First: contact the patient in an attempt to schedule an appointment and log what happened during the call in Cloudmed. This step will move the referral's status from "Pending" to "In Progress". Sending offices will start to send you more referrals if they notice you act on referrals that they send to you quickly.
Each time you contact the patient be sure to log the attempt in Cloudmed. If/when you are able to schedule an appointment, be sure to log the appointment date and time. This action will change the referral's status from "In Progress" to "Scheduled". Once the appointment date and time passes, the referral status changes once again from "Scheduled" to "Complete".
- If you can't see the patient, you should decline the referral by clicking Select Action and selecting Decline. Be sure to indicate to the sending office why you have to decline the referral. This allows the sending office to either send the referral to a new provider or note the patient's file if the patient declines the referral.
- If you need additional information from the sending office, you can use Cloudmed chat to request the patient's file, lab results, or an updated phone number. To send a Cloudmed chat, navigate to the right-side of the referral screen and then type a note to the sending office.
See this other article for best practices on receiving referrals!