Pending

Open the referral, add in specialist name, fax to specialist, and type in notes the action completed. Change Referral Status to “Faxed” and change the due date two weeks ahead.

Click Save.

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

Faxed 

Open referral when the due date turns red, check for a status update:

1. If accepted, update status to “waiting for appointment” and postdate to appointment time expectancy, and make notes in the referral notes box accordingly.
2. If accepted and they have given an appointment date, change the status to 'Notify Pt'
3. If not, call the clinic to check the status of referral.

Click Save.

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

Waiting for Appt

Open referral when the due date turns red, see if appointment info is available:

1. If yes change Referral status to “Notify Pt” and change due date to today.

2. If there is no appointment notice, check in with specialty clinic and update accordingly. Make notes in the referral notes box accordingly.

Click Save.

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

Notify Pt

Open referral when the due date turns red. Contact patient to inform them of appointment details, once patient is aware, make a note in referral notes. Change referral status to “Waiting for Consult Report” and postdate 30 days after the appointment date. Make notes in the referral notes box accordingly.

Click Save.

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

Waiting for Consult Report

Open referral 30 days after consult date, when referral due date turns red, check for consult letter back from specialist:

1. If yes mark referral status as completed to reconcile the referral.

2. If not, call the specialist clinic to ask for one,
1. If they send right away, mark referral status as completed. Make notes in the referral notes box accordingly.
2. If not sending right away, change due date two weeks from today to check again. Make notes in the referral notes box accordingly.

Click Save.

Goal for the status-All patients have a consult report on file and are completed or postdated two weeks after communicating with the specialist clinic.