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Vice President of Healthcare Risk Services
Tom Snyder x5852

Manager, Healthcare Risk Services
Phyllis DeCola x5897

Risk Management: Guidelines for Ordering Consultations with Specialists

When referring a patient to a specialist, be cognizant of the consultative process:

 

  1. Whenever possible speak personally with the consultant, before the patient is seen, especially in “urgent” situations. 

  2. Avoid leaving a request for a consult with an answering service; however, if absolutely necessary, be sure to follow up to ensure consultation request was received.

  3. Explain to the patient why the consult is being requested and document this discussion in the medical record.

  4. Develop a standardized format for ordering consults.  Information should be provided, as to:

·         Relevant patient history, including working diagnosis, what tests/diagnostic studies have been performed and current medications.

·         The type of consultation being requested, such as whether the request is for:

Ø       Consult for opinion only

Ø       Consult and recommend treatment

Ø       Consult and treat specific problem

Ø       Consult and assume total care of patient

·         The urgency of the consult, such as:

Ø       Urgent; consultation needed immediately

Ø       Not urgent; please see patient within ______hours/days

  1. If ordering a consult on a hospitalized patient, provide complete information on the consultation order forms, per hospital policy.

  2. The written request for a consultation, and the reason for the consult, should be documented in the requesting physician’s plan of care.

  3. Whenever possible, speak with the consultant after the patient is seen.  Carefully read the consultant’s written report to assure that all of the information assumed in the consulting physician’s diagnosis/impression is accurate.  Leave nothing to chance.

 

  

 

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