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How to Optimize Communication Between General Practitioners and Orthopedic Surgeons

How to Optimize Communication Between General Practitioners and Orthopedic Surgeons

Best Practices

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Learn how to improve communication between GP and veterinary orthopedic surgeon for improved referrals, case management, and patient outcomes

By 

Sustainable Vet Group

Updated on

February 26, 2025

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Effective communication between general practitioners (GPs) and veterinary orthopedic surgeons is crucial for smooth case management and the best patient outcomes. However, miscommunication, incomplete referrals, and unclear follow-up responsibilities can lead to delays, frustration, and less effective care.

Take, for example, a dog with a CCL rupture. If referral notes lack high-quality imaging or joint stability test results, the surgeon may need additional diagnostics, which can delay surgery. Similarly, if post-op instructions are unclear, the GP may find it difficult to manage rehabilitation and pain.

By improving referral processes, information sharing, and follow-up protocols, veterinarians can collaborate more effectively, enhancing both surgical success and long-term patient care.

In this article, we will explore practical steps to improve collaboration, simplify workflows, and ensure better orthopedic outcomes for veterinary patients.

TL;DR

  • Make referrals clear and complete – Provide a concise referral summary, attach high-quality imaging and lab results, and clearly state the reason for the referral to avoid delays.
  • Perform essential pre-referral diagnostics – Take proper X-rays (multiple views, high quality) and run basic lab tests (CBC, chemistry, joint fluid analysis if needed) before sending the case.
  • Communicate effectively with specialists – Use structured referral letters, make direct calls for urgent cases, and confirm that all records are received before the consultation.
  • Clarify post-op responsibilities – Read and follow discharge instructions, ensure consistent messaging to the client, and know when to escalate concerns.
  • Manage client expectations upfront – Discuss costs, timelines, recovery process, and potential complications before referral to prevent misunderstandings.

Effective Referral Communication

Make referrals clear and simple to improve patient care.

Include a Clear Referral Summary

Don’t just forward a stack of medical records – write a concise referral letter or use a standardized form. Summarize the patient’s key history, physical exam findings, relevant test results, treatments given (with outcomes), and your diagnosis or differential diagnoses.

Also clearly state the reason for referral (what question or service you need from the specialist). This focused approach ensures the surgeon quickly grasps the case without sifting through unnecessary details.

Attach Relevant Documents

Provide copies of important lab results and diagnostic images (e.g., radiographs) with the referral letter. Ensure x-rays are high quality and properly labeled. Including this upfront prevents duplication and delays, allowing the specialist to plan the next steps without waiting for more information.

  • Example (for TPLO cases): Include pre-operative radiographs (craniocaudal & mediolateral views), joint stability test results (cranial drawer and tibial thrust test), and CBC/biochemistry panel results to assess surgical readiness.
  • Example (for Hip Dysplasia cases): Submit pelvic radiographs (VD extended view under sedation), PennHIP or OFA evaluation reports (if available), and any prior conservative management history (NSAID use, physical therapy, or weight management interventions).
  • For Any Orthopedic Surgery: If a CT scan, MRI, or arthroscopy findings exist, sharing those with the referral will significantly improve pre-surgical planning.

Be Clear and Concise

Format the referral letter for easy reading—use headings or bullet points for sections like “History,” “Findings,” “Diagnostics,” “Treatments,” and “Referral Request.” Ideally, keep it to about 1–2 pages of focused information.

Avoid long narratives or illegible handwritten notes, which are common mistakes that frustrate specialists. Clear, well-organized information helps the receiving surgeon understand the case quickly and communicate effectively with the client about next steps.

For example, a GP once faxed over 15 pages of progress notes for a chronic limping case without a summary. The orthopedic surgeon nearly missed the detail that the dog had a prior ligament surgery on that leg, which was buried in the records.

Solution: Always include a summary letter highlighting crucial history (e.g., past surgeries, medications) and the specific question for the specialist. This ensures critical details aren’t overlooked in a sea of records.

Pre-Referral Workup & Diagnostics

Do basic tests before sending patients to specialists.

Complete Basic Imaging

Perform the necessary imaging before making a referral to streamline care. For orthopedic cases, this typically involves high-quality X-rays of the affected limb or joint, with at least two different views. Sedate the patient if needed to get clear images.

Sending these images to the surgeon ahead of time allows them to assess the injury and plan for possible surgery during the initial specialist visit, rather than just performing diagnostics then.

Run Relevant Lab Tests

Include recent blood work and other important tests in the referral package. For example, a CBC/chemistry panel (and urinalysis for older patients) is often recommended before orthopedic surgery. If there's a chance of infection, consider joint fluid analysis or culture and include those results. Providing this information ensures the specialist has everything needed and won't have to repeat tests, saving the client time and money.

  • For routine orthopedic surgery (e.g., TPLO, hip replacement): A CBC/chemistry panel is essential to check for underlying conditions that may affect anesthesia or healing.
  • For older patients or those with systemic disease: Include a urinalysis and thyroid panel (T4), especially in geriatric cases or breeds prone to hypothyroidism.
  • If infection is suspected (e.g., septic arthritis, osteomyelitis): Submit a joint fluid analysis (cytology) and bacterial culture to confirm the presence of infection before surgery.
  • Example (for a dog with suspected immune-mediated polyarthritis): Provide joint fluid cytology from at least three joints to help differentiate from infectious arthritis.

Avoid Unnecessary Delays

Don’t spend too long trying to perfect the workup if it's clear a specialist is needed. Perform the basic diagnostics you can, then refer promptly. Delaying a pre-referral workup too much (or referring without any workup) can both be issues.

Aim for a balance: address straightforward tests (like X-rays for a fracture or blood tests for surgical candidates) but know when to pass the case on.

Share Everything Pertinent

Make sure all diagnostic results are sent. Missing records or images can delay treatment—if the surgeon doesn’t have the radiographs or lab results at the consultation, they might need to repeat them. Double-check that the referral hospital received the files (many have an email for sending radiographs and labs).

For example, we have seen a dog with intermittent lameness referred to an orthopedic specialist without any X-rays. The specialist had to schedule the dog for imaging on a later day, frustrating the owner and delaying diagnosis.

Solution: Always take and send initial radiographs for orthopedic cases. Even if the images aren’t definitive, they provide the surgeon with a starting point. In this case, if the GP had provided X-rays, the surgeon could have assessed them and possibly proceeded with advanced imaging or treatment during the same visit, speeding up care.

Collaborative Case Discussions

Talk with specialists early to get the best advice.

Consult Early and Specifically

If you're unsure about an orthopedic case or need advice, contact the specialist for guidance. Many orthopedic surgeons are open to discussions with referring vets and may provide phone or email consultations as a courtesy.

When reaching out, prepare a brief case summary and specific questions to focus the conversation (e.g., "Given these X-ray findings, do you recommend referral for surgery, or can we manage conservatively for now?"). This focused approach respects the specialist's time and provides more helpful advice.

Use the Right Communication Channel

Choose your communication method based on the urgency of the case. For urgent or emergency orthopedic issues (like open fractures or sudden neurological problems), call the surgeon or specialty hospital directly and mention that the case is urgent.

For non-urgent questions or updates, an email with details or an online referral portal can be effective, allowing the specialist to respond between surgeries. If you don't receive a timely reply and the matter is urgent, follow up with a phone call.

Keep an Open Dialogue

Maintain open lines of communication throughout the case. After you refer the patient, you might have additional questions or new information (e.g., a lab result that came in later) – promptly update the surgeon.

Likewise, if the specialist notes something (like an incidental finding or a client concern) that you might help with, be available to discuss it. This teamwork approach ensures continuity of care. Remember, teleconsulting tools (even sending images digitally or having a quick virtual meeting) can facilitate veterinarian-to-specialist communication when distance or schedules are an issue.

Know When to Escalate

If a communication breakdown occurs – for example, you’re not hearing back about a critical case – don’t hesitate to escalate appropriately. You might contact an alternate specialist at the practice or even a practice manager if needed.

Timely, direct communication can prevent small misunderstandings from becoming big problems. As a referring vet, you are the advocate for your patient and client; it’s okay to politely push for information or clarity when the pet’s well-being is on the line.

Scenario (Specialist Consultation): A general practitioner suspects a cranial cruciate ligament tear in a dog but isn’t 100% sure. They email an orthopedic surgeon with the case details, asking if referral for a TPLO surgery is warranted. After two days with no response, the GP notices the dog’s condition worsening.

Solution: In cases where timely advice is needed, call the specialist’s office rather than waiting on email. In this scenario, a quick phone call identified that the email had gone to spam; once connected, the surgeon reviewed the case and advised immediate referral for surgery. The lesson is to choose the fastest communication method for urgent questions – a phone call can avert delays for a deteriorating patient.

On the flip side, for routine advice, scheduling a phone consult or sending a concise email (and confirming receipt) can get you valuable guidance on next steps without an actual referral, strengthening collaborative care.

Post-Surgical Coordination

Work together after surgery for a smooth recovery.

Obtain and Read Discharge Instructions

After the orthopedic surgeon treats the patient, such as performing surgery, make sure you receive a discharge summary or report. This should include details about the surgery, any findings during the operation, medications to continue, restrictions like exercise or bandage care, and the follow-up plan.

Review this information carefully as soon as you get it. If you haven't received a report by the time the pet returns to you, call the specialist to obtain it—never guess the plan. Clear documentation from the surgeon is essential for you to continue care properly.

Clarify Follow-up Responsibilities

Discuss with the surgeon and the pet owner who will handle different parts of the aftercare. Often, the general practitioner will manage tasks like suture removal, bandage changes, routine rehab exercises, or follow-up lab work, while the specialist might want to see the patient for recheck exams or follow-up X-rays at specific intervals. Make sure these roles are clearly defined.

For example, confirm if the surgeon will re-evaluate the pet 6–8 weeks after surgery for radiographic healing, or if you should take X-rays and send them over. Having this plan in writing prevents confusion for everyone involved.

Synchronize Messaging

It's important that you and the orthopedic surgeon provide consistent advice to the owner. Reinforce the surgeon's instructions when the pet returns to you. If the surgeon said "Crate rest for 4 weeks," emphasize that same message at each GP visit.

Any changes or concerns about the plan should be discussed between vets, not by giving the owner different instructions on your own. Consistency prevents the common issue of "but my regular vet said I could start walks earlier," which can undermine trust or the pet's recovery.

Stay in the Loop on Progress

Good communication goes both ways—the specialist should keep you updated on the patient's progress, and you should inform them if there are any complications or questions during recovery. For example, if the surgical site looks inflamed during a bandage change, let the surgeon know right away and perhaps send a photo.

Early communication about concerns allows the specialist to guide you on interventions, like adjusting medications or seeing the patient sooner. This teamwork ensures any post-op issues are handled efficiently.

Plan for Emergencies or Complications

Before the patient leaves the specialty hospital, make sure you know how to contact the surgeon or facility if an emergency happens (during or after hours). Share this plan with the client and ensure your clinic staff is aware of it.

For example, if the dog re-injures its leg or has a drug reaction, should the owner go directly to the ER at the specialty center, come to you, or call first? Discussing these options in advance prevents panic and wasted time if something goes wrong.

Scenario (Post-op Follow-up): A cat has a complex orthopedic surgery at a referral center. A week later, the owner visits their GP for a check-up and to ask some questions. However, the GP hasn’t received any discharge notes and doesn’t know that the cat has external pins that need weekly cleaning.

Solution: The GP’s office immediately contacts the orthopedic surgeon to get the discharge instructions, which include pin care and a schedule for pin removal. Moving forward, the GP now calls the specialty hospital on the day of surgery to get a briefing on the outcome and expected aftercare.

This scenario highlights the need for proactive communication: don’t assume you’ll automatically receive all the information—sometimes you must actively seek it to ensure smooth post-surgical care.

Client Communication & Expectation Management

Explain the referral process clearly to clients.

Introduce the Idea of Referral Properly

When you decide to refer, explain to the pet owner why a specialist is the best choice. Discuss the specific expertise or advanced procedures the orthopedic surgeon can offer (for example, “Tibial Plateau Leveling Osteotomy for your dog’s knee”).

Present it as teamwork: you're involving a colleague to provide the best care for the pet. This helps the client understand that you're not "handing off" their pet, but rather adding a specialist to the care team.

Set Realistic Expectations

Prepare the client for what will happen at the referral. Let them know the specialist may repeat some tests or take new images to get the most accurate information—this helps prevent frustration if diagnostics are redone.

Provide a general idea of the timeline: for instance, an initial consultation might take a few hours, and surgery (if needed) could be the same day or later. If the pet might stay overnight or longer, mention that.

Also, discuss recovery time and effort: for example, "After surgery, expect several weeks of restricted activity and possibly rehab exercises—it's not an instant fix." Setting these expectations helps prevent misunderstandings about the recovery process.

Discuss Costs and Logistics Upfront

Be honest about the potential costs of specialty care. While you might not have an exact amount, you can provide an estimate or range for advanced imaging or surgery based on past cases. Clients appreciate knowing the financial commitment so they aren’t surprised by the specialist’s estimate.

Additionally, assist with logistics: provide the referral hospital’s address, phone number, and any instructions (e.g., fasting before the appointment if sedation might be needed for imaging).

Whenever possible, your clinic can help make the appointment for them or at least advise on how to schedule it. Owners feel more comfortable when you guide them through the process (e.g., “We’ll send over all of Max’s records and X-rays, and the surgeon’s office will call you to set up a time. Here’s what you should bring with you…”).

Maintain Client Trust During the Handoff

Reassure the owner that you’ll stay involved and informed. Explain that after the specialist evaluation, you will communicate with the surgeon about the findings and plan. Clients often worry they’ll "lose" you once they go to a specialist, so let them know you’ll be there for follow-up and will receive updates.

Encourage them to ask questions during the specialist consultation, but also invite them to call you if they need help understanding any recommendations. This teamwork approach can greatly boost the client’s confidence in the referral process.

Avoid Over-promising

It’s natural for pet owners to ask, “Will my dog be 100% better after this surgery?” or “Is this going to fix the problem permanently?” Be honest that while the surgeon will do their best and most pets improve, no procedure is guaranteed. Discuss the prognosis in terms of probabilities or ranges (“There’s a very good chance of significant improvement, though minor lameness could persist”).

Also, discuss possible risks in a balanced way (not to scare them, but so they aren’t surprised if a complication occurs). By managing expectations, you prevent the scenario where an owner is unhappy despite a clinically good outcome, simply because they expected a miracle.

Scenario (Client Expectations): A GP referred a Labrador with elbow dysplasia to a surgeon, describing the procedure to the owner as a “routine arthroscopy” and assuring them the dog would be running normally soon. The owner expected a quick recovery. In reality, the dog needed more extensive surgery and months of rehab, leaving the client surprised and upset.

Solution: The GP should have prepared the client with a more cautious outlook. For example, they could explain that the specialist will determine the best course of action, which might be arthroscopy or another intervention, and that elbow problems often require significant rehab. Additionally, the GP could mention the range of recovery times, such as “some dogs heal in a few weeks, while others need a few months of therapy.”

By providing a realistic picture ahead of time, the client would have been mentally and financially prepared for the longer journey. The key is to inform without inflating expectations, so the client stays committed to the treatment plan rather than feeling misled.

Common Pitfalls & Solutions

Avoid common mistakes to make referrals better.

Incomplete or Unorganized Referral Info

Important case details can be lost when a GP sends only raw medical records or a brief note. This can leave the specialist unsure of why the pet was referred or what has been done so far.

Always include a structured referral letter that highlights the main points, such as history, findings, diagnostics, treatment, and the referral request. Many specialty centers provide referral templates to ensure nothing is missed; if not, a one-page summary is much better than 20 pages of records without context. Clear and concise communication from the start prevents confusion and helps the surgeon quickly understand the case.

Missing Diagnostics at Referral

The specialist may not have access to previous test results or imaging, leading to redundant testing or delays. For example, if a blood test or X-ray was done at the GP but those results were not forwarded, the specialist might have to repeat them or delay treatment.

Solution: Double-check that all relevant lab results, radiographs, and other test reports are sent to the referral hospital (and received) before the client’s appointment.

It’s a good idea to give the client copies as a backup. By providing a complete diagnostic workup in advance, you streamline the specialist’s process and avoid wasting time re-running tests the GP has already done.

Poor Indication of Case Urgency

Sometimes, a referral is made through routine channels for a case that actually needs immediate attention, causing a delay that harms the patient. The specialist might not realize a case is an emergency if it's not clearly communicated.

Solution: If a case is urgent (like a compound fracture or suspected septic joint), call the specialist right away and inform them of the situation. Mark any written referral or email as "URGENT" and provide context (e.g., "fracture – pain not controlled, please see ASAP").

Most surgeons will accommodate true emergencies, but they need to be informed. Quick, direct communication can prevent unnecessary deterioration while waiting.

Lack of Ongoing Communication

After a pet is referred, the GP might completely step back and not stay informed, or the specialist might fail to update the GP. This gap can leave the primary vet unaware of treatments given, or the client receiving mixed messages.

Solution: Keep a feedback loop open. The specialist should send a summary of findings and treatments promptly after the consultation or surgery. If you don't receive one, reach out and request an update.

Similarly, when the pet returns to your care, inform the specialist about the patient's status, especially if any complications arise. Continuous communication ensures everyone—GP, specialist, and client—stays informed about the pet's care.

Client Left in Confusion

The pet owner may not know who to contact for specific issues or might receive different information from the GP and the specialist. For example, the client might call the GP about a post-surgery issue when the surgeon actually wanted to handle those calls, or vice versa. This miscommunication can lead to frustration and even mistrust.

Solution: From the beginning of the referral, clarify the roles: The specialist will address the specific issue and inform both the client and you of the plan, while you will handle routine care and act as a liaison. Encourage clients to keep both your contact information and the specialist’s, and assure them they can reach out anytime.

Also, show a united front—when clients see their GP and surgeon communicating and co-managing smoothly, it boosts their confidence. Clients especially appreciate when their questions are answered and their veterinarians work together; simple follow-ups (even a quick call to the client after the specialist visit) can greatly enhance their perception of care.

Unaligned Expectations or Instructions

A common mistake occurs when a client expects something unrealistic, like an outcome, cost, or timeline, or when home-care instructions aren't clearly communicated, leading the owner to unintentionally stray from the plan (e.g., letting the dog exercise too soon).

Solution: Use preventative communication. Before the referral, align expectations by discussing likely costs and recovery scenarios. After the specialist visit, make sure the client has heard and understood the discharge instructions—have them repeat key points to you, or follow up in a day or two to check in. If you notice any confusion or if the plan is complex, provide a written summary or handouts.

By anticipating misunderstandings and addressing them proactively, you can avoid issues that might affect the pet’s outcome. If something does go wrong or not as expected, timely and honest communication among the GP, specialist, and client will help resolve the situation quickly.

Conclusion

In conclusion, improving communication between general practitioners and orthopedic surgeons is key to better patient care and efficient treatment. By ensuring clear and concise referral communication, conducting necessary pre-referral diagnostics, and having collaborative case discussions, healthcare providers can make the referral process smoother.

Moreover, effective post-surgical coordination and managing client expectations are important for a smooth recovery and maintaining trust. Avoiding common mistakes through proactive communication and organization strengthens the partnership between general practitioners and specialists, benefiting the patient and enhancing overall healthcare outcomes.

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