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What is direct referral form

The Direct Referral Form is a healthcare document used by patients and primary care physicians (PCPs) in California to refer patients to specialists or ancillary providers.

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Who needs direct referral form?

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Direct referral form is needed by:
  • Patients seeking specialist care in California
  • Primary Care Physicians (PCPs) who need to refer patients
  • Specialists requiring patient information for verification
  • Healthcare facilities coordinating patient referrals
  • Insurance companies processing referral documentation

How to fill out the direct referral form

  1. 1.
    Access the Direct Referral Form on pdfFiller by searching for the form name in the platform's search bar.
  2. 2.
    Once the form is open, navigate through the fillable fields. Click on each box to enter your personal information.
  3. 3.
    Gather all necessary details beforehand, such as your last name, first name, date of birth, address, member phone number, health plan ID, and health plan name.
  4. 4.
    If you are the PCP, ensure you have the specific ICD10 and CPT codes ready, as they are required on the form.
  5. 5.
    Fill out the checkboxes indicating the medical services relevant to the referral. Double-check that all information entered is accurate.
  6. 6.
    After filling in the required fields, you can review the entire form for completeness. Make any necessary changes at this stage.
  7. 7.
    Finalizing your form can be done by following the prompts on pdfFiller to save your progress or download the completed file.
  8. 8.
    To submit the form, you can either print it out and fax it to the Utilization Management Department or use any submission method provided by your healthcare facility.
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FAQs

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The Direct Referral Form can be used by patients needing to see a specialist and primary care physicians (PCPs) who are referring their patients to contracted specialists in California.
You will need personal information such as your name, date of birth, address, member phone number, health plan ID, and the specific details of the specialist you are being referred to, including ICD10 and CPT codes.
The Direct Referral Form is valid for 60 days from the date you were seen by your PCP. Ensure you schedule your appointment accordingly within this timeframe.
Once completed, you can fax the Direct Referral Form to the Utilization Management Department as per your PCP's instructions. It's important to keep a copy for your records.
Common mistakes include omitting required fields, inaccurate or incomplete coding, and not following the submission guidelines. Always verify that all information is accurate before sending.
No, the Direct Referral Form does not require notarization. You simply need to ensure that your PCP has signed it where necessary.
If the form is submitted after the 60-day validity period, you may need to visit your PCP again for a new referral. It's essential to keep track of the deadlines.
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