Workflow QuickSteps - Consultation and Referral

We know that a number of important tasks were not adequately exposed in basic or personalization training. Sometimes functions or tools that had not made it to the training environments or curricula. Other times build was not quite signed off by clinical colleagues.

We've promised to provide simple guidance backed by short demos (<3min) that can be copied, practiced and personalized. Our first Workflow "QuickStep" relates to referral management. This has been the subject of a huge effort at rationalization and standardization. Now we can turn our attention to the essential skills that clinicians need to master.

For each Workflow QuickStep, we provide a high level summary in the physician manual, one or more tip sheets, a FAQ if needed, and a few quick demos. Check out the referral and consultation QuickStep! The manual provides links to all related materials: