Best Practices for Receiving Referrals

Many health systems and client teams set their own best practices, but across the board, there are a few things we've seen help to make the referral process in par8o go more smoothly!
  • Contact patients within 8 hours of receiving a referral. Patients are more likely to schedule an appointment when contacted early!
  • Use callback reminders to remind yourself to contact a patient again if you couldn't reach them.
  • Before contacting a patient for the second time, check your scheduling system to double-check that the patient has not yet been scheduled.
  • Sorting the Work Queue by Urgency or Date Created can help you contact patients with the greatest need the soonest.
  • When you log a third failed contact attempt, par8o will ask if you want to decline the referral. Declining a referral will notify the sending office that you were unable to schedule the patient.
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