Learn about Post-Consult Discussions between Referring HCP and Consultant


This demonstrates post-consult and post-eConfer dialogues between the consultant and referring HCP.

After the consultation has been completed, the consultant adds a separate note to the patient's EMR or paper record. The consultant then updates the Request’s thread (status is “Consult Today”) indicating that he has dictated the consult letter. He checks “Consult Conducted” and Saves.

The Request becomes pink-banded on the consultant secretary’s Manage Requests screen, indicating that there is a specific task for her to perform: uploading the consult reporting letter once it is transcribed. The Request’s status is now “Consult Conducted” and will appear on two of the consultant secretary’s tabs: “Consult Conducted” tab and “For Secretary's Attention” tab.

She opens the Request, selects her reply from the “canned responses” dropdown, attaches the consult reporting letter, and unchecks the For Secretary's Attention box. When she Saves, an email notification is generated for the referring HCP’s office and the ticket status becomes "Post- Consult Discussion".

Here is the email notification: {see video}. The referring HCP reviews the thread and downloads the consult letter. If there are any concerns, the referring HCP replies in an update, with specific questions directed to the consultant. She checks the "For Specialist's Attention" box and clicks Add Reply. The ticket status remains Post-Consult Discussion.

Checking the “For Specialist’s Attention” box brings the Request to the consultant’s attention in the following ways: The ticket is now blue-banded on the consultant's Manage Requests screen. More important, it now also appears in the consultant’s “Waiting for My Reply: tab, in the subcategory “Post-Consult Discussion”. Working through the tabs at least twice daily is the standard, recommended workflow for the consultant, so the referring HCP’s concerns will definitely be discovered and addressed.

The consultant opens the Request, reads the updated post and responds by attaching the reference document requested by the referring HCP, and by including answers to her questions in the “Update this Request: field. He Saves. This generates an email notification to the referring HCP. The ticket status remains Post-Consult Discussion.

The referring HCP’s staff click the link in the email notification, log into the consultant’s Portal and read the consultant’s post. The referring HCP reviews the thread, downloads the attached reference document and then updates, this time with a question for the secretary. She leaves the "For Specialist's Attention" box unchecked in order to direct her reply to the secretary. She clicks Add Reply.

The status remains Post-Consult Discussion. The Request appears in the consultant secretary’s “Waiting for Secretary’s Reply” tab, in the “Post-Consult Discussion” subcategory. She opens the Request, answers the referring HCP's questions in the update, and clicks Save. An email notification is generated for the referring HCP’s office.

As a result, the referring HCP reads the consultant secretary’s new post. This back and forth dialogue between referring HCP and consultant’s office can go on for as long as necessary.

Once the referring HCP is satisfied that the communication is complete, she has her staff create a PDF of the entire thread and adds it to the patient's EMR or paper records. All downloaded documents are similarly added to the patient’s medical record. The staff finally checks the “Yes. I have printed the request” box, and clicks "Close this Request". The status changes to “Copy and Close” and the Request is displayed in red on the consultant secretary’s Manage Requests screen. She creates a PDF of the entire thread for her office’s patient medical record, adds any downloaded documents, checks the “Yes. I have printed the request” box and clicks “Delete”. The Request is deleted from the Portal’s database and no longer appears on anyone’s Manage Requests screen.

The same workflow applies for a post eConfer dialogue.


Here are answers to some frequently asked questions:

Why does the consultant add a separate note to the EMR or paper record, in addition to the posts being made in the Request?

How can you be sure that the Post-Consult Discussions have ended?

What happens if the back and forth dialogue occurs over a long period of time and the referring HCP's office forgets to Close the Request?

Within the "Post Consult Discussion" status, how is each office alerted that there is a new post on the thread?

Does the referring HCP's office receive an email notification for a post made by the consultant's office for every status type?