Using hospitals

Online-to-offline referral and record handoff in China

Turn an ended online encounter into a documented physical-care route by confirming the institution, campus, department, booking, records and payment status.

Editorial timeline showing identity, registration, consultation, payment, reports and medicine.
AI-generated editorial illustration; not a real hospital or patient.

When an internet-hospital doctor ends an online encounter and directs a patient to a physical medical institution, several administrative questions remain open. The direction may be general guidance rather than a formal referral, and it does not necessarily create an appointment, reserve a campus, transfer the record, cancel a charge or decide what happens to a prescription request. The safest handoff is a written status map covering the accountable online institution, the physical institution and campus, department, booking route, records available, prescription status, fee and receipt status and any insurer process. This guide organizes that map without interpreting why the physician ended the encounter, assessing urgency, listing symptoms or advising on diagnosis, tests, medicine, treatment, transport or where an individual should receive clinical care.

Use this as a practical starting point

Provider procedures can change, so confirm time-sensitive details with the hospital, insurer or service. A licensed professional must make clinical decisions for an individual patient.

At a glance

Key points

  • Record the online encounter as completed, terminated, failed to connect, cancelled or another provider-defined status before arranging the next step.
  • Ask whether the doctor's direction is a formal referral, a created appointment, a department recommendation or only general guidance to seek in-person care.
  • Identify the Chinese legal physical institution, exact campus and department; a hospital-group name alone may not locate the correct service.
  • A referral note, booking request, confirmed appointment and registration number are different records and should not be treated as one status.
  • Request the online encounter record and preserve uploaded records, consent, termination information and any provider-issued handoff document.
  • Confirm whether no prescription was issued, a prescription is pending, it was rejected in review, it was cancelled or it was already sent to a pharmacy.
  • Keep the consultation fee, registration charge, pharmacy order, delivery fee, insurance settlement and refund request in separate transaction lines.
  • For a perceived medical emergency in the Chinese mainland, call 120 instead of waiting for an online-to-offline handoff or appointment reply.
01

Capture the online encounter's final recorded status

Before leaving the app or support chat, record the Chinese legal medical institution, online department, doctor name, scheduled and actual encounter times, patient number, order number and the status displayed by the provider. Distinguish a patient cancellation, patient no-show, provider no-show, technical connection failure, physician termination, completed consultation and completed consultation without a prescription. Those labels can affect which office holds the record or payment question, but none of them alone proves refund entitlement, clinical fault or what another institution must do.

If a physician ended the encounter under the internet-diagnosis rules, ask the institution for the reason as recorded and the next administrative direction. Do not rewrite it as a diagnosis or infer details that the provider did not state. Save the encounter page, notice, message and support reference in their original form. A screenshot helps show the displayed status, but request the institution-held outpatient record or formal handoff document through the applicable route when another provider, insurer or complaint office requires a record with clearer provenance.

  • Accountable online medical institution
  • Patient, encounter and order identifiers
  • Scheduled and actual connection times
  • Provider-defined final status
  • Physician's recorded termination or handoff statement
  • Support ticket and record-request reference
02

Name the physical institution, campus and department

Ask staff to write the Chinese legal name of the physical medical institution, exact campus, department and any sub-clinic or registration category named in the handoff. A technology platform, hospital-group brand, international-service desk and physical licence holder may use different names. Verify the institution through its official channel and, where useful, the national institution query. This identity work does not establish that the department is clinically appropriate, currently open, available in English, within insurance networks or willing to accept the patient.

Clarify whether the destination is the online institution's own supporting physical hospital, another campus within the same legal institution or an entirely separate provider. Ask which organization will own the next medical record and which contact handles booking changes. If the physician gives only a broad direction to seek physical care, label it that way rather than inventing a hospital or department. The patient may need to use the destination institution's normal appointment and identity process, and the online provider cannot guarantee a slot or acceptance.

  • Chinese legal institution name
  • Exact campus and address source
  • Department and registration category
  • Destination institution's official booking channel
  • Institution responsible for the next encounter record
  • Language and identity-document questions

A hospital-group logo or map pin is not enough. Match the legal institution, campus and department before travelling or paying.

03

Separate referral, booking and registration records

Use separate fields for the referral or direction, the appointment request, the confirmed appointment and the registration record. A physician's message may direct the patient offline without creating any formal referral. A formal referral may still require the receiving institution to review records or complete its own booking process. An appointment request is not confirmed until the responsible institution supplies the date, time, campus, department and booking identifier. A payment authorization, queue number or customer-service promise should not silently be treated as registration.

Ask whether the online institution has transmitted a referral note or only provided a document for the patient to carry. If transmission occurred, record the receiving organization, secure channel, date, document name and confirmation. If the patient must book independently, preserve the original direction and use the destination's official route. National internet-diagnosis rules require redirection when online care is unsuitable, but they do not require a physician to arrange a specific appointment, transfer acceptance, price, bed, interpreter or medical-insurance result.

  • General physical-care direction
  • Formal referral document, if one exists
  • Appointment request and timestamp
  • Confirmed appointment identifier
  • Registration or queue number
  • Transmission and receipt confirmation
04

Build a neutral record and prescription handoff

Create an index containing the online outpatient record, consent confirmation, records uploaded by the patient, physician-issued note, termination or completion status and any formal referral or appointment document. Preserve Chinese originals and attach translations separately. Ask the physical institution which documents and formats it accepts and whether records must be uploaded before the visit or presented at registration. National record rules support controlled copying and retention, but they do not guarantee instant export, universal interoperability or acceptance of a portal screenshot by another provider.

Record the prescription chain independently from the referral chain. State whether no prescription was issued, a physician-issued prescription is pending signature, pharmacist review is pending, review did not pass, the prescription was cancelled, dispensing occurred or a pharmacy order is already active. Do not ask administrative staff to supply, change or recommend medicine. A physician's decision to redirect care may leave the prescription request in a different status, and an offline appointment does not automatically cancel or validate a prescription, pharmacy payment or delivery order.

  • Institution-held online outpatient record
  • Uploaded-record index and consent confirmation
  • Provider-issued handoff or referral document
  • Unmodified Chinese originals and separate translations
  • Prescription and pharmacist-review statuses
  • Pharmacy and delivery-order statuses

A record handoff describes what was created and where it was sent. It does not ask this website to interpret the record or tell the next provider what care to deliver.

05

Reconcile charges, receipts and insurance separately

Make one transaction table for the online consultation or service fee, any physical appointment or registration charge, prescription charge, pharmacy order, delivery fee and other named items. For each line, record the legal payee, amount, time, payment reference, invoice or receipt status, cancellation status and any refund reference. National policy does not create one internet-medical tariff, and a public institution's online service item may be implemented under local price rules. A quote or displayed package does not guarantee the final physical-care cost.

Ask the medical institution or local medical-insurance channel whether the online item was eligible for direct settlement and whether the physical destination requires a separate process. Eligible internet medical-insurance payment depends on local implementation, the provider's agreement and the patient's benefit status; medicine-delivery fees are outside the national internet medical-insurance payment framework. A failed settlement is not automatically a merchant refund, and a commercial insurer's preauthorization, reimbursement or overseas policy remains a separate contract process.

  • Named service item and legal payee
  • Payment, invoice and receipt references
  • Cancellation and refund-request status
  • Physical registration charge
  • Prescription, pharmacy and delivery charges
  • Basic or commercial insurance reference
06

Confirm receipt and close every open status

Before the physical visit, ask the receiving institution to confirm the appointment, campus, department, patient identity and any records successfully attached to its system. Keep unanswered items marked pending rather than assuming they have transferred. After the handoff, save the new patient or registration number and note whether the receiving provider could access the online record. The receiving institution controls its own intake and clinical process, so a complete administrative handoff cannot guarantee that prior conclusions, prescriptions, prices or schedules will be adopted.

If the route remains unclear, contact the accountable online institution for the encounter and record status, the physical institution for booking, the pharmacy for dispensing or delivery, the medical-insurance channel for benefit settlement and the relevant payee for a refund request. Preserve each ticket and response. Complaints can document a process failure, but they do not guarantee a referral, appointment, refund, insurance result or clinical outcome. For a perceived medical emergency in the Chinese mainland, call 120 and do not wait for these administrative steps.

Close the loop by owner: online institution, destination institution, pharmacy, insurer and payee. One support desk may not control every open status.

Useful language

Navigation phrases

Show the Chinese characters when pronunciation is uncertain. Use the copy button to send one phrase through a trusted channel without retyping it.

Please write down the physical institution, campus, department and booking route.请写明实体医疗机构、院区、科室和预约方式。Qǐng xiěmíng shítǐ yīliáo jīgòu, yuànqū, kēshì hé yùyuē fāngshì.
Has a formal referral or appointment been created, or is this only a direction to seek in-person care?是否已经建立正式转诊或预约,还是仅建议到线下就医?Shìfǒu yǐjīng jiànlì zhèngshì zhuǎnzhěn huò yùyuē, háishì jǐn jiànyì dào xiànxià jiùyī?

Avoidable problems

Common mistakes

  • Treating a general direction to seek physical care as a confirmed referral.
  • Assuming a referral document automatically creates an appointment.
  • Using only a hospital-group brand without confirming the legal institution and campus.
  • Calling a payment authorization or queue number a completed registration.
  • Forwarding screenshots without requesting the institution-held encounter record.
  • Assuming offline redirection automatically cancels or creates a prescription.
  • Combining consultation, pharmacy, delivery and insurance amounts into one unexplained charge.
  • Contacting the insurer for a merchant refund or the pharmacy for a hospital encounter record.
  • Assuming another institution must accept prior records, prices or clinical conclusions.
  • Waiting for an administrative handoff during a perceived medical emergency instead of calling 120.

Common questions

Frequently asked questions

Does an online doctor's offline direction count as a formal referral?

Not always. Ask whether the provider created a formal referral document, transmitted it to a named institution or only advised the patient to seek physical care. Record the exact status and do not treat it as a confirmed appointment unless the destination supplies one.

Will the online institution book the physical appointment?

There is no general guarantee. Some integrated providers may offer a booking route, while others direct the patient to the destination's normal system. Confirm the legal institution, campus, department, date, time and booking identifier through the responsible destination.

Do I need the online encounter record for the physical visit?

Ask the receiving institution which records it wants and in what format. Request the institution-held online record and any handoff document where available, preserve the originals and keep translations separate. The receiving provider decides what it can use.

What happens to an online prescription after redirection?

Check the recorded status rather than assuming. No prescription, pending signature, pending pharmacist review, rejected review, cancellation, dispensing and an active pharmacy order are different states. The responsible institution and pharmacy must confirm their own records.

Does failed medical-insurance settlement mean the hospital must refund me?

No automatic conclusion follows. Insurance eligibility and merchant payment are separate questions. Ask the medical-insurance channel why settlement failed, and ask the legal payee about its cancellation and refund process using the payment and service-status evidence.

What if the handoff is unclear and I believe there is a medical emergency?

For a perceived medical emergency in the Chinese mainland, call 120. Do not wait for an app reply, record transfer, insurer decision, appointment confirmation or complaint response. This guide does not classify symptoms or provide medical triage.

Evidence

Sources consulted for this guide

National rules are separated from city and provider examples. Access dates show when a source was collected; source pages and procedures can change afterward.

01Notice on Issuing the Internet Diagnosis Measures, Internet Hospital Measures and Remote Medical Service Standards, TrialNational Health Commission of China and National Administration of Traditional Chinese Medicine · accessed 17 July 2026 · National source issuing the three foundational 2018 frameworks. It distinguishes medical-institution-to-patient internet diagnosis, an internet hospital linked to a physical medical institution and medical-institution-to-medical-institution remote services. It supports identifying the accountable institution and service type, but it is not a current provider directory, foreign-passport access promise, appointment entitlement, quality ranking, clinical eligibility decision or confirmation that a named platform offers a particular department, language, price, insurance or pharmacy route.02Internet Diagnosis Supervision Rules, TrialNational Health Commission of China General Office and National Administration of Traditional Chinese Medicine Office · accessed 17 July 2026 · Current national supervision baseline covering approved institutions, published professional electronic credentials, informed consent, provider and patient real-name use, prior records with a clear diagnosis, physician-controlled follow-up eligibility, termination and physical-institution redirection, online records, personally issued prescriptions, traceable prescription and delivery data, published charges, privacy, complaints and legal responsibility. It does not approve a named platform, guarantee passport support, determine clinical suitability, authorize a first visit outside an approved exception or promise medicine, payment, refund or outcome.03Policy Explanation of the Internet Diagnosis Supervision Rules, TrialNational Health Commission of China · accessed 17 July 2026 · Official explanation of the 2022 supervision rules, including real-name care, physician responsibility, the prohibition on artificial intelligence replacing the physician, qualifying follow-up records, prescription-before-medicine controls, process traceability and online-offline integrated supervision. It helps interpret the administrative safeguards but is not a patient-specific clinical assessment, platform endorsement or guarantee that a local workflow accepts a particular identity document.04Electronic Medical Record Application Management Standards, TrialNational Health and Family Planning Commission General Office and National Administration of Traditional Chinese Medicine Office · accessed 17 July 2026 · National electronic-record application standard covering creation, identity linkage, storage, access and minimum retention, including at least 15 years for outpatient records and 30 years for inpatient records. It took effect on 1 April 2017 and repealed the 2010 Basic Standards for Electronic Medical Records. For internet diagnosis, the more specific 2022 rules also govern encounter records and process recordings. This standard does not create one patient portal, guarantee instant copies or cross-provider interoperability, authorize record alteration or establish which files another provider or insurer will accept.05Notice on Further Strengthening the Use and Management of Electronic Medical Record InformationNational Health Commission of China General Office and partner national administrations · accessed 17 July 2026 · Current national requirements for authorized, minimum-necessary, secure and traceable electronic-record use, including access controls, operation logs and restrictions on external services. They support using the responsible institution's official record and sharing route, but do not create a universal download function, approve personal cloud or chat transfer, authorize a companion, employer or overseas recipient, or guarantee another institution will reuse an online encounter record.06Provisions on the Administration of Medical Records in Medical Institutions, 2013 EditionNational Health and Family Planning Commission and National Administration of Traditional Chinese Medicine · accessed 17 July 2026 · National medical-record custody and copying framework covering patient identity, authorized applicants, copyable materials, provider proof marks, privacy and retention. It supports requesting the institution-held online outpatient record and related documents where available, but it does not guarantee immediate release, authorize another person's access, require every platform recording to be supplied in a chosen format or let a requester rewrite or delete the official record.07Explanation of the Notice on Technical Standards and Financial Management for Internet Plus Medical Services at Public Medical InstitutionsNational Health Commission of China and National Administration of Traditional Chinese Medicine · accessed 17 July 2026 · National public-institution framework explaining that internet-service project and financial management must connect to locally implemented price policy and accountable medical-institution records. It supports asking for the named service item and current published charge, but it does not establish one nationwide patient tariff, include pharmacy or delivery costs automatically, determine insurance payment or validate a platform's package price.08Guiding Opinions on Advancing Medical-Insurance Payment for Internet Plus Medical ServicesNational Healthcare Security Administration · accessed 17 July 2026 · National framework allowing eligible providers to apply through their physical medical institution for a local pooling-area internet-service supplemental agreement. It supports local payment for qualifying follow-up consultation and medicine charges under local rules and states that medicine-delivery fees are outside medical-insurance payment. It does not prove that a provider has an agreement, create nationwide or cross-province entitlement, determine a patient's active benefits or promise direct settlement, reimbursement or medicine availability.09Medical Institution Practice-Licence Information QueryNational Health Commission of China via the National Government Service Platform · accessed 17 July 2026 · Official institution-registration query used to compare the internet hospital or supporting physical institution's Chinese legal name and available licence information with what the platform advertises. A matching record is an identity safeguard, not approval of the exact online service, a quality ranking or confirmation of the current campus, department, clinician, foreign-passport workflow, language, price, insurance, pharmacy, complaint or clinical-suitability route.10EmergenciesNational Health Commission of China · accessed 17 July 2026 · Official national reference identifying 120 as the medical emergency number in the Chinese mainland. It is included only to keep emergency access separate from internet-hospital registration, online consultation, medicine delivery, insurance administration and complaint handling. It does not classify symptoms, give first aid, tell a person whether to travel independently, promise an English-speaking dispatcher, select a destination hospital or guarantee a response, treatment, cost or outcome.