In my experience it is par for the course that it takes a few calls to get this kind of stuff resolved. That's just how it works. Perhaps it would help to remind yourself that there are many, many parents of disabled kids who have been in much more difficult situations but have found a way to navigate the system. Skip the back story on the phone. Be polite and ask for help and repeat and repeat. If they said you'd get a report in 30 days be prepared to check on that and to make it clear that you are in a holding spot stuck until you can get a PT referral. It has been my experience that nearly always there is a nice secretary who cares and will help if you hit the right combination of sweet and pitiful.

If his pediatrician hasn't seen him for balance problems he/she should before they do the referral anyway.