Referral Systems For HEW
Referral Systems For HEW
Referral Systems For HEW
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A referral can be defined as a process in which a
health worker at a one level of the health
system,
having insufficient resources (drugs,
equipment, skills)
to manage a clinical condition,
seeks the assistance of a better or
differently resourced facility at the same or
higher level to assist in,
or take over the management of, the client’s
case.
Definition of terms cont.……
Key reasons for deciding to refer
either an emergency or routine case
include:
to seek expert opinion regarding the client
to seek additional or different services for the client
to seek admission and management of the client
to seek use of diagnostic and therapeutic tools
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Defition of terms…..
The facility that starts the referral process is
called the initiating facility.
prepare an outward referral to communicate the client
condition and status.
The facility that accepts the referred case is
called the receiving facility and at the end of
their involvement.
prepare a back referral on the lower part of the forms to let
the initiating facility know what has been done.
Definition of terms………
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A referral register is a means of maintaining a
list of all outward and inward referrals for one
facility or service provider.
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Information registered includes client
referred,
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to where, when and why, whether the case is closed or
continuing (the retuning referral form has been received with
any necessary rehabilitation or follow-up), and whether it was
an appropriate referral or if there were any issues.
Components of a referral system
components of referral system contain five
system:
1.Health System
2.Initiating facility
3.Referral practicalities
4.Receiving Facility
5.Supervision and capacity building
6.Continuous quality improvement
Description of components of the
referral system
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1. Health system issues
The health system issues includes:
a. Service providers and quality of care
b. Performance expectations and
c. Involvement of organizations
1. Health System
For a referral system to work at its best, relationships between service providers
All levels of the health system, including primary health care services, need to be
functioning appropriately.
This includes each facility:
being clear about their role, responsibilities and limitations
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Strengthened primary health care services
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Clarity of level and role of each facility
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Availability of protocols of care for conditions for each level of facility
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Availability of communication and transport
Health System………
b. Performance expectations
A referral system will function effectively if all
protocols of care
Expectations that health workers and clients adhere
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Health System………
C. Involvement of organizations
The national health authorities must expect the
Making the decision to refer the client comes after the
health worker has gathered and analyzed the relevant
information using the protocol of care as a guide.
Deciding to refer does not mean that the health worker
is inadequate or bad.
3.Referral practicalities
a. Outward referral form
A referral form that is standardized throughout the
The referral form should accompany the client
(often carried by them) and give a clear designation
of to which facility the patient is being sent.
not going
How to get to the receiving facility – location and transport
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d. Empathy - understanding of implications
for client and family/support network
e. Empathy - understanding of implications
for client and family/support network
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Overall fear
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Cost of transport, treatment and family
accommodation
f. Referral register to monitor follow-up and
gather statistics
4. Receiving Facility
Receiving Facility
Anticipate arrival and receive client and referral
form
Provide care – document treatment provided
Plan rehabilitation or follow-up with client and
family/support network
Back referral form
Feedback to initiating facility on appropriateness
of referral
Referral register to monitor follow-up and
gather statistics
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The referral system must be open to revision in
the light of practical experience, and in order to
meet the goals of the health system overall.
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Periodically, there may be need to analyze the
functioning of the referral system, beyond
looking at the statistical patterns and trends.
Referral System Tools
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There are two sample tools to measure
referral system.
Sample tool 1
Sample tool 2
Sample tool 1
Referral form
Prepare one copy to send with the client,
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Client Name
Identity Number Age: Sex: M F
Client address
Clinical history
Findings
Treatment given
Reason for referral
Documents accompanying referral
Position: Specialty:
To Initiating Facility:
(enter name and address)
Client Name
Client address
This client was seen by: on date:
(give name and specialty)
Patient history
Diagnosis
Treatment / operation
Medication prescribed
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The register has a page for referrals made OUT
from a facility and referrals received IN to a facility.
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Information on back referral of clients referred
out from the facility should be made on the same
line as information regarding the original referral
out. This facilitates follow-up.
Date Client Identit Referred Referre Date Follo Follow Appro
referr Name (M y No. to d for Back w-up -up priate
al or F) (name of referr requir compl referr
made facility / al ed eted al
specialty) receiv YES / YES / YES /
ed NO NO NO