Specialist Referral Tracking Log Audit
Check your list of referrals for ones that were never booked, lost in transit or expiring, and produce a prioritised follow-up list with call scripts.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
I want to be sure no referral has fallen through the cracks. Please audit my referral tracking list as an administrator would. This is about scheduling and paperwork only, so do not comment on health conditions or urgency in a clinical sense. Here is my list: [REFERRAL_LIST]. For each referral I will include, where known, who referred me, who it is to, date issued, date sent, whether I have an appointment, and any expiry date. Today's date is [TODAY_DATE]. My preferred way to be contacted is [CONTACT_PREFERENCE]. Build a status table with columns Referral, Issued, Days since issued (show the arithmetic), Sent?, Received by the other office?, Appointment booked?, Expiry, Status (On track / Needs chase / At risk of expiring / Cannot tell). Count how many referrals are in each status. Then give a ranked follow-up list, putting those closest to expiry or with the longest silence first, and say who to contact for each (the referring office or the receiving office). Write a phone script of up to 90 words and an email template of up to 110 words for chasing a referral, with blanks for names and dates. Guardrails: do not invent expiry rules or typical waiting times; write [VERIFY] where a time limit matters and tell me to ask the office. Do not rank referrals by medical importance. If I mention symptoms, remind me to contact my clinician or emergency services instead. Add a worked example with invented dates: referral issued 6 March, today 28 April, no appointment. Show the 53 days calculation and the status choice.
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