Managing referrals and tracking their status across your organization can be a challenging task. At Healthy Roster, we offer multiple solutions to streamline this process. The most efficient method is through the Patients tab on the left navigation menu which will then route you to an internal Referral Tab. This centralized tool allows you to update, document, and close referrals seamlessly for your entire organization. Staying on top of your referrals and their statuses enhances efficiency, ensures accurate tracking, and improves documentation. Additionally, it provides your healthcare organization with valuable insights to identify bottlenecks, measure performance, and refine processes.

Alternatively, you can utilize the Reporting platform to view the status of referrals, offering another effective way to monitor and manage referral workflows.

Video Tutorial:

Step-By-Step Tutorial: Patients Tab

This centralized tool allows you to update, document, and close referrals seamlessly for your organization.

1. Select the Patients tab on the left navigation
    

2. Select Referrals 

3. Review all open referrals
    

4. Filter reporting depending on your needs

5. To edit, select the edit icon to the right of the referral and edit as appropriate
    

6. To quickly manage the status of referrals, drag and drop the referral to the desired column
    

7. To place the referral into a status other than Pending, Scheduled, or Completed, drag and drop the referral into one of the options seen above the columns.
    

Step-By-Step Navigation: Reporting

This route offers another effective way to monitor and manage referral workflows, this is particularly helpful if you'd like to review referrals that are closed.

1. Select the Reporting tab on the left navigation.
    

2. You may run an existing report on referrals or create your own to use moving forward. Select Add to create a new report
    

3. Title the report and select the template, Referral Log, select OK
    

4. Set the report parameters and select Run
    

5. If you wish to include closed status options on your reporting, you will want to switch to edit mode. Select the menu icon, then select edit
    

6. To include a column for closed referrals select the menu icon for the table, then select Edit
    

7. Select columns
    

8. Select to include Is Closed
    

9. Select OK
    

10. Set reporting parameters, now select refresh to update the report, is closed will now show with a check mark to denote the referral is closed
     

11. Select Done to save your edits and generate the report in run mode
     

12. Now run your report as necessary.