Internal Referral Workflow

Internal Referral Workflow – Front Office

Please reference this workflow below when a patient is being referred within Geode Health for a service.

When a provider creates an internal referral, it will be routed to the Front Office staff bucket of the Clinical Inbox.

       1.    In the Clinical Inbox, click on the Orders/Rxs/Auths bucket to find any Internal Referral routed to the Front Office.

       a.    The referrals orders will be listed as Referrals, Evaluations, etc. so be sure to pay attention to the order labelling.

                                                                        

                             2.    Click the on the referral order from the Orders/Rxs/Auths bucket of the clinical inbox.

         a.    If there is no referred provier listed, in the “internal note” section: 

                                                      i.    Front Office is to follow normal workflow when there is not information listed and to match and schedule the patient with the first available Therapist/Provider

                                   

         

               3.       Schedule patient for the appointment with the referred provider or first available

                                            

                   4.      Indicate that the referral is scheduled by clicking “View Actions”

 a.    Select “Order Submitted Documentation Only” and click Save.

                    b.    View Actions once more and click “Close: No more actions necessary”

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