Clarify the everyday barrier and link the patient to appropriate support options.
For a clinical plan to be effective, the patient may require assistance with routines, personal care, appointments and community access.
Clinicians don't necessarily know each and every local provider, and patients can easily be overwhelmed by directories or unsure what kind of support to ask for.
Medical care professionals make clinical decisions in the limited time they spend with patients, and it is implemented in the home, transport systems, support rosters and everyday routines. A small amount of functional and coordination information can reveal why an appropriate clinical plan is not working. The intent is not to shift clinical accountability, but to clarify the practical pathway and the feedback loop.
A helpful referral describes functional outcome, key skills, when and how information will be communicated and allows the patient to compare options.
Describe the activity that is impacted and what support, supervision or prompting may be required on a daily basis.
Write down relevant training, health plan and access or communication needs, without over-sharing.
Provide a pathway to genuine choices and explain that fit and availability need to be confirmed with the patient.
A good change is specific enough that it can be practised and small enough that it can be reviewed. Decide who will initiate the first step, where it will be written down and when the person will be asked if that step was helpful. If based on multiple services, verify each party's readiness individually, not in a meeting. Keep what is working, tweak what isn't and eliminate those quick fixes that aren't working towards the desired result.
What would “describe function, not just diagnosis” look like from the person's point of view?
What is decided and what is left as an assumption or task?
What is something that the person or team can observe to know if this is helping?
A medical referral is not proof of need or of provider capacity, and a patient should not be steered to a particular provider without disclosing any conflict of interest. Keep clinical and support roles separate.
A patient repeatedly missed wound-dressing and transport arrangements. A practical referral clarified the type of support needed, and helped the patient consider the different options available in the local area.