Referrals overview

What are referrals?

A referral lets you request, discuss, and track a patient's treatment with other providers across clinics inside your system.

Who can manage referrals?

Referrals can be created and managed by different people in your practice including:

  • Referral coordinators
  • Office administrators
  • Clinicians
  • Dental students and faculty

When are referrals used?

Referrals can be used for a variety of reasons:

  • A clinician refers a patient to a specialist such as an orthodontist.
  • A patient needs further assessment before considering a treatment.
  • A clinic lacks the resources to perform a treatment.
  • A student does not have the necessary expertise and is advised to refer a patient to another provider.

How does the referral process work in ICE Health Systems?

The referral process begins when a referral is created from the Patient Referrals panel. Referrals can be created by office staff or clinicians. A new referral always has a Draft status. Only referrals with a Draft status can be discarded from the system. 

When a referral is sent, a notification is automatically sent in the system to notify the providers involved. The receiving provider or clinic updates the referral status as the referral progresses for the patient.

Once the referral process is completed, the referral is closed and archived for record-keeping.

To learn more about working with referrals, see:

ID: 4688278