Incoming - Daily use of referral management

Open Referral Management

Select each referral status on left hand side, one at a time.

Triage

Open the referral, review the attachments, determine if it is accepted or declined; change the status of the referral accordingly. Adjust the employee or jobclass to team member booking appts/contacting patients. Click Save.

Goal for the status - By the end of the day this should be empty.

Accepted

Open referral once the due date turns red, determine if patient is being booked now or is going on a waiting list.

A. Booking immediately - book appointment, notify patient, document notification, change due date to one month after appointment date.

B. Waiting list - Make a note of waitlist length in referral notes, change due date to when the schedule is available.

Goal for the status - No Red referrals by the end of the day.

Declined

Open referral and chart, create declined letter and send to referring provider. Change status to returned, save and close.

Goal for the status - No referrals by the end of the day.

Booked

Open referral and chart, check to see if there is a consult report that is sent back to referring provider.

If yes, change status to completed, save and close.

If patient missed appointment, send status letter back to referring provider. Change status to missed, save and close.

If patient seen, but no consult yet, check with provider for a completed consult, change due date a few days to give the provider some time to complete.

Goal for the status - No referrals by the end of the day.