Referral receipt to closure

Step by step

1. Receive referral Clinician

   Clinician confirms current privilege and patient assignment, selects the patient and submits the referring provider, specialty, receipt date and priority. The case enters Received.

   • Submit a Received specialty request after patient and clinician checks.
   • Updates Referrals, Patients, Care team assignments, All clinical privileges

2. Review referral Referral Reviewer

   Referral Reviewer checks patient context and decides whether to move the case to Reviewed or Declined.

   • Decide Reviewed or Declined after checking care context.
   • Updates Referrals, Care team assignments, All clinical privileges
   ApprovalA person approves before the work moves on.

3. Schedule care Referral Coordinator

   Referral Coordinator arranges the next visit and marks the referral Scheduled when the booking is real.

   • Record the scheduled visit and referral state.
   • Updates Referrals, Encounters

4. Record encounter Clinician

   Clinician conducts the visit and records encounter evidence linked to the patient; staff match it to the intended referral during review.

   • Keep visit evidence tied to the patient encounter.
   • Updates Encounters, Clinical notes, Observations

5. Follow up Clinician

   Clinician records a due date, completion date and outcome against the selected referral.

   • Date and describe the later outcome for the selected referral.
   • Updates Referral follow ups, Referrals, Care team assignments, All clinical privileges

6. Close referral Referral Reviewer

   Referral Reviewer checks that the referral reached Seen and that the follow-up outcome supports closure.

   • Mark the referral Closed after review.
   • Updates Referrals, Referral follow ups

Clinician

, Referral Coordinator, Referral Reviewer, Care Operations Manager.