Referrals 101
🔍 Choosing a Specialist to Refer To
- Maintain an up-to-date list of specialists, including subspecialties and special interests.
- Use trusted resources:
- HealthPathways via your PHN
- Specialty directories from colleges or societies
- Peer recommendations
- Consider patient preferences, including:
- Location and access
- Cost (bulk billing vs. private)
- Cultural fit, language needs, or prior experiences
✉️ Open vs. Named Referrals
- Both are valid under Medicare rules.
- Named referral:
- Use when referring to a specific doctor
- Required for some public hospital outpatient clinics, especially when:
- The specialist operates under a Right of Private Practice (RoPP) and bills Medicare.
- The hospital requires a specific name to facilitate triage or MBS billing.
- Open referral:
- Addressed to a specialty or clinic (e.g., “Dear Cardiologist”)
- Offers greater flexibility in triaging to the most appropriate clinician
- Referrals may be declined if a practice or hospital cannot accept them (e.g., mismatched subspecialty, inappropriate clinic).
🖊️ Writing an Effective Referral Letter
Tailor the letter to the receiving clinician and include:
- Presenting issue and clinical question
- Current medications, allergies, comorbidities
- Relevant history: family, psychosocial, occupational
- Exclude irrelevant sensitive information
- Use RACGP-recommended structures and ensure it is individualised
- In specialist-to-specialist referrals, CC the patient’s regular GP if not the original referrer
📤 Electronic Referrals
- Permissible under Medicare if:
- Sent via secure channels
- Includes electronic signature and timestamp
- Accepted secure methods:
- Secure messaging platforms
- Password-protected/encrypted emails
- Ensure:
- Correct recipient
- Safe handling (delete from sent folder)
- Staff trained in IT security
- Format:
“Electronically signed by Dr [Full Name], [Provider Number]”
🔢 Provider Numbers and Medicare
- You must use your own provider number for referrals and MBS items.
- Each practice location requires a distinct provider number.
- If you leave a practice and close the number before the patient sees the specialist, their Medicare claim may be rejected.
✅ Valid Referral Requirements (Medicare)
To be Medicare-eligible, a referral must include:
- Patient details (full name, DOB, contact)
- Relevant clinical history and investigations
- Date created
- Referring practitioner’s provider number and signature
⏳ Referral Validity Periods
- GP to specialist:
- Standard: 12 months (from date of first consult)
- Can be indefinite if for ongoing care –
- An indefinite referral is one that allows a specialist to continue managing a patient without needing renewal of the referral each 12 months.
- For a chronic or ongoing condition requiring long-term specialist care.
- Medicare allows GPs to write an indefinite referral if they document that it is clinically appropriate.
- How to Write It
- Must clearly state:
“Indefinite referral for management of [condition]” or
“This is an indefinite referral”
- Must clearly state:
- A new referral is still needed if:
- The patient develops a new or unrelated condition
- They need to see a different specialist
- Not valid for specialist-to-specialist referrals (these are always 3 months maximum)
- New referral needed for new/unrelated condition
- Specialist to specialist:
- Valid for 3 months only
⛔ Backdating Referrals
- Prohibited under the Health Insurance Act 1973 (Cth).
- Do not comply with patient requests for backdated referrals.
- Educate patients on validity periods and renewal timelines.
📅 Follow-Up After Referral
- If the referral is for a clinically significant condition, the GP must initiate a follow-up system:
- Use practice software recalls or tasks
- If not available, use manual systems (e.g., spreadsheets or notes)
- Note: GPs are not legally obliged to advocate for quicker appointments — but are responsible for clinical follow-up
🏥 Public Hospitals & Right of Private Practice (RoPP)
- Some public outpatient clinics require named referrals to enable specialists to bill Medicare under RoPP.
- These arrangements are:
- Legal and structured
- Regulated under the National Health Reform Agreement
- Often require informed financial consent
- Not double dipping if:
- The MBS is not billed in addition to public hospital funding for the same service
- The arrangement is transparent and declared
- Unlawful double-claiming occurs when both public funds and Medicare are claimed for the same service without proper structure
🔄 Expectations from the Receiving Specialist
Expect:
- Timely and clear written communication
- Updates on diagnosis and treatment plan
- Clarification of prescribing responsibilities
- Copies of any investigations
- Notification if the patient is discharged from care