There are two different types of referrals discussed within our Monday flow, external referrals (we’re sending a patient outside of Amaze), and internal referrals (a provider is consulting another team within Amaze and referring patient internally).
External Referrals:
Sending patients to a specialist or other facility outside of Amaze
* All patients see an Amaze medical provider first, who will decide whether or not a referral is appropriate. Occasionally, patients will write in requesting a referral based off their own judgment. We still have them see an Amaze provider to clarify.
If a provider decides a referral is necessary, they will send a task to the patient advocate team using one of two methods.
- Repurposing an existing task: This is only recommended if the provider no longer needs a task open for their own follow-up purposes. If no further follow-up task is needed, the provider can rename the currently open task and replace the patient advocate team as the owner of the task, and add themselves as an “other” in order to follow along. Next, add the advocate team tag to the task. In the update section, the provider will then use the TextExpander snippet “new.referral” to add the required information to the task regarding the requested referral.
- Creating a new task: In the event that the provider wants to keep their original task for themselves in order to follow-up on the patient, they’ll duplicate the original task, renaming the new copy, and assigning it to the patient advocate team. Next, add the advocate team tag to the task. In the update section, the provider will then use the TextExpander snippet “new.referral” to add the required information to the task regarding the requested referral.
Internal Referrals:
Occasionally, one of our medical team members may decide a patient would benefit from seeing one of our internal teams: Primary Care, Mental Health, Nutrition, or Ortho. In this scenario, the provider will either duplicate the task to create a new version, or repurpose the currently open task on the patient. They will then tag the team (in the “team” column) they are handing off to and add the team as an owner of the task. It is best to update the update section of the task with as much helpful information as possible. Always consider a Microsoft Teams chat or warm hand-off for patients that are higher acuity.
Assigning the team and adding them as an owner will place the task in the “New Tasks & Messages” group within the team’s view, allowing them to process the internal referral appropriately.