Psychology · Therapy

Referral summary

Concise handoff to another provider.

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Prompt shell

Replace highlighted brackets, then copy.

Write a referral summary for [client] to [service]. Include presenting concerns, progress to date, current goals, and accommodations. De-identify.
How to use
  • client - replace the bracketed field with your info
  • service - replace the bracketed field with your info
Provide (Inputs)
  • Client summary
  • Service type
  • Current goals
  • Accommodations
Expected output (Outputs)
  • Referral note
  • Key questions for next provider
Tips
  • Share only necessary info.
  • Keep it concise.
  • Use consented details.
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