Referral Management
Improve clinical, financial and operational outcomes by improving the referral workflow.


Referral Management

Optimize workflow. Coordinate care. Increase volume.

Physician referrals are the lifeblood of your organization. Yet, 70 percent of referrals go unscheduled and 25 percent of scheduled appointments are missed. Managing and optimizing referrals are top priorities.

Seamless referral workflow

Harris Referral Management manages the life cycle of a patient referral - giving clinicians a single, composite view of relevant information.  It creates a streamlined, patient-centric accountability process for tracking referrals among diverse healthcare entities—from hospitals, HIEs, and IDNs, to physician practices, pharmacies, external labs and imaging centers.

  • Identifies network leakage

  • Maximizes service-line utilization

  • Facilitates physician collaboration

  • Improves patient care quality and safety

  • Increases referral volume and revenues

  • Analyzes referral patterns and trends

Collaborative care

Designed to support the end-to-end physician referral process, Harris Referral Management establishes a  standardized workflow that encompasses key participants and touch points, including:

  • Referring provider: Initiates the referral creation by generating the referral order within the EHR or from the provider portal.

  • The referral coordinator: Handles referral creation, confirms patient insurance eligibility, obtains authorization, document schedule preferences, confirms the appointment, tracks referral progress and attaches clinical reports once the referral is complete.

  • Specialty physician: Completes the referral process by attending to the referred patient and creating a specialty note.

  • Referring Provider (physician or staff): Tracks the referral and reviews the specialist’s report for follow-up.

  • Healthcare Executive: Evaluates referral effectiveness and patterns.

Optimized referrals

Inefficiencies mean missed appointments, inaccurate documentation and lost revenue. By minimizing exposure and disruption, Harris Referral Management increases patient volume to clinics and ancillary departments, reduces network leakage and no-shows, improves the referral rate and enhances revenues with a host of valuable tools, including:

  • Business intelligence dashboards: Executives and managers can easily identify network leakage, review service-line utilization by referral source and assess performance metrics such as schedule rate and turn-around time.

  • In-depth provider dictionaries: Federated repositories maintain records of hospital and community network providers.

  • Detailed insurance, instruction and clinical data: Clinicians and staff can verify insurance eligibility, retrieve data from clinical repositories and generate alerts related to specialist availability, missed appointments and completed visits.

  • Enhanced referral lists and tracking: Clinicians and staff can track referrals, apply workflow-friendly filters, quickly access specialist notes and print referral summaries.

  • EHR integration: Retrieves data from both clinic and hospital EHRs using standard IHE- and HITSP-compliant data-exchange methods such as XDS and CCD.

  • Complete, patient-friendly summaries:  Clinicians can give patients on-demand summaries containing preliminary diagnosis, referral rationale, medical history and data. Referring physician gets immediate feedback on outcome of patient’s visit to specialist.  

spacer spacer