I'm Psych. Recently moved to middle of nowhere.
Slowly the PCPs are circulating my cell phone number that Sushi will curbside.
I start off be declaring that my name better be entered into any chart, and secondly, I'm not talking about real patients but only hypothetical.
The PCP gets what they want. A starting point, or more confidence to continue whatever plan, or more willingness to refer.
IM/FM shouldn't forget that usual insurance based practices are 2000-4000 or more patients. They have the ability to refer to who and where they want and most patients will listen to their PCP. Specialists, depending on their field, are likely to be dependent on PCPs and those referral patterns mean something.
You don't have to refer within your Big Box shop. You don't have to refer to the person who is closest simply because they are closest. "Patient, close doc specialist isn't the best but if you can't travel I get it, they'll be good enough, but if you can travel I have a better working relationship with dr almost nearby, and they provide better communication."
I have a DPC practice in my rural place, that I have not seen a single referral from, and probably there are patients that should come my way but aren't. I have some PCPs in one of the Big Box shop groups who talking with me is now sending every single psych patient the person has on their panel. Others in the group continue to manage themselves.
Then you have some specialists who throw up road blocks. Insurance wise, they don't need referrals, but their office requires it. Or recently I saw from a neurology office, basically said no one crosses their threshold until most every record is sent, and their entire multi million work up is already ordered AND completed - in advance.
So the poster above who said experience, is absolutely right.
And the post who said refer when in doubt, is right, too.
Lot of gray.