What is a referral form?

A referral form is often used to recommend an individual to another professional or service. It contains the contact information of the person being referred, the reason for the referral, and the specific services the individual needs or expertise they have — allowing the professional or service to fully understand their needs or skills.

What should be included in a referral form?

Referrer details: Include information about the person or organization making the referral, including their name, title, organization, contact information, and relationship to the referred person. Referee details: Include the name, contact information, and any pertinent demographic data of the person being referred. Reason for the referral: Provide a description of the problem or need, the services required, and any specific goals or outcomes desired from the referral. Background information: Include any relevant history, context, or observations that may help the receiving party better understand and assist the referred individual. This might include medical history in healthcare scenarios, work history in employment contexts, or academic records in educational settings. Referral destination: Include the name and contact details of the recommended professional, service, or organization. Date and signature (optional): Some industries, like healthcare, require more formal referrals that include signatures. The date of the referral and the referrer’s signature help verify the information. Confidentiality statement (optional): This is a statement indicating that the information in the form is confidential, can only be used for the intended purpose, and complies with relevant privacy laws or regulations. This statement may be required when dealing with financial or health data.

Why are referral forms important?

Referral forms provide an effective and efficient way to match up professionals and organizations with the services they need. A referral form helps to Streamline communication: It provides a standardized method of communicating essential information about an individual from one professional or organization to another. Clarify needs: It explicitly outlines the reasons for the referral and the specific services or expertise required, which helps the receiving party to prepare and tailor their approach. Keep detailed records: It serves as a formal referral record, which is important for legal and financial purposes. Provide high-quality care: In healthcare or social services, referral forms can improve continuity of care and care coordination, ensuring the individual receives the most suitable service or treatment. Increase efficiency: A referral form saves time and reduces the possibility of miscommunication, as all necessary information is included in a single, concise document.

What are the use cases of referral forms?

Referral forms are used in a number of industries. Examples include Healthcare: Physicians or medical practitioners use referral forms to send patients to specialists for additional examination, diagnosis, or treatment. Education: Teachers or school counselors may use referral forms to recommend students for special education services, tutoring, or counseling support. Social services: Social workers might use referral forms to connect individuals or families with appropriate community resources or other support services. Business and employment: Companies often use referral forms for employee referral programs, where existing employees recommend potential candidates for open positions. Finance and insurance: Financial advisers or insurance agents may use referral forms to introduce clients to other professionals for services beyond their expertise, such as legal assistance or specialized insurance products. Real estate: Real estate agents can use referral forms to recommend clients to other agents or brokers, particularly if the client is moving to a new area or looking for a different type of property. Legal: Lawyers often use referral forms to send clients to other attorneys specializing in a specific area of law that the client requires.

Referral Form Template

Recommendation Forms

31 Templates

Employee Reference Request

Our employee reference request form is designed to get references from referees listed in candidate applications, in order to get a better approach during the hiring process. Make the most of your references with Jotform!

Human Resources Forms

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

Awards Nomination Form

An Award Nomination Form is a form template designed to streamline the process of nominating individuals for awards.

Entertainment 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

Business Promotion Form

This is a business promotion form for shopping malls or department stores. Promote your business and store. Find out what the customers want to buy from your business store. This promotion form template contains name, email, phone number, address. You can learn to how your customers got to know you or what do they wish to shop today by using this promotional form.

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Dental Referral Form

A dental referral form is a document that allows dental professionals to easily refer patients from one dentist to another.

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Teacher Recommendation Form

Help your students to be admitted to the school they are dreaming of by using this Teacher Recommendation Form. This form is mainly used by teachers or counselors when a student is requesting a recommendation.

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Submit Website Form

Get website submissions easily with this submit website form. Collect links, user data, and keywords with ease.

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Safety Suggestion Form

A safety suggestion form is used by an employee to propose a new way to improve workplace safety.

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School Withdrawal Survey

This school withdrawal survey form is designed to collect feedback from its current students who are not returning the following year. Their thoughts and impressions of the school's program are valuable, so collect them with ease through this school withdrawal form. This elementary school withdrawal form template asks the students about their personal info, who filled out the student withdrawal form, grade, their thoughts, and disappointments. To find out why are they leaving and get to know their reasons, use this school withdrawal survey form template now!

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Get An Estimate For Some Service Form

Your customers get a chance to get estimates with this online form and do better business with you. Ideal for perfect customer relationships.

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Student Recommendation Form

A Student Recommendation Form is a form template designed to facilitate the process of teachers recommending students.

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Deviation Request Form

A deviation request form is a document created by businesses seeking to deviate from the standard specifications of a product or service as agreed upon in a contract.

Recommendation Forms

Participant Nomination Form

A participant nomination form is used to collect information about an individual so that the nomination committee can determine whether they should be nominated for an award or other achievement.

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Book Recommendation Form

A book recommendation form is used by librarians to collect book recommendations from patrons and to keep track of reading preferences. Customize this template according to your needs. No coding!

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Health & Fitness Contact Form

Health and Fitness based contact form. Allows to contact for advice on health and fitness related things or even physical issues. Type in key information, pick a date, pick an advisor and include a problematic area you need assistance with. Details? No problem! add them up and you are all set!

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Preliminary Vacation Itinerary

Use this form to quote provide information to your client for vacation itinerary building.

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Suggest Website

Get website suggestions online with this easy to fill web form.

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Neighborhood Recommendation Form

Neighborhood Recommendations Form

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D&H Marketing Recipe Sharing Form

Since we are all home cooking every meal, please share your favorites!

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Expert Excelerator Q&A Form

Q&A

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Royal Family KIDS' Camp Compass Reference Form

Volunteer reference form required to be completed by a minimum of two personal references.

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Reviewed Doctors Form

A form to gather contact information of healthcare providers to compile into a directory

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Recommendation Request Form

Get online requests from students to write letters of recommendation. No more back-and-forth emails. Easy to customize, share, and fill out on any device.

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About Recommendation Forms

Using an online form is the professional way to ask for recommendation. Jotform's online recommendation form templates are free to use, and simple to edit. Plus you can brand the form to match your company's look and feel to make it look official.

Referral Form FAQs

1) What is a referral form?

2) What should be included in a referral form?

3) Why are referral forms important?

4) What are the use cases of referral forms?

Business Promotion Form

Awards Nomination Form

Teacher Recommendation Form

Student Recommendation Form

Employee Reference Request

Submit Website Form

Recommendation Forms

Employee Reference Request

Referral Form

Awards Nomination Form

Referral Program Form

Business Promotion Form

Dental Referral Form

Teacher Recommendation Form

Submit Website Form

Safety Suggestion Form

School Withdrawal Survey

Get An Estimate For Some Service Form

Student Recommendation Form

Deviation Request Form

Participant Nomination Form

Book Recommendation Form

Health & Fitness Contact Form

Preliminary Vacation Itinerary

Suggest Website

Neighborhood Recommendation Form

D&H Marketing Recipe Sharing Form

Expert Excelerator Q&A Form

Royal Family KIDS' Camp Compass Reference Form

Reviewed Doctors Form

Recommendation Request Form

About Recommendation Forms