A clearer handoff.
A connected care plan.

Before making a referral

Clinical suitability, the patient’s location, insurance requirements, and visit availability must be reviewed. The referring team should continue current care and necessary follow-up until acceptance and the next steps are confirmed.

A useful referral checklist

Once a secure channel has been provided, relevant information may include:

• Patient and callback informationPatient identifiers, appropriate contact person, and caregiver relationship or authorization when applicable.
• Location and care settingThe address for a potential visit and whether the patient is at home or in a facility.
• Reason for referralWound location, duration, recent changes, current treatment, and the clinical question.
• Relevant clinical informationMedical history, medications, allergies, pertinent notes, and applicable discharge or surgical instructions.
• Coverage and referral requirementsInsurance details and required referral or authorization information, through an approved channel.
• Your contact informationReferring clinician or agency and the best route for care coordination.

Preparation guide only. Printing or reviewing this checklist does not submit a referral.

What happens next