Reviewing Referral Closure

Key takeaways

Referral closure review requires the sent date, receipt, appointment, and owner. The review describes the sampled records and does not claim a universal benchmark.

Research context

A method for testing referral sent, received, and scheduled.

Review method

Define the population from a fixed export and record the query date, filters, source, and exclusions. Apply a short checklist and test it on a calibration sample. Separate preparation from judgment: the reviewer classifies and routes; the authorized owner decides.

Limitations

The review describes the sampled records, not the whole population. A closed status is not proof of resolution. Report denominators and assign corrective actions an owner and retest date.

Practical use

Use one bounded review to improve a workflow, then retest.