Fixed stages
Received, triaged, scheduled, seen, report sent — or declined. Moves out of order are refused, scheduling needs a date and time, and every move records who made it.
Clinical / Referrals
Incoming referrals as a workflow — and a status link for whoever sent them.
Referrals that arrive by fax or are entered by hand move through fixed stages, so where each one has got to is a fact rather than a guess. The referrer gets a link that answers “what happened to the one we sent?” without a phone call.
What it does
Referrals, in practice
A triage queue
Undecided referrals, urgent first and then longest waiting, with anything past the waiting limit flagged. Accept or decline on the card.
A status link for the sender
No login. It shows initials and a stage, nothing clinical; it is rate-limited and every view is audited. A printable letter covers senders who work on paper.
Fax and hand entry
Referrals arrive through a signed fax-service connection or are entered by hand, and repeat deliveries become one referral.
A morning count
A text to the office number says how many are still waiting — no patient details, and only when there are some.
Where they leak
A report shows where referrals stall between stages.
How it works
From the first step to the last
- 1
Arrive
By fax or entered by hand; duplicates merge.
- 2
Triage
Accept with a note, or decline with a reason.
- 3
Follow through
Schedule, see, send the report — the sender’s link updates at each step.
What it needs
Before you switch it on
- Nothing elseWorks on its own, with or without an EMR connected.
Every module switches on and off by itself, per clinic, with its own screens, permissions and audit trail.
Worth knowing
Portal sources such as Epic Care Link, athenahealth and Direct can be listed as sources, but no portal connection is built yet; until one is, those referrals are entered by hand.
See Referrals working on a real system.
The demo runs every module against an unmodified OpenEMR, with invented patients. Nothing to install and no sales call.