If a Reminder states we need to forward test to specialist. (if not
listed on chart we need to set appointment with PCP)

​

Patient wants to see a specialist and has not been referred by PCP(set
an appointment).
 

Patient has Direct Referral (Dentist, Optometrist) Inform caller they
can go where they prefer. (If a patient is Brand New Day/ Rios
Southwest they need to be transferred to the Medicare Department).
 

Patient is calling to request the specialist number or appointment that
patient was referred to. (see referral notes)
 

If the Referral status is "pending appointment" (Check Notes &
provide information) if you provided the information please leave a
note and let the referral department know via spark.
ONLY if further questions then transfer.
 

If Patient was in Urgent care/Emergency room for a matter related
with a referred specialist set a follow up appointment with PCP. (Ask
Patient to bring discharge paperwork to the appointment)
 

If Specialist office is calling to confirm patients information. (If
patient was not referred to that Specialist office they need to send a
release medical records form via fax)

​

X-ray orders (Front Desk)

​