Patient Referral Form
We welcome referrals and collaboration from outside provider teams. In an effort to streamline the process for all involved, please complete the following information as thoroughly as possible (this minimizes repeat back-and-forth and expedites the process for your patient)! *The form is HIPAA compliant/secure.
*Once reviewed, our team will reach out to the patient for scheduling. *Should the referral be deemed inappropriate for our clinic at this time, you will be notified immediately. By submitting thorough referral requests via this form, our team can review and respond within 2 business days in most cases.
*Please do not submit a referral for the same patient more than once. If you have questions/concerns about a patient you've already referred, please contact our office.
Preferred Hearthstone Psychiatrist:
*
Please Select
Dr. Preston Helmly
Dr. Carrie Robey
Section 1
Referring Provider Info
Referring Provider Name
*
First Name
Last Name
Referring Practice Name
*
Preferred Practice Contact
First Name
Last Name
Practice Contact Email
*
example@example.com
Practice Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Practice Fax
*
Please enter a valid fax line number.
Format: (000) 000-0000.
Relationship to Patient
Family Practitioner
Internist
Mental Health Counselor
Obstetrician/Gynecologist
Neurologist
Other
Section 2
Patient Info
Patient Name
*
First Name
Last Name
Patient DOB
*
-
Month
-
Day
Year
Date
Patient Gender
*
Male
Female
Other
Choose not to disclose
Patient Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Patient Email
*
example@example.com
Patient Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Section 3
Patient Insurance Info
Insurance Company
Please Select
Blue Cross/Shield TN
Medicare
Aetna/First Health (*call to confirm)
Cigna/Evernorth
Humana (*call to confirm)
Oscar
Optum/UHC Beh Health
Wellpoint
Wellcare/Medicare Advantage
Insurance Subscriber
First Name
Last Name
Member ID (if self-pay, type n/a)
*
Group Number (optional)
Front image of patient's insurance card
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Back image of patient's insurance card
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Section 4
Reason for Referral
Reason for Referral (please note: we do not perform disability evaluations or participate in forensic process of any kind at this time. We also do not provide MAT medications such as suboxone or methadone.)
*
Diagnostic Clarification Consult (patient will return to referring clinician for ongoing management)
Complex Medication Consult
Ongoing Psychiatric Management
Treatment-Resistant Symptoms
ADHD Evaluation and/or Treatment
Bipolar Spectrum Evaluation
Trauma-Related Conditions
Other
Brief Description
*
Section 5
Urgency/Safety Screening
Is this patient currently experiencing any of the following? IMPORTANT: IF YES TO ANY OF THE BELOW, this patient requires emergency/crisis evaluation and should NOT be referred to outpatient psychiatry. Revisit when stable.
*
Active Suicidal Intent or Plan
Recent Suicide Attempt (past 30 days)
Acute Psychosis with Safety Concerns
Severe Substance/Alcohol Withdrawal Risk
None of these - proceed with referral form
Urgency for Appointment
Please Select
Routine (2-4 wks)
Soon (within 2 weeks)
*Urgent (within 48 hours - provide reason below)
*Urgent requests will be accommodated when at all possible but cannot be guaranteed
If *Urgent was selected for Appointment, please briefly explain (urgent requests with no explanation will be treated as routine)
Section 6
Current Medications
Please list current medications (or upload list below)
Upload current medication list
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Section 7
Past/Current Mental Health Treatment
Currently in Therapy?
Please Select
Yes
No
I don't know
Has the patient ever seen a psychiatrist?
Please Select
Yes
No
I don't know
Has the patient ever been hospitalized for psychiatric reasons ever in lifetime?
Please Select
Yes
No
I don't know
Section 8
Attach pertinent records
Any Additional Notes
Is there anything else we may need to know for review of this patient? (history of aggression, comorbid substance use, concern for self harm/NSSI, psychosocial dynamics, etc).
THANK YOU!
We appreciate your time in making this referral process as streamlined as possible for your patient. Submission of this info will generate an immediate review by our team. Again, if referral is approved, we will reach out to the patient for scheduling within 2 business days. If declined for any reason, or if any additional information is required, you will hear from us via your practice contact info provided above.
*By submitting this form, you attest that patient has provided consent/release for transmission of this information and subsequent contact by our team
*
I acknowledge and agree
Submit
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