Referral Management
tutorial
WoundScribe's referrals module names the right specialists, ties each suggestion to clinical facts, prefills the order, and tracks every referral through to closure with prior-auth
Referrals are where wound care plans either come together or quietly fall apart. WoundScribe's referrals module does three things: it names the right specialist for each patient, prefills the order from the chart, and tracks every referral through a full lifecycle — sent, scheduled, seen, closed — with prior authorization visibility along the way. ### Find the right referrals On Dorothy Hale's encounter, open the Orders and Rx tab. AI-suggested referrals appear alongside the other orders, each with an explicit rationale grounded in the chart. For this patient, WoundScribe surfaces: - Podiatry — covered, tied to the non-healing right-heel ulcer - Infectious Disease — covered, tied to wound infection signals - Vascular Surgery — flagged for prior authorization, driven by ABI 0.6 indicating moderate arterial insufficiency The right-hand panel shows exactly what WoundScribe weighed: wound status, perfusion, infection, diabetes, active diagnoses, and care setting. Every suggestion is traceable back to the clinical facts that drove it. ### Close the loop on every referral Click the chip and the New order form opens with Referral selected and the fields prefilled. Review the specialty, reason, service type, and linked diagnoses, then save as draft or create pending. Once a referral is out the door, the lifecycle bar tracks it forward: 1. Sent — order transmitted to the specialist 2. Acknowledged — receipt confirmed 3. Scheduled — appointment booked (e.g., July 1) 4. Seen — visit completed 5. Closed — loop closed back on the encounter Tap Advance to Seen to move it forward, or jump to any state and set the appointment date directly. For referrals that need prior auth, the vascular auth shows approved with auth number AUTH-58302, an expiration date, and the approval letter attached. The Updates timeline logs every call and fax — prior auth approved by Noridian, the specialty office calling to confirm the appointment. Back on the encounter, all three referrals sit together with their specialty, lifecycle status, and authorization state. The result: less time deciding who to refer to, and nothing left undone. For more on how this fits into the broader visit, see running an encounter and the wound documentation system.