From referral to specialist reply.

Start with the question from the referring clinician, the patient’s priorities, relevant history and findings, your assessment, and recommendations. Give missing information and follow-up responsibilities their own place. Adapt a Vero template or bring your clinic’s existing format, then review how it works on a typical consultation.

Use the encounter context in Vero Documents to draft a consultation letter. Review whether it addresses the referral question, identifies information still needed, and explains the documented next steps. The clinician approves the content, and the clinic sends it through its usual communication channel.

Keep the missing records visible as a next step. Your clinic can request the earlier notes from the referring practice through its usual communication channel, then include the relevant context when preparing the follow-up consultation.

Build the follow-up template around interval changes, information received since the initial consultation, and the current assessment and plan. Include relevant earlier context so the reviewed note explains how the new visit relates to the original referral question.

Choose one recurring consultation type, one clinician, and the letter format used to reply to referrers. Try the free plan and review the resulting notes and letters for missing context, editing needs, and clear next steps. Contact Vero to confirm team setup and onboarding requirements before extending the trial across the clinic.