Records & Referrals

Medical Records and Referrals are two sides of the same workflow: a template-driven request sent to a facility, tracked until it's fulfilled. Medical record requests retrieve documentation from other providers; referral requests send patients to specialists with the context they need.

Build templates under Medical Records → Templates and Referrals → Templates. A template defines the request document; patient fields (name, date of birth, member ID) fill in automatically at send time. Most organizations need only a handful of templates.

1. 1

   Choose New Request

   Pick the template and the patient. The request document assembles itself.

2. 2

   Pick the facility

   Select from your Facilities & Providers directory — fax number or email comes with it.

3. 3

   Send

   Delivery goes out by fax or email through the platform and is logged on the patient timeline.

4. 4

   Track under Requests

   Every request has a status; open ones stay visible until documents come back.

Facilities & Providers is the shared address book behind this module: hospitals, specialist offices, and their fax numbers and emails. Keep it current and every request addresses itself.