SLIDE 1 Transforming Alberta’s Referral Experience
Connecting Healthcare Professionals
Allen Ausford
MD FCFP Clinical Professor
SLIDE 2
Referrals Affect the Entire Health Ecosystem
Referral
Community Long term care Acute care
SLIDE 3 Steps in Completing a Referral
(Sending Referral Perspective)
1. Patient primary care appointment received 2. Patient seen and initial assessment done 3. Additional tests/workup received 4. Review of results with patient and decision to refer 5. Referral letter composed and forwarded to staff 6. Staff receives, attaches additional information and sends referral 7. Staff tracks if reply received - often pings consultants office about referral status 8. Referral date and time received 9. Staff fields ongoing complaints from patients about long waiting period
- 10. Patient seen and treated by consultant
- 11. Referral letter received back
SLIDE 4 Typical Referral Workflow Challenges
- Letter arrives significantly later than date posted
- Incorrect patient contact information provided
- Letter sent to inappropriate provider
- Does not see that type of problem
- Patient already has specialist in that area
- Specialist is not available in a timely fashion
- Letter is incomplete
– Reason for referral is unclear – Required information is missing – Faxed or scanned referral letter is illegible
- Patient does not actually need to been seen in person - the referring provider
simply need’s “advice”
SLIDE 5 Incomplete / Inappropriate Referrals
Lead to
- Delayed patient care
- Poorer outcomes
- Decreased referral capacity
- Exasperated Triage Providers
- Rushed Support Staff
- Frustrated Physicians
- Angry Patients
SLIDE 6 The Patient Experience
”It’s been 5 weeks since my Doctor referred me? You don’t know the status of my referral?” “Seriously, you don’t have my information? They did labs and x-rays. I assumed you had that all to view and it was sent with my referral!” “I can’t remember ‘Who I saw’ ...‘When’... for ‘What reason’ and you want me to recall all my past history and plan of care? “
SLIDE 7 7
Stages of Referral Evolution
Referral Evolution
SLIDE 8 Workflow Issues
- Simple vs complex triage systems
- Duplicating known information
- Incomplete information (send or not send?)
- Sending to incorrect person/place/service
- Referral status tracking
- Draft
- Waiting for triage
- Triage in progress
- Appointment booked
- Waitlisted
- Waiting for appointment
- Appointment attended
- Completed
SLIDE 9
Referral Standards
Alberta QuRE project
SLIDE 10
Referral Standards
College of Physicians and Surgeons
SLIDE 11 In an “Ideal” World
- Single area for referrals and tracking
- Health Services Catalogue enabled
- Real time access times posted
- Supports “standard referral” and “referral for advice”
- Standardized forms for both Generic and Custom referrals
- Triage automation/scoring capability
- Known information does not need to be duplicated
- Supports providers and patients electronic communication
- Analytics embedded with optimization feedback
Efficient referral generation
Triage automation Standardize d process and forms Health Services Catalogue
SLIDE 12 Analytics Needed to Track Referrals
Patient books primary care appt Patient sees primary care provider Decide on service Referral Received
Referral Information Complete
Appt booked Attend appt Ready for service Booked for service Attend service Communicate outcome to referral source
SLIDE 13 Alberta Netcare (HIE) Orion Health Suite
- Provider Portal
- EMR context launch
- Case management
- Pharmaceutical Information Network
- PAC system / Viewer
- Population Health dashboard
- List capabilities
– ADT generated – Provider generated
- Messaging
- Resources and links
- Data integrity
- Enhancement request
- eReferral
SLIDE 14 Alberta Netcare Statistics
Utilisation stats as of March 31, 2017
- Number of clinical screens viewed since 2006: 418,207,392
- Total number of unique users in last 6 months: 53,186
- Total number of physicians user accounts: 10,990
Data stats (Provincial)
– 96% of all dispensed medications – 92% of all laboratory test reports – 92% of all diagnostic images and reports
SLIDE 15
“Full Consult”
SLIDE 16
Best Choices Made at the Onset
SLIDE 17
Best Choices Made at the Onset
SLIDE 18
Wait times
SLIDE 19
Ensure required info is included
SLIDE 20
Embedded Scoring / Triage Tools
SLIDE 21
Triage Dashboard
SLIDE 22
Scheduled appointment targets
SLIDE 23
“Advice Request”
SLIDE 24
Launch Netcare from your EMR
SLIDE 25
Click on eReferral button
SLIDE 26
Select referral type
SLIDE 27
Post referral service/specialist
SLIDE 28
Type in Question/Add documents
SLIDE 29 Workflow Issues resolved with eReferral
- Simple vs complex triage systems
- Duplicating known information
- Incomplete information (send or not send?)
- Sending to incorrect person/place/service
- Referral status tracking
- Draft
- Waiting for triage
- Triage in progress
- Appointment booked
- Waitlisted
- Waiting for appointment
- Appointment attended
- Completed