PATIENT REFERRAL

Use these customizable email, text, letter, and PowerPoint templates to introduce yourself to referring physicians and allied health professionals in your community. They’re designed to help you easily reach out, invite colleagues to a virtual (Zoom) presentation, deliver a concise talk, and follow up after your meeting. Simply copy or download the item you’d like to use, fill in the bracketed fields with your information and add/edit from there, and you’re ready to go.

For any referrals you receive, consider sending a thank you to the referring physician. If you need to reference the patient specifically, use a HIPAA compliant secure messaging platform rather than standard SMS.

See the Instructions for Use for full prescribing information.

PERSONAL INTRODUCTION

Introduction to Referring Physicians: Letter + Email Template Copy

INTRODUCTION EMAIL TO PHYSICIAN

Subject (for email): Introducing [Surgeon Name], Shoulder Specialist – [Clinic Name]
To: Referring Physicians (Primary Care Physician, Rheumatologist, General Orthopedist, Pain Specialist, etc.)

Dear Dr. [Colleague Name],

I hope this message finds you well.

My name is Dr. [Full Name], and I am a fellowship-trained orthopedic surgeon specializing in shoulder arthroplasty and complex shoulder reconstruction at [Clinic/Practice Name]. I am reaching out to introduce myself as a resource for you and your patients who may benefit from advanced evaluation and treatment of shoulder conditions.

My clinical focus includes:

  • Primary and revision shoulder replacement
  • Reverse shoulder arthroplasty
  • Management of complex rotator cuff pathology
  • Arthritis and degenerative joint disease of the shoulder
  • Fracture-related shoulder reconstruction

I am committed to a collaborative approach to care, working closely with referring physicians, to ensure each patient receives coordinated, timely, and appropriate treatment—whether surgical or non-operative.

When to consider referral:

  • Persistent shoulder pain or dysfunction despite conservative care
  • Advanced glenohumeral arthritis
  • Irreparable rotator cuff tears
  • Failed prior shoulder procedures
  • Complex fractures or post-traumatic conditions

If you ever have questions about a patient, imaging, or treatment options, I am always happy to connect directly.

To refer a patient or connect:

  • 📞 Appointments/Referrals: [Phone Number]
  • 📧 Email: [Email Address]
  • 🌐 Website: [Website URL]
  • 👤 Physician Bio: [Direct Bio Link]

Thank you for the important work you do for patients in our community. I look forward to the opportunity to collaborate.

Warm regards,

Dr. [Full Name], MD
[Clinic/Practice Name]
[Optional: Credentials, affiliations, hospital system]

INTRODUCTION EMAIL TO PHYSICAL THERAPIST

Subject (for email): Introducing [Surgeon Name], Shoulder Specialist – [Clinic Name]

To: Physical Therapists

NOTE: Edit the template text to reflect your training and clinical focus. Be sure to replace the bracketed information prior to sending.

Hello [PT Name],

I wanted to introduce myself—I’m Dr. [Full Name], a fellowship-trained shoulder specialist at [Clinic Name], focused on shoulder replacement and complex shoulder conditions.

As a surgeon, I appreciate the critical role physical therapy plays in restoring function, improving outcomes, and often helping patients avoid surgery altogether. My approach is to partner closely with therapists like you to ensure each patient receives the most appropriate care along the full continuum—starting with non-operative management whenever possible.

If you ever want to connect, feel free to reach out directly.

📞 [Phone] | 📧 [Email]
🌐 [Website/Bio Link]

I am always happy to review imaging, discuss cases, or provide guidance early, even if surgery is not the intended next step. When surgical intervention is appropriate, I prioritize clear communication and detailed post-operative protocols to support you in guiding rehabilitation.

I look forward to the opportunity to collaborate and support your patients when needed.

Best,

Dr. [Full Name], MD
[Clinic/Practice Name]
[Optional: Credentials, affiliations, hospital system]

MEETING INVITATION

Zoom Session Invite: Email + Text Template Copy

EMAIL

Subject: You’re Invited: A Focused Conversation on Shoulder Care
To: Family Practitioners, General Orthopedic Surgeons, Allied Healthcare

Dear Colleagues,

I hope you’re doing well. As a shoulder specialist in the community, I’d love to connect with you and a small group of local colleagues for a brief, informal Zoom conversation about shoulder care — and how we might work together to support patients dealing with chronic shoulder pain.

During the call, I’ll briefly review:

  • My current focus on shoulder pathology and treatment (non-surgical and surgical)
  • Surgical solutions that are enabling exceptional patient outcomes
  • Opportunities for collaboration across our specialties

Zoom Call Details:

Date: [Insert Date]
Time: [Insert Time]
Link: [Insert Zoom Link]

Please RSVP by replying to this email, and feel free to share the invite with colleagues who may be interested.

Looking forward to seeing you soon!

Warm regards,

[Your Full Name, MD]
Orthopedic Surgeon – Shoulder Specialist
[Your Practice Name]
[Your Contact Info]

TEXT MESSAGE

Hi! Dr. [First Name] [Last Name] here – a shoulder specialist in the community. Join me for a short Zoom call I’m hosting on [Insert Date] at [Insert Time] for local colleagues. We’ll talk shoulder care, treatment, options (non-surgical and surgical), and discuss ways we can collaborate. Hope you can join: [Insert Zoom Link]

MEETING POWERPOINT

Click the Download PPT button for a customizable presentation to support education, informed conversations, and collaborative care with referring physicians and allied healthcare colleagues.

POST-MEETING

Post-Zoom Follow Up: Email + Text Template Copy

EMAIL

Subject: Thank You – Next Steps
To: Zoom Meeting Attendees

Dear Dr. [Last Name],

Thank you for joining me on [Date] — it was genuinely great to connect. I hope the conversation was useful, and I’m looking forward to finding more ways to work together on behalf of our patients.

A few quick resources I mentioned that I want to make sure you have:

  • [Resource/Link 1 — e.g., referral criteria or patient handout]
  • [Resource/Link 2 — e.g., Catalyst info or case study]

If you have a patient you’d like to discuss or refer, the easiest way to reach me is [preferred contact method].

And if you missed something or want to revisit any of the topics we covered, I’m happy to set up a one-on-one call at your convenience.

📌 Ready to refer a patient or have a quick consult? [Insert Scheduling Link or Contact Info]

Thanks again for your time — this kind of collaboration is exactly how we make a difference for the people in our community.

Warm regards,

[Your Full Name, MD]
Orthopedic Surgeon – Shoulder Specialist
[Your Practice Name]
[Phone] | [Email]

TEXT MESSAGE

Hi! Dr. [First Name] [Last Name] here. So glad you joined the Zoom call on [Date]! I’ll be sending over a few resources we discussed. In the meantime, if you have a patient you’d like to refer or talk through, reach me at this number or by email [Email Address]. Look forward to working together!

Updated June 2026