Outgoing Referral Process
Dr. Steps
- Dr. Creates referral letter/form.
- Click 'Save w/Ref' .
- Select 'New Referral'.
- Choose applicable template for the clinic
Depending on the template selected, some of the following items may already be complete, if so, skip to the next step.
- Make sure outgoing is checked off and assign the referral to the staff members who complete them, such as referral coordinators or receptionists.
- Select reason for referral from the dropdown.
- Enter any notes in the first notes section, such as which supplementary documents are required.
- Select the specialty to send referral from the dropdown, if there is a specific doctor in mind, select them from the ref doc search icon, or type the name into other.
- Add any documents that are pertinent to the referral, such as a letter/form and any other applicable documents.
- Click on the paperclip.
- Select document type, such as scan, or letter.
- Highlight and click add, the document name will appear on the right-hand side. (The document will remain on the patient chart as well).
- Save.
All items are now attached to the referral for easy management.
From here the staff member in charge of sending referrals will take over the process.
Related Articles
Outgoing Referral Process - Staff steps
Referral staff steps for each status: Pending Staff member responsible for referrals will open referral from their assigned list of referrals. Add any information the doctor didn’t add, such as a specific doctor or adding the relevant documents ...Referral Management Introduction
Referral management is a feature used to maintain referrals throughout the full process, for both outgoing and incoming requests. It tracks key information, such as doctors sending and receiving, specialty, reason for referral, and key dates along ...Referral Management Report
Utilizing referral management not only provides advantages in tracking referrals throughout the process, but it also generates a report that offers a wealth of information, including trends and volumes of referrals based on specific criteria. Find ...Daily use of referral management
Open Referral Management; select each referral status on left hand side, one at a time. Select each referral status on left hand side, one at a time. Pending status - open the referral, add in specialist name, fax to specialist, and type in notes the ...Creating referral management templates
Although each referral is going to be different, there are many concepts that remain the same and could be pre-typed. On the healthquest tabletop screen, click the setup menu and select ‘referral management templates’. Name the template. Select the ...