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Referrals is a web application for healthcare staff to receive, review, and process patient referrals. It provides a unified queue for coordinating referrals across branches and teams, with automatic writeback to external systems like HCHB after a decision is made.

Quickstart

Log in and navigate the app for the first time.

Reviewing referrals

Search, filter, and sort the referral queue.

Referral lifecycle

Understand the statuses a referral moves through.

Accepting and declining

Make a decision and trigger a writeback to the EHR.

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Key workflows

  • Desktop queue — Review all referrals in a table with filters, search, and sort. Click any row to open the detail view.
  • Mobile queue — Access your assigned referrals from My Referrals on any mobile device.
  • Referral detail — View extracted patient data, edit fields inline, review the original PDF, manage tasks, and leave comments.
  • Accept or decline — Approve or decline a referral to trigger automatic writeback to HCHB, insurance, and the patient portal.
  • Tasks — Create and complete tasks tied to a referral to track outstanding work.