How to manage a referral in RIVIAM Workflow

Pathway dashboard

When you click on an organisation’s Pod (Pathway), you will be taken to the Pod dashboard. The Pod dashboard summarises all the referrals assigned to the organisation.

The pathways in the Pod show the different steps for a referral, and these have been configured to meet the customer’s specific requirements.

Referrals can be managed through each step of the referral management process. Referrals will be received and triaged, then care will be organised and services delivered through to completion of the referral.

The diagram below illustrates the progression through each step of the referral management process. The sub-sections will then give more detail on each step.

 Referrals in

In this example, referrals can come from

1. Reassigned from another Pod.
2. Referrals are received from an internal referral form or Service Directory. This is a form created from within RIVIAM Workflow or from the Service Directory.
3. Referrals from the Discharge Service.
4. Self-referrals (when available).

Criteria met

A new referral will remain in the 'Referrals in' column until the user assesses it.

To progress the referral to the next step, the user can decide if this referral is appropriate for the services provided.

The user has the option to choose one of the following steps to progress the referral to the criteria met:

1. Accepted.
2. Not appropriate – reassign.
3. Not appropriate – no further action.

If the referral is accepted, it can be moved to the 'Accepted' step in the criteria met queue. If the user thinks the referral is not appropriate and needs to be reassigned, or that no further action is required, the referral can be moved to those steps.

Ready

If the user accepts the referral, the user can then start to take action to meet the requirements of the referral. Once completed, the referral can be moved to the 'Service in place' step in the Ready column.

To progress the referral forward from the 'Service in place' step, the user can choose from the following options:

• Person receiving service.
• Need met.
• Need met and additional need identified.
• Need unmet.
• Service declined by person.

In Progress

To progress the referral forward, the user will select 'Progress to the next step' in the patient record and choose another option, for example, 'Person receiving service' and this will move the referral forward to that step.

Outcome

When the service has been completed, users can progress the referral by choosing from one of the following Outcome steps.

1. Need met.
2. Need met and additional need identified.
3. Need unmet.
4. Service declined by person.

The outcomes selected will be used for reporting purposes.