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Improving Clinician Response Time for Referrals from Advocates

Collaboration between practitioners and advocates

Committee Meeting Notes

If the doctors are too busy, what will encourage them to adopt the process

Financial incentive?

Doctors office response time is a challenge.

What are the boundaries and the relationship of an advocate as well as working with practitioners

Headhunter role -

Timeline: If you are referring someone who IS PREPPED - all info, organized, TT, detailed summary notes - takes much less time on our end to do it ourselves or put someone on it

New Pt without that take hours of onboarding work by someone.

Recommendations for Improving Clinicians' Response Time for Referrals from Advocates

Doctors’ offices and clinics tend to be very busy. There are some steps that can be taken in the referral process that help with a speedy transition. The onboarding process for MATC is time consuming which results in a slow referral process in which you ‘wait your turn’.

Challenge: Response time is too long for the referral process.

Action Items for Advocates

Have your client files prepped for the clinician.

Case Study Template filled out

Medical Documents organized: Type of document/scan; Date; Year.

Terrain Ten - Completed and Summarized

Advocate Notes/Summary of your Sessions

Lab Spreadsheet updated and properly filled out

Specialty tests - NG, 3X4 - labelled, dated, uploaded - add your notes/questions if you have them

Expectations from TAP/Client going forward

Action Items for Clinicians

Set up an easy process/automation for the Advocates

Automate: give Advocate access to a Box Folder or your own working software platform for easy file transfer

Set up a template/checklist with the items above (add your own) for the Advocate to put together the Client Package in a short timeframe. They probably already have all/most of this in their own files.

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