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Psychiatrist Form

Outpatient Mental Health Referral Form

A downloadable Psychiatrist form for healthcare professionals.
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Specialty

Psychiatrist

Downloads

7 times

Type

Form

Last edited

7/24/2026

Created by

Heidi Team

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About this form

The Outpatient Mental Health Referral Form is used to initiate referrals for psychiatric consultation within an Ontario clinic setting. It captures essential patient information, including demographics, current mental health concerns and services requested to support appropriate triage and assessment. Completing this form in Heidi supports structured referral documentation, reduces the risk of missing required information, and assists clinicians in submitting complete referrals in a timely manner.

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Frequently asked questions

What is the purpose of the Outpatient Mental Health Referral Form PDF?

The purpose of the Outpatient Mental Health Referral Form PDF is to refer patients to the outpatient mental health services at a specific Toronto hospital for psychiatric assessment, aftercare, or psychogeriatric clinic care. The two-page document is used by Ontario physicians to provide the necessary demographic, clinical, safety, and medication information. This enables the intake coordinator to appropriately triage the referral and assign the patient to the correct clinic and clinician for their mental health needs.

Who uses the Outpatient Mental Health Referral Form PDF?

You use the Outpatient Mental Health Referral Form as the referring physician in Ontario. You are responsible for completing the form with the patient’s clinical details, providing your OHIP number, and signing it. Your administrative staff might assist by supplying contact details and the reason for referral. The completed form is then faxed or submitted electronically to the receiving hospital's intake coordinator, who reviews the information and completes the office-use fields to schedule the patient's appointment.

What is included in a Outpatient Mental Health Referral Form PDF?

An Outpatient Mental Health Referral Form PDF includes essential patient information, clinical history, and referral details needed to support triage and assessment.

  • Patient demographic information, including name, date of birth, address, and health card number
  • Gender identity, preferred pronouns, and preferred language
  • Accessibility concerns and consent for contact via voicemail, email, and video
  • Referral source details and referring physician OHIP number and signature
  • Requested services: psychiatric assessment, aftercare, or psychogeriatric clinic
  • Past and present mental health and addictions conditions
  • Safety concerns, including suicidal ideation, self-harm, and violence
  • Current medications with dose and frequency
  • Functional impairment and relevant legal or insurance history
  • A list of required supporting documents like bloodwork, ECG, and reports

Common Problems of Completing Outpatient Mental Health Referral Form PDFs

The Race and Ethnicity Category Requires Direct Input

Completing the race and ethnicity section can be challenging. The form uses a specific set of predefined categories that you must apply to the patient. This often requires a direct conversation with the patient to ensure their identity is characterized accurately according to the form's options. If this conversation does not happen during the referral visit, or if the information is not already documented, you may have to follow up or leave this section incomplete, potentially delaying the referral.

Consent Flags Are Hard to Gather Post-Visit

The form requires you to confirm patient consent for contact via voicemail and email, as well as their ability to attend video visits. Gathering these explicit consents can be a friction point when you complete the referral documentation after the patient has already left the clinic. This often leads to an extra administrative step to contact the patient again just to confirm these details, slowing down the submission of an otherwise complete referral package.

Mental Health History Goes Beyond the Presenting Complaint

The form includes a checkbox grid for over ten mental health and addiction conditions, requiring you to specify both past and present diagnoses. It’s easy to focus only on the patient’s presenting complaint, but the form demands a more thorough review of the entire clinical record. Accurately completing this grid requires you to manually search through past notes and documents to ensure the patient's full history is represented, which takes time away from other clinical tasks.

Benefits of Using Heidi to Auto-Fill Outpatient Mental Health Referral Form PDFs

Demographics and Physician Details Pre-Filled and Accurate

Before you even start on the clinical details, you face the task of populating multiple demographic and provider fields. Heidi pulls the patient's name, date of birth, address, and health card number directly from their structured profile to pre-fill the form. It also adds your OHIP number and practice details from your provider profile. This ensures all identifiers are correct from the start, letting you focus on the clinical substance of the referral.

Clinical History Drafted from the Session Notes

Reviewing the entire chart to check off every past and present mental health condition is time-consuming. Heidi drafts the mental health and addictions summary by mapping conditions documented during the visit to the form's checkbox grid. It also surfaces documented safety concerns like suicidal ideation or self-harm from your clinical notes. This gives you a complete starting point for your review, ensuring the safety section reflects the documented record.

The Current Medication List, Complete Without Recall

Manually transcribing a patient's full medication list, including doses and frequencies, from the prescribing record is tedious and prone to error. Heidi surfaces the current medications with dose and frequency directly from the patient’s record. This populates the medication table accurately and completely, saving you from having to recall or look up each item manually. You review and confirm the final list before the form is submitted.

How to use this form

1

Auto-fill with Heidi

Click "Auto-fill Form with Heidi" to open the form in Heidi and complete the fields straight from your note, no copying and pasting.

2

Review and edit

Check the pre-filled details and make any changes before finalising the form.

3

Download or save

Download the completed form or save it directly into your patient records and workflows.

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