Dr. Joseph

Second Opinion Protocol

Purpose:
This protocol ensures that all necessary steps are taken when a patient requests a second opinion for a medical issue. The goal is to gather the appropriate information and medical records to facilitate a comprehensive evaluation and decision-making process.

Questions to Ask the Patient:

1. Is the appointment for a referral or a second opinion?

2. Have you been previously seen for this issue?

3. Did you undergo surgery for this issue?

   • If yes, when and where was the surgery performed?

   • Who was the surgeon?

4. What imaging has been done related to this issue?

   • Please provide details on the date, location, and type of imaging (e.g., X-ray, MRI, CT scan).

   • Request reports for all imaging performed.

5. For acute issues:

   • Were you seen in an urgent care (UC) facility or emergency room (ER)? If yes, gather relevant details.

What to Document:

1. Appointment Scheduling:

   • If possible, schedule the appointment far enough in advance to allow adequate time for obtaining the required records.

2. General Notes:

   • Document all collected information in the General Notes section.

   • Confirm that the patient understands and agrees to bring all required documentation for the second opinion to their appointment.

3. Phone Note:

   • Send a phone note to the appropriate team members with the detailed information provided by the patient. This ensures all parties are informed of the patient’s request and the necessary follow-up actions.

4. Patient Follow-up:

   • Advise the patient to call prior to their appointment to verify that we have received all necessary medical records and documents for their second opinion.

Objective:
By following this protocol, we ensure that all relevant information is gathered and communicated effectively, facilitating a smooth process for providing the second opinion.