Referral tracking can become less challenging when contact and progress are logged through the Care Team system.
Creating a new Contact log within the Care Team the referral is for is crucial to this process since it establishes the alert that will allow you to track it.
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Choose the Referral option.
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Use the drop-down menu to select the reason for the Referral.
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Use the drop-down menu to select the progress of the Referral.
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Once a referral log is entered you'll see an alert for the next planned follow-up.
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Clicking the Contact button on this alert will bring up the contact log for the Care Team the referral is on so that you can document the follow-up/progress of the referral.
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You can update the reason and progress of the referral at any point by clicking the Referral button within that Care Team.
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Reasons for Referral |
Referral Progress |
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