I could go on and on about pre-auths - managed care is the worse. Even Medicaid now wants a pre-auth to do A1c's (I use the A1c Now). Often times, when pts are not required to have a referral, offices still want them, and they don't want the pts making their own appts...but us! (okay...rant off)
I do have a standard form that I use for all specialists that seems to work well. We attached to it demographics and chart notes/lab/imaging reports etc.