What key information must be recorded for every referral entry?

For every referral entry, recording the insurance details is crucial as it ensures that the referral is processed correctly and that the patient's coverage is verified. This information is vital for both the healthcare provider and the patient, as it determines the scope of services covered and prevents potential billing issues.

Insurance details allow the referring office to know what services are eligible under the patient's plan, which providers are in-network, and any prior authorization requirements that may exist. This aspect helps streamline the referral process, ensuring patients receive the care they need without unnecessary delays or financial surprises.

While provider's notes, patient's consent, and links to scheduled visits are all important elements in the overall referral process, they do not carry the same weight as insurance details in terms of facilitating a successful referral and ensuring the financial viability of the services rendered. Having accurate insurance information is fundamental to the entire administrative procedure surrounding referrals.