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- Patient Referral Management
- Process
- Care access review
Care access review
Check patient assignment, clinician identity and current privilege before care work.
Step by step
-
Identify patient Referral Coordinator
Referral Coordinator confirms the patient number and selects the patient for the incoming specialty request.
- Keep the request on the intended patient identity.
- Updates Patients, Referrals
-
Link clinician Care Operations Manager
Care Operations Manager checks the staff record and its user link for the person who will act.
- Connect the acting staff member to the account.
- Updates People, Users
-
Check assignment Care Operations Manager
The manager confirms an Active assignment for the patient, clinician, access purpose and applicable dates.
- Confirm purpose and active period.
- Updates Care team assignments, Patients, People
-
Check privilege Referral Reviewer
Referral Reviewer reads the privilege type, verification status and effective period.
- Inspect type, evidence and dates.
- Updates All clinical privileges, People
-
Review request Referral Reviewer
Referral Reviewer decides whether the referral can advance from Received to Reviewed.
- Record the referral review decision.
- Updates Referrals
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Referral Coordinator
- , Care Operations Manager, Referral Reviewer, Clinician, Admin.
Set up Patient Referral Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.