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Front-office · Live template preview
Referral management hub
Inbound fax-to-FHIR, specialist routing, and closed-loop status tracking.
CASE FILE · REF/2026
Referral Dossier
SUNSET FAMILY MEDICINE · DEPT. OF SPECIALTY COORDINATION
◉ ACTIVE
§ 01 · Inbox
2CASES
§ 02 · Triaged
2CASES
§ 03 · Scheduled
2CASES
§ 04 · Seen
1CASES
§ 05 · Closed
1CASES
8 OF 8
Inbox2
Triaged2
Scheduled2
DOSSIER № REF-99102
Helena Brubaker
48F · BCBS PPO · AUTH REQ
"Suspected meniscus tear L knee, persistent pain x6w"
SourceFax · Dr. Singh, Bayview FM
SpecialtyOrthopedics
Days open0d
▣ FHIR ServiceRequest
code: 73721 (CPT) reasonCode: M23.205 intent: "order" status: "active"
▣ ACTIVITY LOG
Fax intakeApr 28 · 08:14
Inbound fax from Bayview FM, OCR confidence 0.94. Auto-routed Orthopedics.
▣ AGING REPORT
0-2d
5
3-7d
1
8-14d
0
15+d
0
avg-to-schedule
3.4d
loop close
81%
Care coordination · Manager
Referral pipeline & loop closure
Inbound faxes parsed, routed, and how many close the loop with a note back.
Referral status board
Live queue · 24 in flight
Patient
Specialty
Stage
Days open
Status
R. Castellanos
Urology
Scheduled
3
On track
M. Okafor
Cardiology
Routed
1
On track
A. Pham
GI
Awaiting auth
8
At risk
L. Mendoza
Derm
Notes back
12
Closed
S. Iyer
Endocrine
Triage
0
On track
J. Brooks
Ortho
Awaiting auth
11
At risk
Connectors used
Health Records
requiredRedox / Particle Health
Pull referral context from the chart
Microsoft Outlook
requiredInbound fax-to-email and specialist routing
Microsoft Teams
optionalNotify the receiving care team
Patient Scheduling
optionalNexHealth / Tebra
Auto-book the specialist visit