Referral Workflow

Ordering a Referral

  1. The provider orders the referral during a visit or phone note
  2. The provider types information about the referral into the Results box (eg: ICD10 code, reason for referral, timeframe for referral)
  3. The provider chooses the task type Referral Needed and assigns the task to the Referral Coordinator user
  4. The Referral Coordinator generates a referral form and any other needed documentation
  5. The Referral Coordinator tracks notes in notes box for their task and clicks the Task Completed checkbox
  6. The Referral Coordinator clicks the Add Task button
  7. The Referral Coordinator chooses the task type Confirm Outcome and assigns the task to the Pending Referral user. If an appointment for the referral was made by the office, set the due date for this task to a week after the appointment date

Importing Results

  1. Find the result in the Import Documents tool
  2. Attach the result to the patient
  3. Choose the File as Unattached Document option, filling in the date of the consult
  4. Choose the ordering provider’s name from the Needs to be Signed by Provider drop down
  5. Save the result, and close the Import Documents tool
  6. From the schedule screen, choose the patient from the the drop down list in the patient finder to open the patient’s chart
  7. In the Outstanding Tasks component, double-click the referral order to open it
  8. Mark the Pending Referral task as completed
  9. The provider finds the result on Signing queue, creates a followup task if needed and clicks Sign
  • Last modified: October 13, 2020