Records and referrals without the phone tag
Build a request template once, send it to any facility by fax or email in seconds, and track every request until the documents come back — no sticky notes, no lost faxes.
Template-driven requests
Standardize the paperwork your team sends dozens of times a week.
Medical record requests
Request records from hospitals, specialists, and prior providers with professional, consistent forms.
Referral requests
Send referrals to specialists and facilities with all the patient context attached automatically.
Reusable templates
Design templates once — patient fields fill themselves from the record every time you send.
Facility directory
Requests pull fax numbers and emails from your shared facilities & providers directory.
Delivery and follow-through
Fax and email delivery
Send each request the way the facility prefers — both channels are built in, no external fax machine.
Request tracking
Every request has a status from sent to fulfilled, so nothing silently expires.
Returned documents
Incoming faxes land in the Communications inbox and attach straight to the patient record.
Print when needed
Need paper? Any request prints cleanly for mail or hand delivery.
From request to returned records
- 1
Pick the template and patient
Choose a request template; patient demographics fill in automatically.
- 2
Send by fax or email
Delivery goes out through the platform and is logged on the patient timeline.
- 3
Track until fulfilled
Open requests stay visible with statuses; returned documents attach to the patient record.
Stop chasing records by phone
See how Newbula unifies patient management, outreach, and risk analytics for your organization. Get started in less than a week.
Free onboarding and training included.