Referral Forms

71 Templates

Referral forms are essential tools used to collect and manage information when one party recommends a person, service, or business to another. These forms streamline the process of gathering key details about the referred individual or entity, the referrer, and the context of the referral. Common use cases include employee referral programs, patient referrals in healthcare, client referrals in legal or financial services, and customer referrals in sales and marketing. By standardizing the referral process, organizations can ensure that all necessary information is captured efficiently, reducing miscommunication and speeding up follow-up actions.

With Jotform, users can easily create, customize, and deploy referral forms tailored to their specific needs. Leveraging Jotform’s intuitive drag-and-drop Form Builder, users can add fields, set up conditional logic, and integrate with other tools without any coding knowledge. Jotform’s platform also offers secure data collection, real-time notifications, and seamless integration with over 40 payment gateways and third-party apps. Whether you’re managing a small business or a large organization, Jotform’s referral form templates help you automate and optimize your referral workflows, making it easier to track, manage, and act on new opportunities.

Use Cases of Referral Forms

Referral forms can be adapted for a wide range of industries and purposes, each with unique requirements and benefits. Here’s how they can be used, who might use them, and how their content may differ:

1. Possible Use Cases:

Employee Referral Programs: HR departments use referral forms to collect recommendations from current employees for open positions. These forms typically include fields for the candidate’s contact information, the referring employee’s details, and the position being applied for.
Patient Referrals: Healthcare providers use referral forms to transfer patient information between doctors or specialists. These forms often require detailed medical history, reason for referral, and insurance information.
Client or Customer Referrals: Sales and marketing teams use referral forms to encourage existing clients to refer new customers. These forms may include incentive options, relationship to the referrer, and product or service interests.
Service Provider Referrals: Legal, financial, or consulting firms use referral forms to recommend trusted partners or specialists to clients. These forms might request case details, urgency, and specific expertise needed.

2. Problem Solving Points:

Ensures all necessary information is collected upfront, reducing back-and-forth communication.
Standardizes the referral process, making it easier to track and manage.
Enables organizations to reward or acknowledge successful referrals.

3. Possible Owners and Users:

HR managers, recruiters, healthcare administrators, sales managers, marketing teams, legal and financial professionals.
Differences in Creation Methods:
Healthcare forms may require HIPAA compliance and sensitive data fields.
Employee referral forms might include sections for internal notes or approval workflows.
Customer referral forms could integrate with CRM systems and include reward tracking.
In summary, referral forms are versatile tools that can be tailored to fit the unique needs of any organization, ensuring a smooth and efficient referral process.

How to Create a Referral Form

Creating an effective referral form with Jotform is straightforward and highly customizable, allowing you to address the specific needs of your referral process—whether for HR, healthcare, sales, or other industries. Here’s a step-by-step guide to building a referral form that captures all the necessary information and streamlines your workflow:

1. Start with the Right Template or a Blank Form:

Log in to your Jotform account and click “Create” on your My Workspace page.
Choose “Form” and either start from scratch or select a referral form template from Jotform’s extensive library.
Decide on the layout: Classic (all questions on one page) or Card (one question per page).

2. Add Essential Form Elements:

Click on the “Add Element” menu to drag and drop fields such as:
Referrer’s name and contact information
Referral’s name and contact details
Relationship between referrer and referral
Reason for referral or relevant background information
Any supporting documents (e.g., resumes, medical records)
Consent or authorization checkboxes
For healthcare or sensitive referrals, include fields for privacy agreements or HIPAA compliance.

3. Customize for Your Use Case:

Use conditional logic to show or hide fields based on user responses (e.g., only display incentive options if the referral is for a customer).
Integrate payment gateways if you offer referral bonuses or need to collect fees.
Add widgets for e-signatures, file uploads, or progress bars as needed.

4. Design and Brand Your Form:

Click the Paint Roller icon to open the Form Designer.
Adjust colors, fonts, and themes to match your organization’s branding.
Upload your company logo and customize the form URL for a professional touch.

5. Set Up Notifications and Automations:

In the Settings menu, configure email notifications for your team and confirmation emails for referrers.
Integrate with CRM, HR, or project management tools to automate follow-up actions.

6. Publish and Share:

Click “Publish” to copy the form link or embed it on your website, intranet, or share via email and social media.
Use Jotform’s sharing options to control access and track submissions.

7. Test and Manage Submissions:

Preview your form and submit a test entry to ensure everything works as intended.
Monitor and manage submissions in Jotform Tables, using filters and search to organize referrals.

By following these steps, you can create a referral form that not only collects all the necessary information but also integrates seamlessly into your existing workflows. Jotform’s flexibility ensures your form can evolve as your referral process grows, helping you capture more opportunities and streamline communication.

Referral Form

A referral form is an online form used to request referrals and provides the personal and contact information of both the referral and the referee. Customize and share online.

Human Resources Forms

Referral Program Form

If you want to get referrals, you can use this free referral program template. You can get more referrals and keep more existing customers by using this customer referral template. This referral program form is the best form for the referral system. This program referral form template allows gathering clients' name, email and number and referral details such as referral name, email, number, and comments about the referral.

Business Forms

Hospice Referral Form

Use this Hospice Referral Form when referring a qualified patient to hospice care. This form contains all necessary fields that will make a smooth transition from one institution to another.

Hospice Forms

Employee Referral

With this employee referral template, you can get referrals easily online and organize a referral program for your company. By this way, you can get to know your applicants more and the hiring process is sped up!

Human Resources Forms

Physician Referral Form

Refer patients to other physicians and collect referrals online. Easy to customize and embed. Integrate with 100+ apps. HIPAA friendly features option. No coding.

Healthcare Forms

School Counselling Referral Form

You can use this counselling referral form to collect information about your students for counseling and for improving their well-being. Using this counselling referral form template, someone who's concerned about a student in your school will be asked a series of questions about the child's behavior. The school referral form template also showcases a Privacy and Confidentiality Disclosure section, along with a Signature field to validate the information sent by the referrer.

Request Forms

Patient Referral Form

A patient referral form is a document that is used by medical professionals in order to refer a patient to another doctor.

Healthcare Forms

Refer A Friend Form

Spread the word about your business with a simple Refer a Friend form! Whether you’re a business owner, marketing manager, or sales associate, start collecting your referrals now.

Information Request Forms

Discipline Referral Form

A discipline referral form is used by teachers to notify administrators about the actions of a student and refer the students for disciplinary action.

Education Forms

Website Referral Form

Use this referral page template if you are into affiliate marketing and would want to use an external referral template to get leads and potential buyers from your network. This referral form template will ask users to provide their referral code and at the same time their invitation code for confirmation and verification purposes. This referral website template can also be used for other affiliate systems such as those in public forums.

Marketing Forms

Candidate Referral Submission Form

Track candidate referrals from employees

Business Forms

Endodontist Referral Form

An Endodontist Referral Form is a document that is filled out by a referring dentist for a patient who is in need of endodontic care.

Healthcare Forms

Social Services Referral Form

A Social Services Referral Form is a form template designed to create a systematic and organized process for connecting individuals with the appropriate social services.

Referral Forms

Consulting Client Referral Form Template

A Client Referral Form Template is used by consulters to track client data and make referrals to each other.

Charity Forms

Home Health Referral Form

A home health referral form is a medical form used by health agencies to recommend home health care to patients. Simply customize the form, share via link or embed to your website.

Healthcare Forms

Case Management Referral Form

A Case Management Referral Form is a form template designed to ensure a structured and organized process for referring individuals to case management services.

Referral Forms

Psychiatric Referral Form

A psychiatric referral form is a document used by mental health health practitioners to determine the next step to take with a potential patient.

Healthcare Forms

Physiotherapy Referral Form

A physiotherapy referral form is used by medical professionals to recommend physiotherapy treatment for patients.

Healthcare Forms

Financial Services Referral Campaign Form

Referral Campaign Form (Multistep) Financial Services

Lead Generation Forms

Physical Therapy Referral Form

A Physical Therapy Referral Form is a form template designed to streamline the process of referring patients to physical therapists for assessment and treatment.

Referral Forms

Solar Referral Form Template

Please use this form to help get referrals.

Business Forms

Oral Surgery Referral Form

An oral surgery referral form is a document used by doctors to refer patients for oral surgery treatment. Customize this free template without coding!

Healthcare Forms

Neurology Referral Form

A neurology referral form is a template created to request specialized neurological assessment and treatment for a patient.

Referral Forms

Veterinary Referral Form

A Veterinary Referral Form is a form template designed to facilitate the process of referring a patient from a primary veterinarian to a specialist or another veterinary clinic for further evaluation, diagnosis, or treatment.

Veterinary Service Forms

1. What is a referral form?

A referral form is a document or online form used to collect information when one person or organization recommends another individual, service, or business for a specific purpose, such as employment, healthcare, or business opportunities.

2. Why are referral forms important?

Referral forms standardize the process of collecting and tracking referrals, ensuring that all necessary information is gathered efficiently and reducing the risk of miscommunication or lost opportunities.

3. What information is typically included in a referral form?

Common fields include the referrer’s and referral’s contact details, relationship, reason for referral, relevant background information, and any supporting documents or consent statements.

4. Are there different types of referral forms?

Yes, referral forms can be tailored for various industries and purposes, such as employee referrals, patient referrals, client referrals, and service provider referrals, each with unique fields and requirements.

5. Who can use referral forms?

Referral forms are used by HR professionals, healthcare providers, sales and marketing teams, legal and financial advisors, and any organization that benefits from structured recommendations.

6. How do referral forms help with privacy and compliance?

Referral forms can include consent checkboxes and privacy statements, and in sensitive industries like healthcare, they can be designed to comply with regulations such as HIPAA.

7. Can referral forms be integrated with other systems?

Yes, online referral forms created with platforms like Jotform can be integrated with CRM, HR, email marketing, and project management tools to automate workflows and data management.

8. What are the benefits of using an online referral form over paper forms?

Online referral forms offer faster data collection, automated notifications, easier tracking and management, improved accuracy, and enhanced security compared to traditional paper-based processes.