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Referral Management – Option to Refer a Patient from Encounter #586

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pythonpen opened this issue Feb 11, 2025 · 0 comments
Open

Referral Management – Option to Refer a Patient from Encounter #586

pythonpen opened this issue Feb 11, 2025 · 0 comments

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@pythonpen
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Is your feature request related to a problem? Please describe.

**Feature Request: Referral Management **

Title: Referral Management – Option to Refer a Patient from Encounter

Description:

In the Patient Encounter Doctype, we need an option to refer a patient to another Practitioner or Medical Department. This feature will streamline patient referrals within the system and improve care coordination.

Proposed Workflow:

  1. Referral Action in Patient Encounter:

    • Add a "Refer Patient" button in the Patient Encounter form.
    • The user selects the Practitioner or Medical Department for the referral.
    • Optionally, allow adding notes or instructions for the receiving provider.
  2. Automatic Creation of Service Request & Appointment:

    • When a referral is submitted, it should automatically create a Service Request linked to the selected Practitioner/Department.
    • A Patient Appointment should also be generated in a "Referred" status.
  3. Linking & Tracking Referrals:

    • The source Patient Encounter should be linked in both the Service Request and Patient Appointment.
    • The status of the referral should be updated based on whether an appointment is scheduled or completed.
    • Users should be able to track and manage referrals from the Practitioner’s dashboard.

Expected Benefits:

Seamless Patient Referrals – Easily refer patients without manual coordination.
Automated Service & Appointment Creation – Reduces admin workload.
Better Tracking & Follow-ups – Practitioners can monitor referral status.
Improved Patient Care Continuity – Ensures smooth transitions between providers.

Would love to hear feedback and suggestions from the community on this! 🚀

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