Do you work with physician offices to get client referrals? It can be a struggle to coordinate the paperwork (or e-paperwork) required for just the referral process, let alone the onboarding, insurance,…

I created this form to share with office staff and physicians to create the most streamlined referral system possible. Integrating this form into your Practice Better practitioner portal allows you to;

  • Have the physician/staff create the client portal access FOR YOU
  • Generate the physician referral document required for some insurances
  • Keep the client and practitioners all on the same page for the steps of the referral process

I usually recommend to the more tech-savvy staff to use a tablet or laptop to enter in the required information, then just take to the doctor for a quick e-signature. Once they save and send, you’ll be notified immediately of the referral and can reach out to the client.

If you set up additional automations, you can have the client immediately start practicing with the food log, complete their intake forms, and set up their first appointment all on their own! Can you imagine how much time would be saved this way??

This form is a great way to network on LinkedIn with physicians and office staff. Simply upload the direct form access into a post and share your story!

This product is a PDF with the Practice Better code to directly upload into your Better practitioner portal. It is not a PDF printout of the form. I created the product in this way to allow you to incorporate this form into your account with one click, saving you time on creating a new form from scratch. I also include tips on how to create automations to streamline your client’s experience and save you more time.

I am an avid user of Practice Better with my virtual practice. It allows me to seamlessly collect client information, method of payments, track food and lifestyle journals (with personalized modifications like limiting calorie visibility), and more. In my ongoing use of Practice Better, I have created a series of forms that help obtain more helpful information.

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  • Great resource if you see insurance clients

    This is a great resource if your practice relies on physician referrals for clients with insurance coverage. I found it less useful for my practice. I thought it would be helpful for me to market my services to physicians but it was not the case in my situation.

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