This demonstrates how the consultant refers the patient to a colleague.

The consultant's Manage Requests screen displays all “Consult Today” Requests in green. They can also all be found consolidated on the Consult Today screen in reverse chronological order and additionally on the Calendar screen.

The consultant opens the day’s first Consult Today Request from the list and reads the referring HCP’s post and the referral request letter.

Once the consult is complete, the consultant adds a separate consultation note to the patient's EMR or paper record. He then returns to the Portal screen and updates the thread, instructing the secretary to urgently refer the patient to his colleague, a second consultant. He checks “Consult Pending Tests” and Saves.

The Request status changes to “Consult Pending Tests” and the Request is now pink- banded on the secretary’s “Manage Requests” screen. It also appears on her “For Secretary's Attention” screen.

The consultant’s secretary opens the Request and reviews the tasks. She initiates a referral of the patient to the specified consultant. The secretary then unchecks the “For Secretary's Attention box and updates that she has referred the patient to the second consultant by logging in to his ConsultSTAT-Refer portal and creating a New Request. [Note that if the second consultant does not have a ConsultSTAT-Refer portal, the consultant’s secretary would have to request this secondary consult by fax].

She clicks “Referral Pending Approval”, and Saves. This changes the status of the Request to “Referral Pending Approval”.

Shortly thereafter, she receives a response from the second consultant's office indicating that an appointment is available tomorrow.
She opens the Request. In a new update, she lists the consultant's name, office, and all relevant appointment information. She checks "Referral Approved" and Saves. The status changes to “Referred Approved” and this generates a notification to the referring HCP's office email. The referring HCP’s office will transmit this information to the patient.

By the end of the day, the original consultant’s consult reporting letter has been transcribed. The consultant’s secretary opens the Request, attaches the consult reporting letter, updates that they are awaiting the consult reporting letter from the secondary consult, and Saves.

By end of the next day, the consultant has downloaded the consult reporting letter created by his colleague. The consultant’s secretary now opens the Request and attaches this secondary consult reporting letter, updates and Saves. This generates a notification to the referring HCP's office email

After the referring HCP reads the secondary consult reporting letter, the staff saves both consult reporting letters to the patient’s EMR or paper file, creates a PDF of the entire thread and saves it to the patient’s file, confirms that this has been done and finally clicks “Close Request”. The Request status changes to “Copy and Close”.

The consultant's secretary may now create and save her own PDF and downloads to her office’s patient file. She then clicks "Close and Delete this Request."
The Request is deleted from the database, and no longer appears on anyone’s “Manage Requests” screen.


Here are answers to some frequently asked questions:

Summarize how a patient is referred from one consultant to another

Why can't these referral request communications and documents be delivered by email rather than via the Portal?

Why is the ConsultSTAT Portal the preferred method for transmitting communications and delivering documents?