- Rectangle = Normal workflow activity in which a casual mention/formal referral could be initiated; could be a part of overall patient flow or within the actual patient encounter.
- Circle = Referral actions to accompany the normal activity.
- Cylinder = Checklist for needed tools, resources, or follow-up steps.
Please see the sample template for ideas on how to use this... Then customize it to your own practice needs.
Tool 11: Process Mapping for Referrals to Community Resources—Example