Physician Referral Management System for Secure Scheduling

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Solution Overview

Problem

The current physician referral process is inefficient, with patients often facing difficulties in scheduling appointments with specialists due to lack of transparency, potential security risks, and administrative burdens on both primary and secondary care physicians, leading to delays and non-compliance with medical recommendations.

Innovation Solution

A system and method for online physician referrals that allows doctors and their staff to manage referrals through a centralized database and portal, enabling online booking, filtering by specialty and insurance, transferring patient information, tracking referrals, and facilitating communication between referring and receiving physicians.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the primary care provider uses remote desktop session with the secondary care provider's office to make an appointment, then the appointment can be scheduled while the patient is in communication with the primary care provider, but this creates security risks and requires the primary care provider to have access to the secondary care provider's office systems

Engineering Contradiction:
Improveappointment scheduling convenienceVSAvoidsecurity risk
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The patent introduces a referral management system as an intermediary platform that connects primary care providers and secondary care providers without requiring direct access to each other's office systems. The system includes a referral module in the primary care provider's practice management system and a corresponding module in the secondary care provider's system, enabling secure communication and appointment scheduling through standardized interfaces while maintaining system security boundaries.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If the primary care agent attempts to schedule the appointment directly, then the process can be done while the patient is on the phone, but the agent needs to be trained on multiple different scheduling software systems which is not feasible or scalable

Engineering Contradiction:
Improveappointment scheduling efficiencyVSAvoidscheduling software complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent creates a universal referral management system that can interface with multiple different practice management systems and scheduling software through standardized protocols. The system performs multiple functions including referral creation, appointment scheduling, patient information exchange, and follow-up coordination, making it adaptable to various healthcare provider environments without requiring agents to learn multiple proprietary systems.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Productivity

If the primary care agent schedules the appointment, then the appointment can be made quickly, but the agent does not know the rules about when appointments can be made with the secondary care provider, so often the appointment is not made

Engineering Contradiction:
Improveappointment booking speedVSAvoidappointment confirmation rate
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent implements a feedback mechanism where the referral management system automatically checks appointment availability, scheduling rules, and provider preferences before finalizing referrals. The system provides real-time feedback to the primary care provider about scheduling constraints and confirms appointment details with the secondary care provider's system, ensuring that referrals are made correctly the first time while maintaining quick processing speeds.

Inventive Principle:
Principle #23Feedback

4Adaptability or versatility

If there is no centralized system for managing referrals, then each office maintains its own scheduling system, but this creates inefficiencies in managing the referral process including rescheduling missed appointments, sharing patient information, and follow-up appointments

Engineering Contradiction:
Improvereferral management flexibilityVSAvoidtime for managing referral process
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The patent merges the referral management functions of multiple offices into a centralized system that handles appointment scheduling, patient information sharing, rescheduling, and follow-up coordination across different healthcare providers. The system consolidates these previously separate functions into a unified platform that reduces redundant communication and coordination efforts between primary and secondary care providers.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS11790319B2Method and apparatus for managing physician referrals
Publication Date: 2023.10.17 ZOCDOC INC
  • US11790319B2 patent drawing
  • US11790319B2 patent drawing
  • US11790319B2 patent drawing

AI summary

Method and apparatus for managing the physician referral process, whereby a referring physician (e.g., a primary care provider) refers a patient to another physician (e.g., a specialist) for a particular medical procedure, analysis or care. An aggregator provides systems and methods available to physicians and their administrative staff (herein collectively referred to as physicians or doctors) to: book appointments on behalf of their patients online through a doctor directory and calendar function; filter available doctors by specialty, subspecialty, procedure, insurance participation and/or hospital network; transfer a patient's personal information, medical history and pre-selected insurance forms from one doctor's office to another's, electronically; transfer and upload relevant forms and paperwork via fax from one doctor's office to another; track referrals historically (over time) on a by-doctor or by-patient basis; facilitate referrals to and from doctors in a certain network or group.