Understanding Patient Referral Management Services


KPM G US emphasizes the importance of “ Patient Referral Management” in a complex healthcare world. The presentation begins with mentioning the consequences of poor record keeping while taking patients through steps to find quality care.

Diminished quality of treatment is one of those undesirable outcomes of poor patient referral management. In this case, the goal is to improve technologies that assist patients to provide them with the care they need in a timely manner.

Video Source

This video mentions the Microsoft 365 Dynamics software, which helps agents connect care professionals with patients. However, this system is designed to help healthcare professionals as well.

For instance, a doctor can make an online patient referral to another care provider without having to call a patient. Physicians and their staff receive these referrals via the system itself as well as email and text.

A referral agent usually checks the referrals posted. Then, any corrections or confirmations that are needed are made. After that, the information is sent out to the portal and the referred staff.

Sometimes, an agent intercepting the referral will communicate with questions sent back to the referring party. This is done, so the agent has all the information required to direct patient referrals to the right place.

Once the agent has all the information they need about a referral, they schedule appointments with patients. These dates and times are prioritized according to treatment needs.