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- Patient Referral Management
- Implementation
How a Patient Referral Management rollout works
Start with one specialty queue and rehearse the patient-to-visit handoff.
Set identity
Prepare user, staff and patient records. Check assigned clinicians, current care team assignments and privilege evidence.
Set referral intake
Agree on specialty wording, priority use, review ownership and the point when a request becomes Scheduled.
Rehearse care
Take a reviewed request into an encounter, record visit evidence and check relevant consent.
Rehearse follow-through
Add a referral follow-up and assigned care task. Review due work and escalation with the manager.
Expand scope
Add further specialties after the team can explain its ordinary and exception handoffs from linked records.
What the customer provides
Provide patient identifiers, current staff and user mappings, referral sources, specialty names, assignment purposes, privilege evidence and the team members who make review decisions. Choose representative ordinary, urgent, declined and cancelled cases for rehearsal. Identify any appointment or provider communication system that must be connected.
Changing it afterwards
Review a status or permission change with the people who use it. Rehearse the affected path from intake to follow-up and confirm existing records still make sense. Update staff assignments and privilege periods when coverage changes, and inspect the open queues after each change.
Set up Patient Referral Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.