Referral Package Essentials
For practices that need a clean, professional referral packet.
- Service overview
- Insurance list
- Referral instructions
- Referral form
- Contact sheet
- Digital PDF packet
Referral Package Creation
Give Referral Partners Everything They Need to Send Patients With Confidence.
Shayna Sevilla Healthcare Advisory helps healthcare organizations create a professional referral package that makes their services easy to understand and easy to refer to — available as a standalone project or as an add-on to Referral & Network Development.
What a referral package may include
The work focuses on strategy, content organization, design direction, and creation of professional referral materials your team can hand to a referring office. Referral materials are developed to be professional, practical, and easy to update as providers, services, insurance participation, scheduling information, and referral instructions change.
- Referral packet design and organization
- One-page service overview
- Provider directory
- Specialty / service-line overview
- Accepted insurance list
- Referral instructions
- Referral form or referral slip
- Contact information
- Scheduling information
- Fax / email / phone referral instructions
- Patient-facing handouts
- Practice-facing referral guide
- Branded business cards
- Referral coordinator contact sheet
- QR code linking to referral instructions or scheduling page
- Digital referral packet
- Print-ready packet
- Optional branded outreach-item recommendations
Referral Material Maintenance (optional, recurring)
Periodic review and updating of provider information, insurance participation, service offerings, referral instructions, contact information, and digital or print-ready materials.
Ask About MaintenanceOptional branded outreach-item recommendations
When outreach items make sense for your market, we recommend and specify modest, professional options — recommendations and design direction only. Shayna Sevilla Healthcare Advisory does not manufacture, source, or fulfill promotional products.
- Pens
- Notepads
- Folders
- Coffee mugs
- Desk items
- Brochure holders
- Other modest professional promotional materials
Referral package options
Each engagement is scoped to your organization. Tell us what you need and we will confirm the right fit.
Referral Package Plus
For organizations ready to equip referral partners end to end.
- Everything in Essentials
- Provider directory
- Practice-facing referral guide
- Patient-facing handout
- QR referral link
- Branded business card / referral-card design
- Print-ready materials
Custom Referral System
For organizations needing a more comprehensive referral toolkit.
- Custom referral workflow
- Referral packet
- Tracking dashboard
- Outreach templates
- Follow-up templates
- Physician outreach messaging
- Referral coordinator guide
- Strategic implementation recommendations