Referral management FAQ
What’s the most common referral mistake practices make?
Failing to close the loop—patients never see the specialist, or the referring physician never reviews the notes.
How can practices reduce liability when making referrals?
Document everything: the rationale, the steps you took, and the follow-up from the specialist.
Do referral protocols really make a difference?
Yes. Standardized processes make referrals more consistent and improve payer compliance.
Can technology improve referral management?
Absolutely. Data analytics, AI tools, and referral tracking dashboards can all help streamline the process.
How do stronger communication practices help referrals?
Two-way communication between primary care and specialists ensures the patient doesn’t get lost in the handoff.
