Referral management
Referrals worked as a queue rather than a fax pile: logged when they arrive, chased until the patient is seen, and closed back to whoever sent them.
What it covers
- Inbound referrals logged from fax, portal, and phone
- Outbound referrals placed and tracked to the appointment
- Records and authorizations sent with the referral
- Appointments booked and confirmed with the patient
- Referring provider updated once the patient has been seen
- Open referrals aged and reported weekly
How it works
Capture every referral
Inbound and outbound referrals logged in one place, so none sit unopened in a fax queue or a shared inbox.
Close the loop
Records sent, appointments booked, and the referring provider updated once the patient has been seen.
Nothing left open
Pending referrals aged and reported weekly, so a patient never falls into the gap between two practices.
Who it is for
Practices that take or send referrals and have nowhere to look to see what is still open.
Questions we get
Do you handle inbound referrals, outbound, or both?
Both. Inbound ones are logged from fax, portal and phone; outbound ones are placed and tracked until the patient has actually been seen.
How do we see what is still open?
Pending referrals are aged and reported weekly, so there is one place to look instead of a fax tray and somebody's memory.
Do you send records with the referral?
Yes, along with any authorization the receiving practice needs, so the referral does not stall on missing paperwork.