Clinicians keep the clinical decisions. The software sorts, checks, reminds and records. It is fully HIPAA compliant, and we sign a BAA.
Every channel in one queue
Faxed referrals, portal submissions and EHR referrals all land in the same list. Each one shows the patient, the referring office, the reason, what is missing and who holds it now.
- Source and referring provider
- Missing records and who requested them
- Clinical review status
- Scheduling status and visit date
Stalls surface on schedule
Your practice sets how long each stage should take. When a referral sits too long, its owner is reminded, and if it keeps waiting, a supervisor sees it. Nothing ages quietly in a fax inbox.
- 1 Logged
- 2 Records complete
- 3 Authorized
- 4 Booked
- 5 Outcome returned
Closing the loop with referring offices
Referring offices can receive an acknowledgment, a scheduled date and a visit summary, so they stop calling to ask. Every message is recorded on the referral's timeline.
✕Referrals across fax, email and notes
✓One queue for every channel
✕No idea how long one has waited
✓Wait time shown by stage
✕Referring offices call for updates
✓Updates sent automatically
Turnaround you can measure
Referral volume, turnaround and loose ends by source and location build themselves from the same records, so managers know which offices send the most and where time is lost.
The system handles
- Recording and sorting new referrals
- Raising referrals past their follow-up date
- Sending status notes to referring offices
Your people decide
- Deciding clinical priority
- Calling payers about authorizations
- Talking with patients about scheduling
