Referral Tracking

When reviewing the Referral Tracking policy, please ensure that the policy at a minimum addresses the following elements:

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* 1. The health center has implemented a system to track all referrals from their origin until they are returned and evaluated by a provider. This tracking system should include:

  Present Not present
The origin of the referral
Status of the referral
The administrative and clinical details of the referral

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* 2. The health center follows up with referral provider(s) in a timely manner to ensure that information is received back from the referral provider(s). This must include:

  Present Not present
Specific process and timeframes for the transmission and receipt of referral results.
Specific process and time frames for follow-up if results are not received in a timely manner.

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* 3. The health center clearly identifies titles of health center staff who are responsible for executing each of the duties throughout the referral tracking process.

  Present Not present
Clear identification of person(s) responsible.

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* 4. The health center documents all patient referrals in the patient's medical records and makes documented efforts to follow-up with patients who miss referral appointments. This must include number of attempts will be made (i.e., two phone calls, one certified letter with mail delivery confirmation).

  Present Not present
Documents referrals in medical record and follows-up.

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* 5. The Referral Tracking policy has been signed and approved by the Governing Board or the individual or the committee that the Governing Board has delegated review and approval authority to. If delegation of authority has occurred, there should be a clear delegation of authority statement within the policy.

  Present Not Present
Policy signed and delegation clear.

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