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Automate Referrals

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Automate Referrals

Create referrals by using a guided flow that gathers data and creates related records for you. Accept referrals directly from a clinical service request.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Create Referrals with the Create Referral Flow
The Create Referral flow gathers patient and provider information and creates related clinical service requests, clinical service request details, and document links for you. The flow also creates or updates the associated patient account record.
Accept Referrals and Coordinate Care from Clinical Service Requests
Manually accept inbound referrals and then schedule appointments, complete assessments, and coordinate other care for referred patients directly on a clinical service request.
Track and Analyze Referrals with the Referral Management App
Prioritize referral requests, analyze incoming and outgoing referrals, and assess your team’s capacity to process referrals all from one convenient app.

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