02 — Capability · BC-1810.10
Patient Scheduling & Referrals
Turn every referral and appointment request into a booked slot with the right provider, place and preparation, and keep provider schedules full without overbooking. Booking an operating room case is surgical services.
- Patient Scheduling
- Referral Management
- Central Scheduling
- Appointment Booking
In scope
- Inbound referral intake and outbound referral tracking
- Appointment booking, rescheduling, reminders and no-show follow-up
- Provider schedule templates and slot rules
- Waitlists and recall lists
Out of scope
- Operating room case scheduling (see BC-1830.40)
- Scheduling of employees and shifts (see BC-350.60)
- Patient outreach campaigns for gaps in care (see BC-1860.40)
Realized by · 6
- Salesforce · Health Cloudpartial via BC-1810.10.10
- Epic · Patient Accesscore via BC-1810.10.30
- Epic · Care Everywhere and Interoperabilitycore via BC-1810.10.20
- Oracle Health · Patient Administrationcore via BC-1810.10.30
- Oracle Health · Interoperability, Referrals and Public Health Reportingstrong via BC-1810.10.20
- MEDITECH Expanse · Patient Connect and Patient Portalstrong via BC-1810.10.30
Used in · 3
Build it · 1
Decomposes into · 5
- BC-1810.10.10Inbound Referral IntakeReceive referrals from other clinicians by every channel, check they hold what the receiving service needs, and move each one to scheduling or back to the sender without losing it.
- BC-1810.10.20Outbound Referral TrackingTrack each referral a clinician sends out until the patient is seen and a report comes back, and prefer in-network specialists where the patient's plan or contract requires it.
- BC-1810.10.30Patient Appointment SchedulingBook, reschedule and cancel appointments by phone, online and in person, send reminders and preparation instructions, and follow up on missed appointments.
- BC-1810.10.40Provider Schedule TemplatesDefine each provider's and resource's sessions, visit types, slot lengths and booking rules, and change them in one place when availability changes.
- BC-1810.10.50Appointment Waitlist & RecallKeep lists of patients waiting for an earlier slot or due for a return visit, and offer freed slots and recall appointments before they go unused.