What is the first step when working on a referral from the workqueue list?

The first step when working on a referral from the workqueue list is to double-click on the referral record. This action allows you to access the specific details of the referral case, including patient information, referral status, and any notes or instructions from the referring physician.

By opening the referral record, you gain valuable insights that will inform your next actions, such as determining if communication with the patient or the referring physician is necessary, or if checking insurance information is pertinent. It establishes a clear understanding of the context surrounding the referral and sets the groundwork for processing it effectively.

Without accessing the record first, you may miss critical details that are crucial for making informed decisions about the referral, which could lead to delays or miscommunications in care coordination.