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- Patient Referral Management
- Process
- Care coordination
Care coordination
Assign patient work, inspect due items and record referral follow-up outcomes.
Step by step
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Set action Referral Coordinator
Referral Coordinator records a specific care task for the patient, with an assigned person and due date.
- Create assigned patient work.
- Updates Care tasks, Patients, People
-
Work task Clinician
The assignee moves the task from Open to in progress while taking the requested action.
- Show that an assignee has begun the action.
- Updates Care tasks
-
Record outcome Clinician
The assignee records completion, or moves the task to Escalated when a decision is needed.
- Complete or escalate the action.
- Updates Care tasks
-
Follow referral Clinician
Clinician checks current privilege and patient assignment, then records a dated follow-up and outcome against the selected referral.
- Attach dated evidence to the selected specialty request.
- Updates Referral follow ups, Referrals, Care team assignments, All clinical privileges
-
Review queue Care Operations Manager
Care Operations Manager checks due follow-ups and escalated tasks before the next handoff.
- Find open and due work.
- Updates Care tasks, Referral follow ups
Who does what
Roles and permissions- Referral Coordinator
- , Clinician, Care Operations Manager, Referral Reviewer.
Set up Patient Referral Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.