Referral agreement components

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Establishing Care Coordination Agreements in the Medical Neighborhood Sample components used in other communities A) Agree on organization’s practice for providing and obtaining informed consent from

patient/client

B) Agree on type of care/service that best fits the patient/client’s needs

C) Clarify who is responsible for certain elements of care (patient follow-up, education,

monitoring, etc.)

D) Determine what information should be shared via referral infrastructure and when the

direct messaging tool should be used.

E) Determine who will have access to the referral infrastructure

F) Establish expectations around appointment availability

G) Establish expectations for referral response time

H) Establish what patients are appropriate to be referred

I)

Maintain accurate and up-to-date record of patient/client

J)

Provide reasonable feedback regarding how referral was made/completed

K) Set guidelines for what patient information should and should not be shared when making a


referral.

L) Set timeline for reassessing referral agreement

Other


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