How do you include patient preferences in referrals?

2 Explain the referral process and options

Another key step is to explain the referral process and options to the patient in a clear and concise way. What are the reasons and goals for the referral? How long will it take to get an appointment? What can they expect from the service or treatment? What are the alternatives or complementary approaches? How will the referral affect their current care plan and medications? How will you and the referring physician communicate and coordinate the care? What are the possible outcomes and follow-up steps? By providing accurate and relevant information, you can help the patient understand the referral and make informed choices.

3 Involve the patient in the decision-making

One of the best ways to include patient preferences in referrals is to involve them in the decision-making process. Rather than telling them what to do or assuming what they want, you can invite them to share their opinions and preferences and offer your recommendations and guidance. You can use shared decision-making tools, such as decision aids, pros and cons lists, or preference scales, to facilitate the discussion and comparison of the options. You can also explore the patient's readiness and confidence to follow through with the referral and address any barriers or concerns they may have. By engaging the patient in the decision-making, you can enhance their autonomy, motivation, and satisfaction.

4 Confirm the patient's understanding and agreement

Before finalizing the referral, it is essential to confirm the patient's understanding and agreement with the plan. You can use teach-back techniques, such as asking them to repeat or summarize the main points, to check their comprehension and clarify any misunderstandings. You can also ask them to express their level of agreement or satisfaction with the plan and elicit any questions or feedback they may have. You can document the patient's preferences and consent in the referral form and in their medical record. By confirming the patient's understanding and agreement, you can ensure that they are on board with the referral and reduce the risk of confusion or conflict.

5 Follow up and monitor the patient's progress

The last step is to follow up and monitor the patient's progress after the referral. You can contact the patient and the referring physician to see how the appointment went and what the outcomes were. You can review the results and recommendations with the patient and discuss any changes or adjustments to their care plan. You can also ask the patient about their satisfaction and experience with the referral and address any issues or concerns they may have. You can provide ongoing support and education to the patient and coordinate the care with the referring physician and other providers. By following up and monitoring the patient's progress, you can ensure that the referral meets their needs and expectations and improves their health and well-being.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?