Page 41 - 2021 Risk Reduction Series - Communication Part One

SVMIC Risk Reduction Series: Communication

When a decision is made to refer the patient to a specialist

or other care provider, make sure the patient understands
your reasons for the referral, and your expectations of the

consultant. If the patient has some understanding about the
need for the referral and a specific test or procedure that may

be indicated, it increases the likelihood that the patient will keep
the appointment. The patient will also have an idea of what

to expect and be better able to communicate any additional
symptoms or concerns.

Designate staff (i.e., nurse, office manager, or a referral

coordinator) to oversee the referral process to ensure continuity
and ease for the patient. The referral process is often hindered

by ambiguity of roles, so it’s important to design a process with
defined tasks and clear responsibility.

Referring Physician

A standardized form of communication, such as a referral

request form, could help consultants provide appropriate care
for your patients and keep you in the loop, making the process

run smoothly for everyone.

At a minimum, your request should include the patient’s name,

date of birth, reason for consultation, the degree of urgency,
pertinent history, any specific requests, whether you wish

to obtain a consultation only or transfer the patient’s care,
and a request for timely notification of results or a missed

appointment. The specialist should always be made aware
of any special circumstances involving the patient and the

appropriate medical records need to be sent to the specialist.
If the referral is urgent or the condition is serious, a phone

call to the physician is indicated. If possible, have your office

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