What would you typically do first when creating a new referral?

When creating a new referral, the first step typically involves verifying the patient's insurance coverage. This is essential because understanding the insurance plan helps ascertain whether the referral is covered, which can affect the patient’s financial responsibility and the likelihood of the referral being accepted by the specialist.

Verifying insurance coverage ensures that both the provider and the patient are aware of what services are covered under the plan, including any restrictions or requirements that may exist, such as needing prior authorization. This step can prevent delays or issues later in the patient care process.

In contrast, scheduling the appointment, contacting the patient, or completing the referral form usually follow after confirming that the referral is appropriate based on insurance coverage. By ensuring that the referral adheres to insurance guidelines, healthcare providers can provide a smoother experience for the patient overall.