HomePlatformRecords and referrals

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.

Records and referralsToday
Records request · Mercy HospitalR. Castillo · sent by fax 8:12
Awaiting reply
Referral · PodiatryL. Ferreira · sent by email
Received
Records request · Bayview CardiologyD. Okafor · returned 3 pages
Fulfilled
Referral · OphthalmologyA. Nguyen · draft
Draft
Records requestTemplate
PatientR. Castillo · DOB 05/02/1955
ToMercy Hospital, medical records
RequestedDischarge summary, labs since June
Fax delivered, receipt saved to the record

How it works

Your team decides what happens. Newbula does the repetitive part and records everything.

1

Pick the template and patient

Patient details fill in from the record.

2

Send by fax or email

The request goes out from Newbula and is logged on the patient record.

3

Track it

Every request carries a status from sent to fulfilled.

4

File what comes back

Returned documents arrive in the inbox and attach to the patient.

What changes for your team

The work stays the same. The hours it takes do not.

Requests on sticky notesNobody knows which requests are still open.
Every request is tracked from sent to fulfilled.
Retyping the same formEach request starts from a blank page.
Templates fill in patient details from the record.
Documents that never come backFollow-ups depend on memory.
Open requests stay visible until the documents arrive.

Everything included

Part of the same platform, so every result lands on the same patient record.

Medical record requestsConsistent request forms to hospitals, specialists and prior providers.
Referral requestsReferrals with the patient context attached automatically.
Reusable templatesDesign a template once and patient fields fill themselves.
Facility directoryFax numbers and emails from one shared directory.
Request trackingNothing silently expires: every request has a status.
Returned documentsIncoming faxes land in the inbox and attach to the record.

Works with

Each tool reads and writes the same record.

Give your team the day back.

Bring one workflow, like reminder calls or fax intake. We'll walk through it in Newbula with your data.

Or write to hello@newbula.ai