Internal Provider Referral Workflow
Referral Workflow
Internal Referral
Please reference this workflow below to refer a patient to another Geode provider or service.
Sending Referrals
Access
the patient’s chart and click on the . In the dropdown patient action
bar select ‘Create Order Group’ OR add the Internal Referral from an existing
patient encounter in the A&P section.
Creating an Internal Referral from an Order Group
1. Create the Referral order from an Order Group by clicking the (+) from the appropriate diagnosis.
2. Search for and select the Order Set that corresponds with the service you’re referring the patient to from the following options:
a. Referral esketamine (Spravato)
b. Referral Med Mgmt
c. Referral Psychiatrist (MD)
d. Referral Therapist
e. Referral TMS
1. Leave the SEND TO PROVIDER from the (+) BLANK.
2. If you know the specific
provider you want to refer the patient to, document this in the “Internal Note”
section of the order.
3. Fill out the Referral Order providing a “Note to Provider” with any additional details that would be helpful.
4. Click Sign Orders in the top right-hand corner to complete the internal Referral Order.
Note: The internal referral will route to the Clinical Inbox of the DEPT STAFF to schedule from the Orders/Rxs/Auths bucket. The practice assistant will reach out to the patient to schedule them for the referred appointment.
Creating an Internal Referral from an Existing Encounter
1. In the A&P section of an existing patient encounter click the (+) to add the internal referral order from the diagnosis.
2. Search for and select the Order Set that corresponds with the service you’re referring the patient to from the following options:
a. Referral esketamine (Spravato)
b. Referral Med Mgmt
c. Referral Psychiatrist (MD)
d. Referral Therapist
e. Referral TMS
3. Leave the SEND TO PROVIDER from the (+) BLANK.
4. If you know the specific provider you want to refer the patient to, document this in the “Internal Note” section of the order.
a. If you don’t have a specific provider, leave this blank and the practice assistant will help place the patient with an available provider.
5. Fill out the Referral Order
providing a “Note to Provider” with any additional details that would be
helpful.
6. Click Sign Orders in the top right-hand corner to complete the internal Referral Order.
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Internal Referral Workflow
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