The patient referral process in healthcare refers to the systematic procedure through which a primary care provider (PCP) or healthcare professional directs a patient to another healthcare provider or specialist for further evaluation, diagnosis, treatment, or management of a specific health condition. Referrals are commonly made when the PCP believes that the patient's condition requires expertise beyond their own scope of practice or specialization. Read this presentation to know more.

1. Elevate Patient Care
Experience with Automation in
Healthcare
Patient Referral
Update Process
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What is Patient Referral Update Process?
The patient referral process in
healthcare refers to the
systematic procedure through
which a primary care provider
(PCP) or healthcare professional
directs a patient to another
healthcare provider or specialist
for further evaluation, diagnosis,
treatment, or management of a
specific health condition.
Referrals are commonly made
when the PCP believes that the
patient's condition requires
expertise beyond their own scope
of practice or specialization.
Step 1
Initiation
Step 2
EHR Integration
Step 3
Referral Matching
Step 4
Alert Generation
Step 5
Appointment
Scheduling
Steps in Patient Referral Process

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Issues of Patient Referral Update Process
Patient referral update process
involves providing details on
the transfer of care between
various healthcare providers.
For patient care, hospitals
need to monitor and establish
a reliable referral management
solution closely. But with high
volume records and data
standardization, healthcare
provider face challenges like-
Referral Errors Poor Handoffs
Delay in information
exchange
Inadequate Patient
Referral System
Failure with
Follow-ups

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How can RPA Simplify Patient Referral Process?
Automation technologies like RPA
and AI can handle all the steps
involved in the patient referral
update process and relieve
healthcare staff to focus on patient
care. This intricate workflow
expedites the transfer of patients'
updated details, guaranteeing
swift and high-quality medical
attention. Let’s understand how
the automated patient referral
update process work.
Instead of doing a manually
automated patient referral
process, RPA bot can-
Login to Healthcare
Application
Fill Out Available
Referral
Information
Update the status
of patient
application in
database
Send the patient
referral application
for audit
Send audit report in
email as an
attachment
Patient Referral Process With RPA

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