Referral Cheat Sheet: Before You Call

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REFERRAL CHEAT SHEET

Created for interns at the Sunshine Coast University Hospital 2019


Charlotte Durand PGY3 Twitter: @char_durand

BEFORE YOU CALL


1. Sit down with the notes in front of you
2. Look at their most recent obs/bloods/imaging
3. Work out your one sentence summary of why you are calling. (consult/ admit /phone
advice/take over care)
4. +/- Write down the most important points you want to convey
5. +/- Get the registrar/consultant’s name from switch so you know who you’re speaking to

OPENING LINE
“Hi, my name is Charlotte, I’m one of the ED residents. I’m calling to refer a patient that I think has appendicitis, is now a good
time?”
If they say yes, then go ahead with the rest of your ISBAR presentation.
Try to start with the diagnosis or top differential (the boxes below come after that first piece of info).
Always make the patient the centre of your conversation and speak kindly. This goes for those taking the referral, too!
Author's Note: This list was created as a guide and should be used to supplement your clinical judgement. Thanks to all those who contributed on behalf of their specialty group. Medicine is a team sport and we do
better when we work together :) This form is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License. i.e. free to share but you can't sell it for $$

GENERAL SURGERY GENERAL MEDICINE PAEDIATRICS

Urgency i.e. bleeding/ischaemia/ Presenting complaint Age + gender (corrected age if preterm)
haemodynamically unstable Only the relevant PMHX i.e. the system Feeding/output/hydration
Previous abdominal surgeries (when?) relating to the suspected diagnosis Sick or not sick (activity/breathing/colour)
If post-op complication- location & Treatment so far & response Birth history
surgeon of primary operation Social Hx/ function i.e ADLs Immunocompetent? Immunised?
Last ate/had anything PO (inc. water) Care limits (ARP status) Developmentally normal?
Last opened bowels/flatus/vomiting Significant history i.e. congenital
Imaging results syndromes, metabolic dx, oncology

CARDIOLOGY ORTHO/PLASTICS OB/GYN

Cardiovascular risk factors (smoking, Key injuries Gravida/Para status


T2DM, FHx, HTN, lipids) Mechanism of injury Gestation if pregnant / LMP
ECG changes Co-morbidities Presenting issue
Troponin Skin integrity Ultrasound results
CXR Sensation bHCG / Hb if bleeding
HR & BP Pulses Urine (dip/MCS)
Management so far + response i.e. X-rays Speculum finding
GTN/diuresis/antiplatelets/anticoagulants Social Hx/Premorbid function Fasting status (if needing operation)
Any significant PMHx/renal Fasting status
fxn/Hb/Bleeding risk

INFECTIOUS DISEASES ACUTE PAIN SERVICE PSYCHIATRY

What antibiotic they are on & how long Reason for pain Known previous diagnoses
they have been on it Underlying disease + control (RA/DM) Current mental state
Have they had source control? Acute or chronic Current issue/acute stressors
(surgery/drainage) What has been tried so far Risk factors (suicide, vulnerability, harm
Blood culture results PRNs used in past 24hrs if inpatient to others)
Inflammatory marker trends What they are on in the community Previous inpatient admissions
Last fever Allergies
Antibiotic allergies
If HIV+ are they on ART? Most recent
CD4 count
REFERRAL CHEAT SHEET
Created for interns at the Sunshine Coast University Hospital 2019
Charlotte Durand PGY3 Twitter: @char_durand

PALLIATIVE CARE ENDOCRINOLOGY ENT

Brief disease summary Diabetes- type 1 or type 2 Airway status (stridor/foreign body/active
Current/proposed treatment options HbA1c if known bleeding/button batteries = emergency)
Home situation New dx or previously known? If cancer pt – primary site + treatment to
Capacity to make medical decisions Home meds + current treatment date, complete?
Important family members Are they on high dose steroids? Immunosuppression?
Any family conflicts Current nutrition status Smoker?
What they have been told Anticoagulant/antiplatelet meds?
Current symptoms
Care limits (ARP status)
Best estimate of prognosis (days/weeks)

UROLOGY RENAL RESPIRATORY

Size + location of stone Baseline eGFR & Creatinine vs current Current issue
Pain level Volume status Who they are known to (consultant)
Febrile? Dialysis – what type? Days per week? Home O2 settings- how many hours/day
Urine MCS Last visit? Missed any? Previous ICU/BiPAP
Renal function Urine output Care limits (ARP status) especially if they
One/Two kidneys Electrolytes (K+, bicarb) are for/not for/trial of BiPAP
Previous surgeries/stones Urine MCS

ICU NEURO/STROKE GERIATRICS

List ICU criteria first Details about the incident/cardinal Age


(Pressors/dialysis/intubation) symptom Suburb + living situation
Timing of last “stable” assessment Timing of symptoms, sudden vs gradual, Current acute medical issues
Interventions so far LOC? Fall? Functional & cognitive baseline vs
Care limits (ARP Status) Try to get witness history & document current
Rest of Hx/PMHX etc Neuro exam findings (GCS/deficits/cauda Care limits (ARP status)
equina syndrome)
Imaging results
Anticoagulants/antiplatelets

DERMATOLOGY GASTRO HAEM/ONC


HEPATOBILIARY
Duration of rash, location, sparing? Liver enzymes, INR, albumin + trend Type of disease – stage/grade/when
All medications & recent changes – what Child Pugh, EtOH Hx, new meds/herbals diagnosed?
has been tried Hepatitis risk factors – tattoo/IVDU/travel Known to which consultant?
Morphology of lesion Orientated? Encephalopathy=emergency Current + past treatment (last Rx date)
Any systemic symptoms LUMINAL Curative or palliative intent
Current medical problems GI bleeding – volume/current BP/HR/Hb ECOG status
Try to get clinical photo if able to Fasting status Previous complications of therapy
Melena/haematemesis (volumes) Care limits (ARP status)
Risk factors – EtOH, NSAIDs, previous
ulcers, cirrhosis- blood thinners?

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