Introduction to Referrals
Referrals link together the treatments or sessions with a patient for a condition - essentially the "episode of Allied Health care", 'tracking' the patient's treatment through the hospital. A patient who is seen by multiple therapists of different disciplines will be assigned with a separate referral for each discipline.
A referral records the reason for seeing a patient. Before you can allocate time to a patient, you must create a referral for this patient. A referral tracks the allocation of time to a patient. It is critical for the collection of useful business information, as it allows a service to determine the amount of care required for, say, an elderly hip fracture patient. Without a referral there is no way to track the allocation of time to the reason for intervention. In Activity BarCoding, you cannot submit or approve a session unless each patient attendance has a valid referral assigned to it.
Referrals can come in two types:
1. Regular, which are patient & discipline specific
2. Blanket, which are discipline specific.
Your business rules may vary, but it is recommended that a referral is issue-specific. A regular referral is the most common type of referral. As far as possible regular referrals should be used for patient attendances. The only time where they should not be used is where you are providing a reasonably small amount of service to a patient you expect not to see again.
Blanket referrals are useful if your discipline sees a number of patients once and want to allocate all the time to a single clinical unit. The most common examples will be multi-disciplinary team meetings, where you will discuss a number of patients for no more than 10 minutes each. Blanket referrals can only be created by administrators through the maintain referrals screen.
Filling in information
Referrals are highly customisable, reflecting the differing approaches taken by health services to the collection of information. Your administrator can change the number of fields, and whether they are optional or mandatory. It is recommended that there is a clear business case for the collection of any data, and that it is regularly reviewed. If no-one can claim to have used a specific field in a certain period, e.g. 3 months, it is recommended that it is no longer collected. Much referral information can be derived from existing hospital systems. It is recommended that these are used for business intelligence instead of requiring staff to enter the information in another system.
There are a series of (completely optional) classifications that can be applied to referrals, if your organisation should decide to. However, they should only be included into processes if there is a good reason to do so. Extra data can be useful; but adding more classification steps increases the amount of time that staff need to devote to the system. The categories that can be used are as follows:
Referral compensable status
Reason for referral
Indicator for interventions
Referred for service types
DOH New Registration
Each option requires a name, code and barcode, though an imported foreign key to your legacy system (your existing data) can also be added if it is being imported into ABC.
Closing a Referral
It is important to always close a referral when the patient completes their series of visits. If you do not close the referral, the reports will show the patient as having been at the hospital longer than they actually had. Additionally, if you leave the referral open, the patient may come to the hospital later, for a different reason, and a doctor might find the referral, and edit it for the new visit. This will change the referral for all occasions. To close a referral, either scan the appropriate barcode on your scan sheet after scanning the patient barcode, or go to the session editor, click on the referral. and click 'Save and Finalise (Close)'.
Patients with more than one open referral
Edit a referral
Finalise a referral
Finalise multiple referrals
Create a New Blanket Referral in the ABC System
Referral Compensable Status
Creating a new Referral Property
Reason for Referral
Create a new Referral Reason
Modify a Referral Reason
Deactivate a Referral Reason
Create a new Referral Source
Modify a Referral Source
Deactivate a Referral Source
Create a new Referral Priority
Modify a Referral Priority
Deactivate a Referral Priority
Create a new Destination
Modify a Destination
Deactivate a Destination
Indicator For Interventions
Create a new Indicator For Intervention
Modify an Indicator For Intervention
Deactivate an Indicator For Intervention
Referred for Service Types
Create a new Referred for Service Type
Modify a Referred for Service Type
Deactivate a Referred for Service Type
Create a new Medical Diagnosis
Modify a Medical Diagnosis
Deactivate a Medical Diagnosis
Create a new Therapy Diagnosis
Modify a Therapy Diagnosis
Deactivate a Therapy Diagnosis
Referrals in the Session Editor
Add a Regular Referral to a Session
Create a new referral where valid ones exist
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