Resources

Practical referral coordination resources.

Field guides for teams that want cleaner handoffs across referring practices, specialty hospitals, ER teams, and multi-site networks.

Referral Coordination Checklist

What every referral needs before it leaves the sending practice: clinical reason, diagnostics, owner context, preferred timing, and receiving team expectations.

Use this to confirm
Clinical reason and urgency
Diagnostics attached in one place
Owner expectation and timing
Receiving practice ownership

Discharge Handoff Checklist

The minimum close-the-loop packet: diagnosis, procedure, post-op instructions, medication changes, recheck plan, and owner communication status.

Use this to confirm
Diagnosis and procedure
Medication changes
Recheck plan
Owner communication status

Coordinator Workflow Guide

How to separate clinical work from status chasing, prioritize incoming referrals, and keep both teams aligned without extra phone calls.

Use this to confirm
Queue ownership
Status movement
Escalation triggers
Daily review rhythm

Referral Communication FAQ

Answers for referring teams, specialty hospitals, ER coordinators, and operators trying to standardize referral visibility.

Use this to confirm
Who sees status?
What gets sent back?
How does the network grow?
What changes for coordinators?

Need a referral workflow reviewed?

Bring us the handoff that keeps breaking. We will walk through where status, records, and ownership fall apart.