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- Patient Referral Management
- Frequently asked questions
Questions, answered
Answers about referral intake, review, visits and care follow-through.
Patient Referral Management
9 questions
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How do I get started?
Click Get started, then use Proto to configure Patient Referral Management for your business. Begin with one specialty, its reviewers, current patient and staff records, and a representative referral that reaches a visit.
What is the main working record?
The referral records the patient, referring provider, specialty, received date, priority and lifecycle status. Follow-ups attach to that referral.
How are urgent requests identified?
Set the referral priority to Urgent. The received-referral list shows priority beside specialty and patient, so the reviewer can identify urgent work.
Who decides whether a referral progresses?
The Referral Reviewer checks the patient and care context and records the move from Received to Reviewed or Declined.
Where does a follow-up outcome go?
Record it on a follow-up linked to the referral, together with its due and completion dates.
Is a scheduled referral the same as a completed visit?
No. The referral can be Scheduled while its encounter is still Scheduled or in progress. The encounter records the visit state.
How do clinicians see assigned work?
Care tasks link to an assigned staff member and patient. The Open Care Tasks list shows the assignee, status and due date.
Where are consent and privileges recorded?
Purpose-specific consent records link to patients. Professional privilege records link to clinicians and carry verification and effective dates.
Can an outside appointment system be connected?
Yes. Plan its connection during setup and agree who reconciles changes with encounter records.
Set up Patient Referral Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.