Referrals that close, instead of disappearing.
Inbound referral packets processed and outbound referrals tracked until the visit happens and the note comes back.
What this workflow will take off your plate.
Referrals can stall in both directions. Inbound packets wait to be processed and scheduled, while outbound referrals are difficult to follow through the visit and return of the consult note.
Referrals is designed to organize inbound packets, support scheduling, request missing information, and track outbound referrals through completion.
What it will handle
- Inbound referral packets matched to the chart
- Missing information requested from the referring practice
- Outbound referrals sent with supporting documentation
- Status tracked through the visit and returned note
- Exceptions surfaced for staff follow-up
Built on the workflows already running.
Every new workflow reuses what Harmonize knows about your practice and feeds the same task and reporting foundation.
Fax Triage
Patient Outreach
Task ManagementEarly access
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Tell us how your practice handles this work today and help shape the workflow before broader release.
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