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MEDICAL-PRACTICE-MANAGEMENT5 MIN READ

A Referral Handoff That Does Not Vanish

Use SBAR-style structure and closed-loop ownership to manage a referral handoff through completion.

Referral risk The order is in the EHR, but the patient has not been scheduled. The practice must move from order entry to confirmed next step. The risk is not lack of intent; it is loss of ownership between systems. SBAR for operations Situation -> Background -> Assessment -> Request Use SBAR to compress the referral into the facts that change action, then close the loop with an owner and date. Order placed Weak if no owner or deadline follows. The order becomes a tracked handoff. Clinical intent has to become operational ownership. 01 Frame 02 Assign 03 Escalate Frame…

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