Referral and Consultation

Referral and Consultation are prescribing processes in which one provider (prescriber) requests services of another provider (consultant). For clarity, we refer to Consults as requests that are fulfilled in inpatient or emergency contexts and Referrals as requests that are fulfilled in outpatient contexts. The “Consultant” is the physician fulfilling the request and the “Referrer” is the prescriber generating the request.

Talk before Clicking

While Connect Care can facilitate documentation of consultation activities, prescribers remain responsible for contacting the desired service to make sure that any urgency is clearly understood. Routine (e.g. pre-op) consults may be communicated by medical support staff in some circumstances. The act of calling-in a consult will also clarify which prescriber is responsible for the consultation.

Quality Questions beget Quality Responses

Connect Care can help with a lot of the logistics and administrative hassles associated with consultation and referral. It remains the referrer's responsibility to clearly articulate an actionable question. While consultants have access to the patient's full chart when triaging or fulfilling requests, they cannot read the mind of the referrer to determine exactly what help is needed most. Please ensure that referrer questions and comments follow QuRE guides.


Physicians may appoint colleague(s) to help produce custom lists of consultations and referrals commonly used by their division or specialty. Those so designated may find it helpful to browse a master list of all available Wave 1 "departments" (the clinics and services that one can direct to), together with the problem types that would land patients in specific clinics.


Referral workflow is one of the Connect Care Optimization Clinic themes, with updates to the physician update blogging channels: