Describe a route for organisations requesting practice information

What to change

Provide a practical organisational-enquiry route when there is a real recurring need. Describe the kinds of questions it handles and route patient-specific matters through approved channels.

A worked example

Illustrative example

A nearby practice asks how to refer to a visiting specialist. The page provides a professional-enquiry route for process questions and a separate approved channel for actual referral documents.

How to check the result

The sender can obtain operational information without putting identifiable patient material into a general business enquiry.

A mistake to avoid

Do not merge partnership enquiries and professional referrals merely because both originate from organisations.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordList the common non-patient questions, such as service scope or referral arrangements, that the team can answer.Explain what organisation and contact details help the practice respond.State where professional referrals or individual record requests belong instead.

Evidence, open questions and decisionsNext action and responsible role

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