Industry Guides· 3 min read· By The SpideyChat Team

Referral and Appointment Questions Families Ask

Families cannot tell whether they need a referral, and the switchboard answers the same question daily. A checklist.


A daughter is trying to arrange care for her mother across a large hospital group. She has a letter mentioning a specialty and no idea what to do with it.

She cannot tell whether her mother needs a referral, whether she can arrange it on her behalf, whether the appointment is at the site five minutes away or the one forty minutes away, or how long any of it will take.

She telephones. So do several hundred other people with the same three questions, and each of those calls takes a trained member of staff four minutes to resolve.

1. State the referral position on every service page

Self referral, general practitioner referral, or something else. This is the single most asked question in healthcare enquiries and it is usually answered nowhere.

2. Explain what a referral actually involves

Who sends it, where it goes, how long it takes and how somebody knows it arrived. Families chase this constantly because the process is invisible to them.

3. Explain what to do while waiting for one

Whether to telephone, when to chase and who to chase. The uncertainty itself generates most of the calls, rather than the wait.

4. Address the person acting for somebody else

Adult children, spouses and carers arrange a large share of hospital appointments. Nothing on most sites is written for them and everything assumes the patient.

5. Explain the consent position for relatives

What can be discussed, what cannot, and how consent is recorded. Families hit this wall repeatedly and nobody explains it before they do.

6. Publish an indication of waiting times

Per service, updated regularly, with an honest caveat. Families accept a long wait they were told about far better than a long wait they discovered.

7. Explain how appointments are offered

By letter, telephone or message, how much notice is given and what happens if the date is impossible. This shapes whether people miss appointments.

8. Explain how to change an appointment

The route, the notice required and the consequence of changing. Making this hard is what produces missed appointments and wasted clinic slots.

9. Explain what happens if somebody cannot attend

Rather than leaving them to simply not turn up, which is the worst outcome for the patient and the most expensive one for the organisation.

10. Explain which site the appointment is at

In a group this is frequently unclear until the letter arrives, and it determines whether somebody can attend at all.

11. Explain what to bring and how long to allow

Practical, specific and reassuring. Families ask this constantly and the answer is the same every time.

12. Explain the interpreter and access arrangements

How to request them, how far in advance, and what happens if nothing was recorded, which is the same routing problem as in department and service location questions.

13. Explain the private and self pay alternative where it exists

Plainly and without awkwardness, since families ask about it and frequently cannot find anybody willing to give them a straight answer.

14. Answer the referral and appointment questions before anybody telephones

An assistant that states the referral rule for each service, explains what a relative can arrange and with what consent, gives a current waiting indication, handles a change of appointment and records an interpreter request removes four minutes from several hundred calls a week. The repeated versions of these are set out in appointment and referral questions patients repeat and referral and assessment questions, and the evaluation questions for any such system in ai chatbot security questions to ask a vendor. See features, start at try, and the sector view sits under healthcare.

Frequently asked questions

Do patients need a referral to be seen?
It depends on the service, the funding route and the organisation, which is precisely why it should be stated on each service page rather than left to a telephone call to establish.
Can somebody arrange an appointment for a relative?
In most circumstances yes, with appropriate consent, and it is one of the most common contacts a hospital receives and one of the least addressed anywhere on a website.
How long is the wait?
The honest answer varies constantly, and publishing a current indication for each service, updated regularly, is far more useful than making every family telephone to find out.

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