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How to get diabetic patients screened for retinopathy

Patients with diabetes skip the eye check because their sight is fine. The referral works when it is a line on the diabetologist's own chart and the clinic writes back.

The GullySales team · Updated 3 Oct 2026 · 7 min read

On this page
  1. A general warning changes nothing
  2. Make it one line on the chart
  3. The letter back is the whole relationship
  4. Camp lists go cold where they are left
  5. Patients disappear between treatments, not before them
  6. The line you cannot cross
  7. What to do next

A patient with diabetes books an eye check when a doctor he trusts hands him a slip with a date and a name on it. Nothing else moves him, because his sight is fine and he has already been told to do a dozen other things. So the work sits with the diabetologist rather than the patient: get the eye check onto the chart that is used at every consultation, make the appointment easy to give, and write back about what you found.

A general warning changes nothing

The awareness poster in the waiting room is read by people who are already in a clinic. The patient who needs screening is at home, feeling well, with a glucometer and a long list of instructions he has learned to ration.

He will act on one thing: his physician looking up and saying, go and see this doctor, here is the number, tell them I sent you. So the question for a retina clinic is not how to persuade patients. It is how to make that one sentence easy for a busy physician to say.

Make it one line on the chart

Diabetologists work from a follow-up sheet or a chart that goes with the patient's file. If the eye check is not a printed line on it, it depends on memory in a crowded clinic.

Offer to print the sheets. Ask for one row with three boxes: date of last eye check, where it was done, and the next one due. Leave your clinic's appointment number in the footer, small. A practice that prints a physician's own paperwork, with the physician's own name on it, is doing something a glossy brochure cannot do.

The letter back is the whole relationship

This is the part most retina clinics skip, and it is the only part the referring doctor notices.

What the referrer gets backWhy it matters to themHow long it takes you
A short note naming the patient and the date seenCloses a loop in their own fileA template and two typed lines
What was found, in one sentenceTells them whether their control is holdingThe doctor says it, somebody types it
What was advised and when the patient is next dueLets them reinforce it at the next visitAlready in your record
A printed fundus photograph for the patient to carryTravels back to the physician's desk with your name on itA print and an envelope

The photograph is the cheapest marketing a retina clinic has. The patient shows it to his physician, his wife and his brother-in-law, and nobody has to be persuaded of anything.

Camp lists go cold where they are left

For example, a retina clinic in Vijayawada with three diabetes practices on the same road. The details are illustrative. It screens at a diabetic patients' association meeting and comes away with a hundred names, of whom a number are advised to attend the clinic.

That list is worth nothing in a drawer. Before the camp, decide who rings, from which number, and where the outcome is written. Record for each name: what the screening showed, whether the person was advised to attend, who they came with, and the result of each call. Ring the ones advised to attend first, the others later, and tell the association secretary afterwards how many people came. The secretary is why you were invited, and is why you will be invited again.

Patients disappear between treatments, not before them

A patient who has started a course of injections and feels better is the most likely of all to stop. Nothing hurts, the visits are inconvenient, and the cost is real.

Give the family a written plan at the start: what the doctor expects, how many visits that is likely to mean, what each one costs and what happens if treatment stops. Then keep a list of who is due, and ring anyone who misses. A patient who has stopped will rarely ring you, because he assumes the decision was his to make and has already made it.

The line you cannot cross

Payments for referrals, success-rate claims and patient stories about treatment outcomes all sit in restricted territory for doctors, and the rules are not the same everywhere and do not stay still. Telemedicine and remote screening have their own guidelines. Put your wording and any arrangement with a referring practice in front of your own council or adviser, in writing, and keep the answer on file.

What to do next

Walk to the two nearest diabetes practices with a one-page sheet that says what you test, what you treat, and the number that books an appointment without going through a queue. Ask one question: what would make it easier to send a patient here. Then do that thing. If you want the whole route traced, from the physician's chart to your appointment book to the patients who stopped coming, GullySales does it in the free audit and sends a written, scored report ranked by what to fix first.

Questions

Questions owners ask.

Our nearest diabetologist already refers to another retina clinic. Is there any point?
Yes, because referral habits are built on convenience rather than loyalty. A physician who struggles to get an appointment for a patient will try the next number on the list. Make yours the easiest to use and the only one that writes back, then be patient.
Can we pay a physician for each patient sent to us?
Referral payments are restricted under medical council rules and the position differs and changes, so ask your own council or adviser before any arrangement. The route that is open to you is the unglamorous one: a sheet, an easy appointment and a letter back on every patient.
How do we handle patients who stop treatment because of money?
Put the plan in writing at the start, with the number of visits the doctor expects and what each will cost, and say openly that the figure may change. Patients abandon treatment over uncertainty more than over the total. The ones who know what is coming find a way to pay for it.
Is a camp worth running at all?
Only if somebody is free to ring every name afterwards. A camp with no caller behind it is community service, which is honourable and is not marketing. Decide which one you are doing before you book the hall.

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