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:
Pending — referral initiated but not yet sent
Sent — referral dispatched to receiving practice
Accepted — receiving practice agrees to see the patient
Scheduled — appointment confirmed at receiving practice
Completed — referral successfully addressed
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