[](https://info.onedoc.ch/en/) - [Software](#) - [OneDoc Hub](https://info.onedoc.ch/en/hub/) - [OneDoc Profile](https://info.onedoc.ch/en/hub/onedoc-profile/) - [Online appointment bookingPopular](https://info.onedoc.ch/en/hub/online-booking/) - [Book online button on GooglePopular](https://info.onedoc.ch/en/hub/book-online-google-button/) - [Partner healthcare platforms](https://info.onedoc.ch/en/hub/partner-healthcare-platform/) - [WidgetPopular](https://info.onedoc.ch/en/hub/widget/) - [Medical agenda](https://info.onedoc.ch/en/hub/medical-agenda/) - [Step-by-steps appointments](https://info.onedoc.ch/en/hub/step-by-step-appointment/) - [Medical resources management](https://info.onedoc.ch/en/hub/medical-resources-management/) - [Referral](https://info.onedoc.ch/en/hub/referral/) - [SMS reminder for booked appointmentPopular](https://info.onedoc.ch/en/hub/sms-reminders/) - [Confirmation email](https://info.onedoc.ch/en/hub/confirmation-email/) - [Consultation notes](https://info.onedoc.ch/en/hub/consultation-notes/) - 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[Blog](https://info.onedoc.ch/en/blog/ "Go to Blog.") [All specialties](https://info.onedoc.ch/en/blog/all-specialties/ "Go to the All specialties Category archives.") How to write a referral letter in just 5 steps? # How to write a referral letter in just 5 steps? Last updated on 08/10/2025 [All specialties](https://info.onedoc.ch/en/blog/all-specialties/)  Writing a clear and precise referral letter is an essential skill in the medical field. This document ensures continuity of care and facilitates communication between [general practitioners](https://info.onedoc.ch/en/specialty/general-practitioner/), [specialists](https://info.onedoc.ch/en/specialty/specialist/) and other healthcare providers. But __how do you structure this type of letter effectively__ while keeping it concise? Discover our practical 5-step guide along with a sample letter in this article.  [Discover OneDoc’s referral module](https://info.onedoc.ch/en/hub/referral/) ## What is a referral letter? A __referral letter__ is a medical document written by a healthcare professional when he or she wishes to direct a patient to another specialist. Its purpose is to __share essential medical information__ to ensure optimal care and continuity of treatment. In practice, this letter enables your colleague to quickly understand the context, history and expectations related to the referral. When well written, it saves you and your colleagues time and improves the quality of follow-up. Here are the 5 steps to follow: ## The 5 steps to write a referral letter ### 1. Start the letter with patient information To make sure the colleague receiving your referral letter has the right clinical context, include all __essential patient details at the start of the letter__, including: - Name, first name - Date of birth - Contact details (phone, email) - Health insurance number ### 2. Clearly state the purpose of the referral Explain in one or two sentences why you are referring the patient. The objective must be explicit to __avoid any ambiguity and allow your colleague to quickly understand the issues__ at stake. ### 3. Summarise relevant medical history Do not detail the entire medical history. __Focus only on what is useful for the specialist’s management__: - Chronic conditions (e.g. hypertension, diabetes) - Previous surgeries - Known allergies - Current medication (with dosage) ### 4. Describe recent symptoms and results Include only clinical findings and tests directly related to the request: - Symptoms (frequency, intensity, progression) - Relevant lab or imaging results - Recent physical findings ### 5. Clearly define your expectations in the referral letter Indicate what you expect from the specialist: a diagnosis, an opinion, a treatment plan or specific follow-up. This prevents misunderstandings. *Example: “I request your expertise to rule out coronary artery disease and, if necessary, to propose further tests or a therapeutic adjustment.”*  #### Simplify referrals | | | |-----------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------| |  [Online booking](https://info.onedoc.ch/en/hub/online-booking/) |  [Referral](https://info.onedoc.ch/en/hub/referral/) | |  [SMS reminders](https://info.onedoc.ch/en/hub/sms-reminders/) |  [Email confirmation](https://info.onedoc.ch/en/connectors/) | [Request a demo](https://info.onedoc.ch) ## Example of a referral letter ### Simplified template for a cardiology referral __Dr. Emily Brown__ Cardiology Department, ABC Hospital Geneva, 6 September 2024 __Patient:__ John Doe, born 01.01.1980, tel. 079 XXX XX XX __Dear Dr. Brown,__ I am referring Mr John Doe to you for an evaluation of persistent chest pain. For the past 3 months, these symptoms have occurred with exertion and have not completely subsided at rest. His ECG shows ST-segment abnormalities and his tests reveal hypercholesterolemia. __Medical history:__ Hypertension treated with Lisinopril 10 mg/day, hypercholesterolemia, family history of cardiovascular disease. No previous surgery. No known allergies. __Expectations:__ Specialised cardiology evaluation to rule out coronary artery disease and propose a possible treatment plan. Thank you in advance for your expertise and recommendations. __Sincerely,__ Dr. Gregory House ### Simplified template for a pulmonology referral __Dr. Laura Schmidt__ Pulmonology Department, XYZ Hospital Lausanne, 15 October 2024 __Patient:__ Mr Jean Martin, born 12.07.1972, tel. 078 XXX XX XX __Dear Dr. Schmidt,__ I am referring Mr Martin for a specialist evaluation of suspected sleep apnoea. For several months, his wife has reported loud snoring and night-time breathing pauses. The patient complains of persistent fatigue, daytime sleepiness and difficulty concentrating. __Medical history:__ Hypertension treated with Amlodipine 5 mg/day, BMI 31. Smoker, no known allergies. No surgical history. __Expectations:__ Pulmonology evaluation with polysomnography, diagnostic confirmation and a proposal for appropriate management (e.g. CPAP or other treatment). Thank you for your expertise and recommendations. __Sincerely,__ Dr. Claire Bridges ### Simplified template for a psychiatry referral __Dr. Marc White__ Psychiatry Department, Belle-Rive Clinic Geneva, 22 October 2024 __Patient:__ Ms Sarah Lopez, born 03.04.1990, tel. 076 XXX XX XX __Dear Dr. White,__ I am referring Ms Lopez for a psychiatric evaluation due to persistent anxious and depressive symptoms. For more than six months, she has presented with low mood, marked loss of interest, sleep disturbances and recurrent anxiety attacks, despite weekly psychological follow-up. __Medical history:__ No major somatic condition known. Family history of generalised anxiety disorder on the maternal side. No current medication, no known allergies. __Expectations:__ Specialised psychiatric evaluation to confirm the diagnosis, propose pharmacological treatment if indicated and coordinate therapeutic follow-up. Thank you in advance for your help with this case. __Sincerely,__ Dr. Alice Liddel ## The referral letter in brief An effective referral letter does not need to be pages long: a well-structured half page is enough. Include key patient information, adapt the content to the specialty, use paragraphs or lists for clarity and don’t forget to include your contact details. In short, follow five simple steps: patient identification, purpose of the referral, relevant history, description of symptoms and clear expectations. To simplify this process even further, OneDoc provides tools to [refer your patients easily](https://info.onedoc.ch/en/needs/refer-your-patients/) and to [receive referral requests](https://info.onedoc.ch/en/needs/receive-qualified-referrals/) from your colleagues. A practical solution to streamline collaboration between healthcare professionals and ensure optimal continuity of care.  [Speak with our experts and discover how OneDoc helps with your patient referrals](#) [](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Finfo.onedoc.ch%2Fen%2Fblog%2Fall-specialties%2Fwrite-referral-letter%2F "Share on Facebook")[](https://x.com/intent/post?url=https%3A%2F%2Finfo.onedoc.ch%2Fen%2Fblog%2Fall-specialties%2Fwrite-referral-letter%2F "Share on X")[](https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Finfo.onedoc.ch%2Fen%2Fblog%2Fall-specialties%2Fwrite-referral-letter%2F "Share on LinkedIn") ### On the same topic [](https://info.onedoc.ch/en/blog/all-specialties/care-health-network-opportunities/ "From care network to health network: challenges and opportunities in the Swiss system") - [All specialties](https://info.onedoc.ch/en/blog/all-specialties/) ##### [From care network to health network: challenges and opportunities in the Swiss system](https://info.onedoc.ch/en/blog/all-specialties/care-health-network-opportunities/ "From care network to health network: challenges and opportunities in the Swiss system") [Read the article](https://info.onedoc.ch/en/blog/all-specialties/care-health-network-opportunities/) [](https://info.onedoc.ch/en/blog/all-specialties/healthcare-professional-recruitment-tips/ "Healthcare professional recruitment: 4 tips to make a new position profitable fast") - [All specialties](https://info.onedoc.ch/en/blog/all-specialties/) ##### [Healthcare professional recruitment: 4 tips to make a new position profitable fast](https://info.onedoc.ch/en/blog/all-specialties/healthcare-professional-recruitment-tips/ "Healthcare professional recruitment: 4 tips to make a new position profitable fast") [Read the article](https://info.onedoc.ch/en/blog/all-specialties/healthcare-professional-recruitment-tips/) [](https://info.onedoc.ch/en/blog/all-specialties/electronic-prescription-switzerland-guide/ "How does the electronic prescription (E-Prescription) work in Switzerland? Our complete guide") - [All specialties](https://info.onedoc.ch/en/blog/all-specialties/) ##### [How does the electronic prescription (E-Prescription) work in Switzerland? Our complete guide](https://info.onedoc.ch/en/blog/all-specialties/electronic-prescription-switzerland-guide/ "How does the electronic prescription (E-Prescription) work in Switzerland? Our complete guide") [Read the article](https://info.onedoc.ch/en/blog/all-specialties/electronic-prescription-switzerland-guide/) [](https://info.onedoc.ch/en/blog/physiotherapists/more-patients-physiotherapy/ "7 ways to attract more patients to your physiotherapy centre") - [Physiotherapists](https://info.onedoc.ch/en/blog/physiotherapists/) ##### [7 ways to attract more patients to your physiotherapy centre](https://info.onedoc.ch/en/blog/physiotherapists/more-patients-physiotherapy/ "7 ways to attract more patients to your physiotherapy centre") [Read the article](https://info.onedoc.ch/en/blog/physiotherapists/more-patients-physiotherapy/) [](https://info.onedoc.ch/en/blog/psychologists/the-psychotherapy-prescription-model-how-does-it-work/ "How does the psychotherapy prescription model work?") - [Psychologists](https://info.onedoc.ch/en/blog/psychologists/) ##### [How does the psychotherapy prescription model work?](https://info.onedoc.ch/en/blog/psychologists/the-psychotherapy-prescription-model-how-does-it-work/ "How does the psychotherapy prescription model work?") [Read the article](https://info.onedoc.ch/en/blog/psychologists/the-psychotherapy-prescription-model-how-does-it-work/) ##### About OneDoc - [Our Mission](https://info.onedoc.ch/en/our-mission/) - [Privacy policy](https://privacy.onedoc.ch/fr) - [Cookie policy](https://info.onedoc.ch/en/cookie-policy/) [Consent management](javascript:Didomi.preferences.show%28%29) ##### Our websites - [pro.onedoc.ch: app for healthcare professionals](https://pro.onedoc.ch/fr/) - [onedoc.ch: online booking platform](https://www.onedoc.ch/fr/) - [myhealth.onedoc.ch: health blog](https://myhealth.onedoc.ch/fr/) ##### Languages - [FR](https://info.onedoc.ch/fr/blog/toutes-les-specialites/rediger-courrier-adressage/ "Switch to FR (FR)") - [DE](https://info.onedoc.ch/de/blog/alle-fachgebiete/ueberweisungsschreiben-verfassen/ "Switch to DE (DE)") - [IT](https://info.onedoc.ch/it/blog/tutte-le-specialita/scrivere-lettera-invio/ "Switch to IT (IT)") - [EN](https://info.onedoc.ch/en/blog/all-specialties/write-referral-letter/ "Switch to EN (EN)") ##### Our Softwares - 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[General practitioner](https://info.onedoc.ch/en/specialty/general-practitioner/) - [Specialist](https://info.onedoc.ch/en/specialty/specialist/) - [Dentist](https://info.onedoc.ch/en/specialty/dentist/) - [Dental hygienist](https://info.onedoc.ch/en/specialty/dental-hygienist/) - [Physiotherapist](https://info.onedoc.ch/en/specialty/physiotherapist/) - [Therapist](https://info.onedoc.ch/en/specialty/therapist/) - [Psychologist](https://info.onedoc.ch/en/specialty/psychologist/) - [Psychotherapists](https://info.onedoc.ch/en/specialty/psychotherapists/) - [Ophthalmologist](https://info.onedoc.ch/en/specialty/ophthalmologist/) - [Dermatologist](https://info.onedoc.ch/en/specialty/dermatologist/) - [Pediatrician](https://info.onedoc.ch/en/specialty/pediatrician/) - [Gynecologists](https://info.onedoc.ch/en/specialty/gynecologists/) ##### Our solutions by type of medical facility - [Medical center](https://info.onedoc.ch/en/specialty/medical-center/) - [Hospital](https://info.onedoc.ch/en/specialty/hospital/) - [Pharmacy](https://info.onedoc.ch/en/specialty/pharmacy/) - [Imaging center](https://info.onedoc.ch/en/specialty/imaging-center/) - [Medical laboratory](https://info.onedoc.ch/en/specialty/medical-laboratory/) - [Hearing care professional](https://info.onedoc.ch/en/specialty/hearing-care-professionals/) - [Optician](https://info.onedoc.ch/en/specialty/optician/) ##### Resources - [Blog](https://info.onedoc.ch/en/blog/) - [Media](https://info.onedoc.ch/en/media/) - [ROI Calculator](https://info.onedoc.ch/en/profitability-calculator/) - [Online visibility audit](https://info.onedoc.ch/en/online-visibility-audit/) - [Patient Journey Scan](https://info.onedoc.ch/en/patient-journey-scan/) ##### Our latest articles - [Can AI ease the workload of medical practitioners and front-desk teams? And how?](https://info.onedoc.ch/en/blog/all-specialties/ai-medical-practitioners/) - [3 methods to effectively prioritize tasks in your medical practice](https://info.onedoc.ch/en/blog/all-specialties/prioritizing-tasks-medical-practice/) - [Teledentistry in Switzerland: in which cases is it truly useful for your practice?](https://info.onedoc.ch/en/blog/dentists/teledentistry-switzerland/) - [No-shows in pediatrics: strategies and measures applicable to pediatric practices in Switzerland](https://info.onedoc.ch/en/blog/pediatricians/no-shows-pediatrics-strategies/) - [Fake news in paediatrics – Prevention between self-diagnosis and medical advice](https://info.onedoc.ch/en/blog/pediatricians/fake-news-in-paediatrics/) - [Shortage of paediatricians in Switzerland: strategies for paediatricians facing growing patient demand](https://info.onedoc.ch/en/blog/pediatricians/shortage-paediatricians-switzerland/) - [How to design a waiting room in a medical practice?](https://info.onedoc.ch/en/blog/all-specialties/waiting-room-medical-practice/) - [How to manage emergencies in your dermatology practice and keep your schedule under control](https://info.onedoc.ch/en/blog/dermatologists/manage-dermatology-emergencies/) © 2026 OneDoc SA - Made with  in Switzerland Close