Referral journey
1
Referral created
Know the specialty and reason.
Know the specialty and reason.
2
Insurance requirements checked
Network, referral, and authorization rules.
Network, referral, and authorization rules.
3
Records transferred
Notes, imaging, labs, or other requested information.
Notes, imaging, labs, or other requested information.
4
Visit completed and result returned
Follow-up plan is understood.
Follow-up plan is understood.
Common delays
- Referral not received
- Wrong specialty or location
- Insurance referral or authorization missing
- Records or images missing
- Office not accepting new patients
- Long wait time
Customer questions
- Who is responsible for sending the referral?
- How will I know it was received?
- Can I choose among in-network specialists?
- What records are required before scheduling?
- Who follows up on the specialist recommendation afterward?
How CareAnything will use this later
These public guides are structured so verified provider, insurer, price, availability, and customer-authorized data can later be inserted from the CareAnything database and APIs without changing the customer journey.