How to embed the referral form on your website

Your Referral Intel referral form can be added to your practice website so referring providers can submit referrals online.

Embedding the form makes the referral process feel more seamless because the form appears directly on your website.

Short answer

Send your Referral Intel referral form link to your web developer and ask them to embed it on your website’s referral page.

If you manage your own website, you may also be able to add the form using an embed block or iframe, depending on your website platform.

Direct link vs. embedded form

There are two common ways to add your referral form to your website.

A direct link opens the referral form as a separate page.

An embedded form displays the referral form directly inside a page on your website.

Both options work.

A direct link is usually faster to set up.
An embedded form usually feels more integrated and professional.

Where to place the referral form

Most practices place the form on a page called something like:

Refer a Patient
Referral Form
For Referring Providers
Provider Referrals
Send a Referral

Choose a page name that referring providers can easily find.

What to send your web developer

Send your web developer:

Your Referral Intel referral form link
The page where you want the form added
Whether you want the form embedded or linked as a button
Any preferred button text or page title
Any instructions about your website layout

Example message:

“Please add our Referral Intel referral form to the referral page on our website. We would like the form embedded on the page if possible. If embedding does not work well with our site layout, please add a button that says ‘Submit a Referral’ and links directly to the form.”

Suggested website button text

If you are linking to the form instead of embedding it, use clear button text.

Good options include:

Submit a Referral
Refer a Patient
Send a Referral
Start a Referral
Online Referral Form

Avoid vague wording like “Click Here” or “Learn More.”

Suggested page introduction

Above the form, include a short explanation.

Example:

“Use the form below to submit a referral to our practice. You may include patient information, referral details, and any relevant attachments. After the referral is submitted, our team will review it and follow up as appropriate.”

What referring providers can submit

Depending on your practice setup, the referral form may allow referring providers to submit:

Referring provider information
Referring office information
Patient contact information
Reason for referral
Preferred location
Requested provider
Notes or referral details
Images, records, documents, or other attachments

Once submitted, the referral enters your Referral Intel portal.

Test the form after embedding

After the form is added to your website, test it before sharing it widely.

Submit a test referral and confirm:

The form loads correctly
Required fields work as expected
Attachments can be uploaded, if applicable
The referral appears in your Referral Intel portal
The referring office information appears correctly
Patient information appears correctly
Your team knows where to find the new referral

Testing helps catch setup issues before referring offices begin using the form.

Make the referral page easy to find

Your referral form should be easy for referring providers to locate.

Consider adding the referral page to:

Main website navigation
Footer navigation
Provider resources page
Contact page
Email signature
Printed referral materials
QR code on referral cards or handouts

If referring providers cannot find the form, they are more likely to continue using fax, email, phone, or paper.

What if embedding does not work?

If the embedded form does not display correctly, use a direct link instead.

A direct link is still a good option and may be easier to maintain.

Your website can include a button such as:

Submit a Referral

That button can open the Referral Intel referral form in a new page or tab.

What if your practice still uses paper referral forms?

You can continue accepting paper, faxed, emailed, or phone referrals.

If a referral comes in outside the online form, your team can manually add it to Referral Intel.

Over time, you can encourage referring providers to use the online form because it helps your team track referrals and follow up more consistently.

Best practice: explain why the online form helps

When you introduce the online referral form to referring providers, explain the benefit.

For example:

“Using our online referral form helps us receive the referral details, follow up with the patient, and keep your office informed more consistently.”

This helps referring offices understand that the form is not just a technology change. It improves the referral workflow.

Common mistake: embedding the wrong link

Make sure your web developer uses the referral form link, not your internal practice portal link.

The referral form is for outside referring providers.

The practice portal is for your internal team.

Common mistake: not testing attachments

If your practice expects referring providers to upload images, records, documents, or other files, test the upload process before launch.

Make sure your team knows where uploaded files appear inside Referral Intel.

Common mistake: hiding the referral form too deeply

Do not bury the referral form several clicks deep on your website.

Referring providers should be able to find it quickly.

A visible “Refer a Patient” or “Submit a Referral” button can make a big difference.

How to share your referral form link
How attachments and X-rays work
How to view a new referral
How to manually add a referral
How to access your practice portal