Referrals
Referral management
Referral management is the set of processes used to coordinate, track, and follow up on referrals to another clinician or service.
Why it matters in practice
The work may include preparing referral information, communicating with the receiving office, helping with scheduling, tracking status, and returning information to the referring team. Responsibilities vary by practice and specialty.
Example
Illustrative example: a referral coordinator records when a request is sent, follows up on missing information, and documents whether the patient completed the visit.
Learn more
AHRQ recommends assigning responsibility for coordinating referrals, tracking them, and confirming completion and results.
Make Referrals Easy: Tool 21, Agency for Healthcare Research and QualityRelated Diagna page
See the relevant product page for information about Diagna’s workflow offering.
Referral management