Referrals & Cross-Practice Chat

Streamline inter-practice communications with referral tracking, secure messaging, and document sharing between healthcare providers.

Referral Tracking

Manage the full referral lifecycle with structured data:

• Referring and receiving provider with specialty
• Reason for referral with free-text and coded fields
• Diagnosis codes (ICD-10) linked to the referral
• Urgency level — routine, urgent, emergent
• Authorization status — pending, approved, denied

Status Lifecycle

Each referral moves through a clear lifecycle:

1. Pending — referral initiated but not yet sent
2. Sent — referral dispatched to receiving practice
3. Accepted — receiving practice agrees to see the patient
4. Scheduled — appointment confirmed at receiving practice
5. Completed — referral successfully addressed
6. Expired / Declined — referral not fulfilled

Cross-Practice Chat

HIPAA-compliant messaging between practice administrators and office managers across different organizations.

• Per-referral threads — each referral gets its own dedicated chat thread
• Read receipts — see when messages are read by the other party
• Real-time delivery via Supabase Realtime
• Audit trail — all messages logged for compliance

Attachment Sharing

Share clinical files directly within the referral chat:

• Images, X-rays, and clinical photos
• Lab results and pathology reports
• Prescriptions and medication lists
• Clinical notes and summaries

Authorization Tracking

• Authorization numbers linked to referrals
• Expiry date tracking with alerts before authorization lapses
• Prior authorization required flag with submission status
• Insurance-specific rules — different workflows per payer

Common Referral Workflows

• Pediatrics → Psychiatry — ADHD evaluation, medication management
• Primary Care → Specialty — cardiology, endocrinology, orthopedics
• Dermatology → Physical Therapy — psoriatic arthritis management
• Any specialty → ABA — autism spectrum assessment and treatment