Learn how the Facility Recommends and/or Books Additional Tests or Procedures

Transcript 

This demonstrates how the facility recommends to the referring HCP that the patient receive further tests/procedures at the facility.

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

The technician opens the day’s first Service Today Request from the list and reads the referring HCP’s post and the requisition.

Once the test or procedure is complete, the technician updates the thread that the test/procedure was uneventful and adds to the update the recommendation that the referring HCP order a specific additional test or procedure. The technician checks "Service Conducted" and Saves.

When the report for the original test/procedure is available, the secretary opens the Request, attaches it, checks "Service Complete" and Saves. The status changes to "Post-Service Discussion" and an email notification is generated to the referring HCP's office.

On the facility secretary's Manage Requests screen, the Request status has changed from “Service Today” to “Service Conducted”. When the report for the original test becomes available, the secretary opens the Request and updates as follows: "Your report is attached. As indicated above, further investigations are recommended. To order a new test or procedure, please open a New Request, select the test/procedure and upload your requisition". She unchecks "For Secretary's Attention" and Saves. This generates an email notification to the referring HCP's office. The status changes to "Post-Service Discussion"

After the referring HCP reads the report, the staff saves it to the patient’s EMR or paper file, confirms that this has been done and finally clicks “Close Request”. The Request status changes to “Copy and Close”.


There are occasions when a test result indicates the urgent need for an additional investigation at a different facility. To save time for the patient and for the referring doctor, the secretary books the appointment for the patient at the second facility concurrent with attaching the initial tests to the thread. In this case, her update in status Service Conducted" would read: "Your report is attached. The results indicate the urgent need for _______ investigation. I have taken the liberty of requesting an urgent appointment for your patient at our facility ____.  We will post the time and date of the appointment at facility _____ shortly. Please do not close this Request until you receive that information."  She unchecks the "For Secretary's Attention"and Saves. This generates an email notification to the referring HCP's office.  The status changes to "Post-Service Discussion". She then checks "Referral Pending Approval", updates: "Patient referred to facility _____ for _______ test" and Saves. This changes the status to "Referral Pending Approval" and generates an email notification to the referring HCP's office. She immediately logs into that facility's separate Portal and opens a new Request for the urgent investigation.  When she receives the appointment confirmation from the other facility, she opens the "Referral Pending Approval Page, updates with (i) the time and date and location, (ii) the request that the HCP log into the other facility's Portal, open a new Request, attach a requisition and indicate that the appointment has already been pre-booked by the first facility, (iii) the reminder for the HCP to "Close" the original Request once he has noted this information. The secretary then checks "Referral Approved" and Saves.  This generates an email notification to the referring HCP's office.

After the referring HCP downloads and reads the report and notes the appointment information for the second facility, the staff saves a PDF of the entire thread to the patient’s EMR or paper file, confirms that this has been done and finally clicks “Close Request”. The Request status changes to “Copy and Close”.

The facility secretary now creates and saves a PDF of the entire thread.  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.


FAQ

Here are answers to some frequently asked questions:

Summarize how a patient can be referred from one procedure facility 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?