NHA Certified Clinical Medical Assistant (CCMA)Patient Care Coordination and EducationEasy

A medical assistant is reviewing a patient's chart and notes that the physician has ordered a referral to a cardiologist. What is the next immediate step the medical assistant should take to process this referral?

  1. AInform the patient about the referral and provide them with a list of cardiologists to choose from.
  2. BSchedule the appointment with the cardiologist immediately without consulting the patient.
  3. CWait for the patient to call and request the referral information.
  4. DSend the patient's entire medical record to the cardiologist.
Show answer & explanation

Correct answer: A. Inform the patient about the referral and provide them with a list of cardiologists to choose from.

The initial step in processing a referral is to inform the patient and involve them in the selection process, respecting their autonomy and ensuring they are comfortable with the chosen specialist.

Why the other options are wrong

  • B. Scheduling without patient input can lead to conflicts with availability or preference.
  • C. Waiting for the patient to initiate contact can delay care and is not proactive patient care coordination.
  • D. Sending the entire medical record without patient consent or specific request is a HIPAA violation and unnecessary at this stage.

Referral Coordination

The process of facilitating a patient's transfer of care from one healthcare provider to another, ensuring continuity of care and patient involvement.

  • Requires patient consent and input.
  • Involves sharing relevant medical information.
  • Aims to ensure timely and appropriate specialized care.

Memory trick: Referrals: Patient First, Then Plan.

More Patient Care Coordination and Education questions