Outstanding Referrals

Introduction

An outstanding referral is a referral that has not been completed and populates in the Outstanding Referral Queue.

Key Objectives

• You will learn how to locate and navigate the Outstanding Referral Queue.

Video

Step by Step

• Navigate to the Schedule View
• Locate the badge icons on the top right 
• Click on the triple dot menu
• Select Outstanding referrals
  
  

TIP: The badge icon shows the total number of outstanding referrals.

• In the queue, the following is visible:
  • • • patient name
      • who they were referred to
      • indication for referral
      • requestor of referral 
      • notes
      • internal comment 

• Click on the patient name to be navigated to the patient chart
• Complete the referral

TIP: Refer to the outbound referrals article to review how to prepare an outbound referral

NOTE: A referral will automatically be removed from the list when a specialist consult report is imported in Data Integration and linked to the associated referral order. You can also remove open referral manually by clicking Ignore.

Roles

• Provider
• Clinical Staff
• Care Coordination