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. 2020 Oct 28;3(3):405–412. doi: 10.1093/jamiaopen/ooaa036

Table 2.

Time and motion study for manual referrals processing

Task Observations (n) Time spent (s), mean ± SD How is this optimized by Referrals Automation?
Move a fax to folder and open it 28 8 ± 6 Automate and avoid duplication of effort
Look up patient in EHR 29 16 ± 13
Review required information 17 39 ± 27
Missing info: call referring provider 2 226 ± 106 Not currently addressed
Update demographics, primary care physician, and emergency contacts 20 77 ± 35 Auto-fill information, system-assisted
Update guarantor, insurance, coverage 19 65 ± 48
Verify insurance 15 21 ± 27
Update missing insurance details 5 28 ± 35 Not currently addressed
Create referral object in EHR 25 59 ± 19 Auto-fill information, system-assisted
Add relevant patient visit notes 25 21 ± 24 Not currently addressed
Set scheduling status 12 17 ± 15 Not currently addressed
For external referral (notify department, flag, fax referring provider) 5 90 ± 55 Not currently addressed
Find patient info and call patient 17 175 ± 148 Smart scheduling with patient input
Send fax to referral provider 6 16 ± 6 Not currently addressed
Log referral in EHR 14 14 ± 6 Automate
Other miscellaneous administrative tasks 13 73 ± 48 Not currently addressed
Cumulative mean time 719 ± 48