Best Practices· 3 min read· By The SpideyChat Team

Referral and Medical Condition Enquiries Handled Safely

Somebody describes symptoms in an enquiry form. Myths about what a practice can safely say, and what it should say instead.


An enquiry arrives at eleven at night describing six months of symptoms, two medications and a diagnosis received last week. It ends with a question asking what the person should eat.

Nothing about that should be answered automatically, and everything about it should be handled quickly and kindly.

Myth 1: general nutrition information is always safe

Reality: it is not, when it is given in response to a described condition. The same sentence that is harmless on a public page becomes advice when it answers a specific person's symptoms.

Myth 2: a disclaimer solves it

Reality: it does not. What matters is not producing the assessment in the first place. Publish information, capture the enquiry, route it to a person.

Myth 3: asking about the condition is helpful

Reality: asking follow up clinical questions creates the impression of an assessment. Capture what the person volunteers, then stop.

Myth 4: the practice must answer everything

Reality: saying that a question needs the practitioner, and arranging that quickly, is a better answer than any attempt at one. People respect it.

Myth 5: referral rules are the same everywhere

Reality: they differ by practitioner, title, setting and situation. Publishing your own position plainly is what stops people guessing.

Myth 6: people know the difference between titles

Reality: they do not, and they should not have to. Explaining what you are qualified to do, and what you are not, in plain words is a service.

Myth 7: anything clinical should simply be refused

Reality: refusing without a route leaves somebody stuck. The right response names the alternative, whether that is their own clinician, a referral or a different service.

Myth 8: urgency is easy to spot

Reality: it is not always. Anything suggesting acute illness, rapid weight change, an eating disorder or distress should route to a person immediately rather than into a queue.

Publish the referral position

When you need a referral, when you do not, what you need from a referring clinician and how results and records are handled, which sits alongside GP and clinic referral questions for private testing.

Publish your scope

Which conditions you work with, in what capacity, and where you work alongside a medical team rather than instead of one.

Publish how you work with a medical team

People under the care of a consultant or a specialist nurse want to know whether seeing you complicates anything. Explaining that you communicate with their clinicians where they consent, what you would send and what you would ask for, turns a suspected conflict into a coordinated arrangement that everybody is comfortable with.

Capture the right facts and no more

Name, contact, what they are seeking help with in their own words, whether they have a diagnosis, whether they are under a clinician's care and urgency.

Say plainly that advice needs an appointment

In the first response. It is honest, it sets the boundary and it converts better than a vague answer because it sounds like competence.

Explain what a first appointment covers

So that the handover has somewhere to go, as in nutrition consultation enquiries and what to capture first.

Remote work raises the same questions

Format and suitability are covered in online consultation questions from remote clients, and structured capture is the point of receptionist screening questions.

Getting started

Publish your scope and referral position, capture enquiries at any hour without assessing anything, and escalate anything clinical or urgent immediately. SpideyChat for clinics and practitioners answers from your published pages. Try SpideyChat on your own site, or read about routing on the features page.

Frequently asked questions

Do you need a referral to see a dietitian?
It depends on the practitioner and the situation, and each practice should publish plainly when a referral is required.
Can a nutritionist advise on a medical condition?
Scope differs between practitioners and titles, and anybody with a diagnosed condition should be clear about who is qualified to support them.
What should a practice do with a symptom enquiry?
Capture it, avoid any assessment, and route it to the practitioner or advise the person to see their own clinician.

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