Make a referral: organising your content

Create a form for people to make a referral to your services. Although forms are secure, they are not fully encrypted, so we recommend asking only for basic details that you can follow up on separately, or using a secure third-party platform.

Content tips

Details of who can make a referral (and who can be referred) need to be precise. Make it clear what will happen after you receive the form, including a realistic suggestion of how long it might be before you follow up.

If potential service users need to ask for a referral elsewhere (such as from their GP), provide clear instructions for what they will need to ask for. You may want to provide a downloadable PDF with details of the service that they can print, or an email template to copy, to make it as easy as possible for users.


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