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Situation: Explain the patient's condition and symptoms. Include relevant administrative information — such as the patient's name, referring physician, and medical unit.A referral is a request from one physician to another to assume responsibility for management of one or more of a patient's specific conditions. Referring a patient to another physician is an essential aspect of medical practice. We tell you when it's time to consider a referral. A referral, in the most basic sense, is a written order from your primary care doctor to see a specialist for a specific medical service. The following steps will help you to complete this assessment and determine where you stand. 1. Identifying, developing, and maintaining relationships to whom you refer patients can make the referral process run smoothly. More information for physicians on how to refer a patient to City of Hope comprehensive cancer center for cancer treatment, clinical trials. You should explain to the patient that you plan to transfer part or all of their care, and explain why.