1. Choose the right platform
The first step is to evaluate your current patient referral process, including your referral tracking software. If providers are using a process or platform, ask how often they use it and what they like and don’t like about it. Look for opportunities for improvement. For example, is referring patients a multi-step or manual process? Healthcare professionals are continually pressed for time; toggling between siloed platforms takes way time from the patient and ultimately slows processes.
Once you have received feedback from your team and evaluated your needs, look for a solution that can support patient referrals, multi-channel referrals, and full-cycle tracking from opportunity to current patients. This will help simplify the patient management user experience and help your team get onboarded and using the platform faster.
Here’s what you should look for:
A centralized source of truth.
More and more, physicians and care teams are part of larger healthcare networks. While this provides great access to resources, often individual physicians and care teams are still siloed. A robust platform like Salesforce Health Cloud offers a centralized place for data, which allows all teams to work more collaboratively for patient outreach and patient care.
Referral management dashboards.
You’ll want comprehensive, yet well organized dashboards that provide visibility into each referral episode and the status of next steps. Managers and other authorized users should see a digital record of and key steps in the process, such as:
- Referral entered
- Referral acknowledged
- Patient contacted
- Appointment confirmed
This allows providers to see key information at a glance and also have the ability to track, manage, and make changes at needed.
The right referral tracking software will allow you to easily build email campaigns and other workflows. This will help you stay informed of where patients are in their healthcare journey and keep patients engaged at the same time.
For example, after a visit, the patient can be enrolled in email workflows. Provider teams can send relevant correspondence to patients about upcoming appointments, new providers, and resources they may find helpful. You can help ensure patients are getting the right information from a trusted source, instead of simply searching “Dr. Google.”
With these workflows, you can also track engagement, referral status, and assign follow-up tasks to post referral to determine patient satisfaction and identify secondary referral opportunities. It all works together to keep patients and providers connected and builds trust in your healthcare organization.