Your Practice Transformation Companion

Tuesday, November 3, 2026

Beyond the Referral: Preventing Diabetes-Related Vision Loss through Care Coordination

 

Practice Transformation Institute (PTI) is a leading provider of continuing medical education and experiential learning programs for Patient-Centered Medical Homes and other care transformation initiatives.  PTI offers programs and to empower physicians, practice teams, and others in care delivery systems to improve care and outcomes. Each month, PTI offers a brief blog or article addressing a specific practice need or relevant population. For more information or to suggest future topics of interest, please contact PTI at (248) 475-4736 or email info@transformcoach.org.

 

Diabetes management involves more than controlling blood glucose. Preventing complications is equally important, and diabetic retinopathy is among the most serious. As we recognize National Diabetes Month, primary care practices can examine how effectively they identify patients who need retinal examinations, ensure those examinations are completed, and follow up on the results.

Care team members such as Medical Assistants (Mas) and Community Health Workers (CHWs) can play an important role by helping patients overcome barriers to care and strengthening communication between primary care practices and eye care specialists.

Diabetic Retinopathy: The Importance of Early Detection

Diabetic retinopathy is a leading cause of vision loss and blindness in the United States. Because early stages often have no symptoms, routine retinal examinations are essential.

Early detection and appropriate treatment can prevent or delay vision loss. The American Diabetes Association (ADA, 2025) recommends retinal examinations beginning at diagnosis for adults with type 2 diabetes and within five years of diagnosis for adults with type 1 diabetes. Follow-up intervals depend on clinical findings and individual risk.

The Primary Care Challenge: Closing the Referral Loop

Primary care practices routinely identify patients due for retinal examinations and refer them to ophthalmologists or optometrists. However, a completed referral is not a closed referral.  Ensuring referrals result in completed examinations and appropriate follow-up can be challenging.

Patients may face barriers related to scheduling, transportation, insurance coverage, or understanding the importance of an examination when they have no symptoms. Even when examinations are completed, reports may not reach the primary care practice, leaving the care team without information needed to determine appropriate follow-up.

Closing the referral loop requires confirming that examinations are completed, results are received, and recommended follow-up occurs.

Where Care Team Members Add Value

MAs and CHWs are well positioned to support this process as members of the primary care team. Their involvement can begin before the referral and continue through examination and follow-up.

MAs and CHWs can educate patients about diabetic retinopathy, assist with scheduling and transportation, address insurance and language barriers, and reinforce the importance of routine examinations. After referral, they can confirm appointments, contact patients who miss visits, and help reschedule.

After examinations, MAs and CHWs can help obtain reports from eye care professionals and ensure they reach the appropriate clinical team member. When additional evaluation or treatment is recommended, CHWs can coordinate appointments and address barriers that might delay care.

Portable retina cameras offer primary care practices a way to provide point-of-care retinal screening, providing access to diabetic retinal exams and prevention vision loss in patients with diabetes. These portable units allow trained practice staff, including nurses and medical assistants, to capture scans in about one minute. Screening capability includes diabetic retinopathy, glaucoma, and other vascular conditions without needing an immediate specialty care referral. Practices may find this is efficient and cost-effective to close care gaps. 

These responsibilities do not replace clinical assessment or decision-making. Rather, they support physicians, nurses, and care managers by helping ensure services are completed and information is available to guide care.

Implications for Quality and Value-Based Care

Diabetic retinal examinations are included in several major quality reporting and value-based payment programs.

Medicare Advantage Star Ratings. The Diabetes Care – Eye Exam measure assesses the percentage of eligible Medicare Advantage members with diabetes who receive recommended retinal examinations. This measure contributes to Medicare Advantage Star Ratings and may influence financial incentives for participating primary care practices.

Merit-Based Incentive Payment System (MIPS). CMS Quality Measure #117, Diabetes Eye Exam, evaluates appropriate retinal examinations among eligible patients with diabetes. MIPS also includes Measure #19, Diabetic Retinopathy: Communication with the Physician Managing Ongoing Diabetes Care, which addresses communication of retinal findings to the physician managing the patient's diabetes. Although eye care specialists generally report this measure, it reinforces the importance of communication between specialists and primary care.

Medicaid and Commercial Health Plans. The HEDIS® Eye Exam for Patients with Diabetes (EED) measure is used in health plan quality reporting and may be incorporated into Medicaid managed care and commercial payer incentive programs. Michigan primary care practices participating in payer-sponsored quality improvement and value-based arrangements may also have diabetic retinal screening included in their performance measures.

For primary care practices, this creates both clinical and operational concerns. Patients may have completed their examinations, but missing reports or incomplete documentation can prevent those services from being reflected in quality performance.

MAs and CHWs can help close this gap through patient outreach, referral tracking, and communication with specialty providers, improving documentation and reducing administrative demands on clinical staff.

Making the Process Work in Primary Care

Integrating MAs and CHWs into diabetic retinal screening and follow-up does not necessarily require new infrastructure. Practices can use existing electronic health records, patient registries, and care gap reports to identify patients overdue for examinations.

An effective workflow identifies patients needing examinations, assigns outreach and referral responsibilities, and tracks receipt of results. Incorporating standing orders so MAs and CHWs can support these activities is efficient and allows clinicians review findings and determine next steps.

Clearly defined responsibilities and communication pathways are essential. MAs and CHWs  need to know when and how to escalate concerns, particularly when patients report new vision changes, experience difficulty obtaining specialty care, or require additional assistance.

For practices with limited care management resources, integrating MAs and CHWs  into this process can expand care team capacity and improve coordination without adding to the clinical workload.

Moving Beyond the Referral

Preventing avoidable vision loss requires more than identifying patients who need retinal examinations. It requires coordinated care that ensures examinations are completed, findings are communicated, and recommended follow-up occurs.

Integrating MAs and CHWs into this process strengthens primary care's ability to prevent complications, improve quality performance, and make more effective use of care team resources. National Diabetes Month offers an opportunity to look beyond whether referrals are made and consider what happens afterward.


References

American Diabetes Association Professional Practice Committee. (2025). Retinopathy, neuropathy, and foot care: Standards of care in diabetes—2025. Diabetes Care, 48(Supplement 1), S252–S265.

Centers for Medicare & Medicaid Services. (2026). 2027 Medicare Advantage Star Ratings fact sheet.

Centers for Medicare & Medicaid Services. (2025). 2026 Quality Measures (117, 19). Measures and Activities - QPP.

National Committee for Quality Assurance. (2026). HEDIS® measure description: Eye exam for patients with diabetes.