All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Patient Referral Management
Start now
More

Features

Industries

Reference

More

Patient Referral Management · Available now

Keep each referral connected to patient care.

Patient Referral Management keeps inbound specialty referrals linked to patients. A Clinician submits the patient-linked request after checking their current privilege and care team assignment.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewReferrals Awaiting Review
Patient Referral Management · Referrals

Referrals Awaiting Review

Approval conditions

New referral
Referrals in view
6
Routine
3
Urgent
3
IdPatientReferring providerSpecialtyReceived atPriority
REF-2026-0411Sofia BenitezDr. Farah MarquezCardiology15 OctRoutine
ENC-2026-0824Daniel NwosuDr. Nico OkaforOrthopedics20 OctUrgent
TASK-2026-0191Amara ChenDr. Ayla HaddadNeurology16 OctRoutine
NOTE-2026-0362Luca IyerDr. Jonas CalderDermatology18 OctUrgent
CONS-2026-0147Amara ChenDr. Mei VelascoPulmonology10 OctRoutine
6 of 6 records
REF-2026-0411Referrals · RFR-48027
Routine
PatientSofia Benitez
Referring providerDr. Farah Marquez
SpecialtyCardiology
Received at15 Oct
StatusReceived
Review referralRFR-48027 · REF-2026-0411

Referral Reviewer decides whether a received referral advances.

Waiting for Referral Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
13
Roles with set permissions
5
Reports and dashboards
7
Features

Work from the referral and encounter queues

Every feature works on the same records. Pick one to see the screen your team works in.

Referral intake and review

Record specialty requests and give reviewers a clear queue for the next decision.

  • Capture
  • Review
  • Progress
  • Referrals
  • Patients
  • Referral follow-ups
Explore referral intake and review
OverviewReferral Lifecycle Board
Patient Referral Management · Referral intake and review

Referral Lifecycle Board

Referrals

New
IdPatientSpecialtyPriorityStatus
REF-2026-0411Nina OkaforCardiologyRoutineReceived
ENC-2026-0824Sofia BenitezOrthopedicsUrgentReceived
TASK-2026-0191Nina OkaforNeurologyRoutineReceived
NOTE-2026-0362Theo VelascoDermatologyUrgentReceived
CONS-2026-0147Amara ChenPulmonologyRoutineReceived
6 of 6 records
REF-2026-0411Referrals · RFR-13914
Routine
PatientNina Okafor
SpecialtyCardiology
StatusReceived
Example screen with sample data
Process

Follow each request into care

Referral receipt to closure ships ready to use. One step needs a named approval before the work moves on: Review referral (Referral Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Receive referral

    Record the patient, referring provider, specialty and priority.

    REF-2026-0411RFR-48027 · Referral Coordinator
    Receive referralBy Referral Coordinator

  2. Review referral

    The Referral Reviewer decides whether the received request advances or is declined.

    REF-2026-0411RFR-48027 · Referral Reviewer
    Review referralBy Referral Reviewer
    ApprovalReferral Reviewer decides whether a received referral advances.

  3. Schedule care

    Coordinate the visit and keep the referral state current.

    REF-2026-0411RFR-48027 · Referral Coordinator
    Schedule careBy Referral Coordinator

  4. Record encounter

    Capture the visit and its attributed care evidence.

    REF-2026-0411RFR-48027 · Clinician
    Record encounterBy Clinician

  5. Follow up

    Record the due date, completion and outcome against the referral.

    REF-2026-0411RFR-48027 · Referral Coordinator
    Follow upBy Referral Coordinator

  6. Close referral

    Review the seen visit and follow-up before closure.

    REF-2026-0411RFR-48027 · Referral Reviewer
    Close referralBy Referral Reviewer

Start with Referral receipt to closure

Inside a record

Connect outside sources deliberately

Open any referral to see its referral follow-ups, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Patient, Referring provider, Specialty and Received at.

  2. 2
    Referral follow-ups

    Each line is linked to this referral.

  3. 3
    Who works on it

    Referral Coordinator, Referral Reviewer and Clinician, each with their own permissions.

  4. 4
    Process stages

    Receive referral and Review referral, with the role that acts.

  5. 5
    Approvals

    Review referral, with who decides.

Referrals Awaiting ReviewREF-2026-0411
Patient Referral Management · Referrals

REF-2026-0411

Sofia Benitez · Routine

Log activity
1
Record details
PatientSofia Benitez
Referring providerDr. Farah Marquez
SpecialtyCardiology
Received at15 Oct
2
Referral follow-ups

REF-2026-0411

IdReferralDue at
REF-2026-0411Elias Moreno to rehabilitation11 Oct
ENC-2026-0824Elias Moreno to rehabilitation15 Oct
TASK-2026-0191Elias Moreno to rehabilitation14 Oct
Referral follow-ups
6
3

Who works on it

  • Referral CoordinatorManage care tasks
  • Referral ReviewerManage Referrals
  • ClinicianManage Referrals, referral follow-ups, Encounters, clinical…
4

Process stages

  • Receive referralReferral Coordinator, Clinician
  • Review referralReferral Reviewer
5

Approvals

  • Review referralReferral Reviewer
    Approved
Example screen with sample data
Approvals

Put the review decision with the right person

OverviewApprovals
Patient Referral Management · Overview

Approvals

Signed in as Referral Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RFR-48027REF-2026-0411
    Sofia BenitezRequested by Referral Coordinator
    Routine3dActions
  • RFR-21601ENC-2026-0824
    Daniel NwosuRequested by Referral Coordinator
    Urgent3dActions
  • RFR-22092TASK-2026-0191
    Amara ChenRequested by Referral Coordinator
    Routine5dActions
  • RFR-52685NOTE-2026-0362
    Luca IyerRequested by Referral Coordinator
    Urgent3dActions

Who approves what

DecisionApprover
Review referralThe Referral Reviewer decides whether the received request advances or is declined.Referral Reviewer
Approve ReferralsReferral Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Patient Referral Management to the work that is theirs. Pick a role to see what it starts with.

Referral Coordinator

Coordinates referral intake and watches follow-up dates and outcomes.

This is the first screen this role sees.

OverviewActive Encounter Worklist

Active Encounter Worklist

Encounters · Referral Coordinator

Scheduled2
REF-2026-0411Sofia Benitez
12 Oct
CONS-2026-0147Theo Velasco
11 Oct
Add
Arrived2
ENC-2026-0824Nina Okafor
18 Oct
FU-2026-0203Sofia Benitez
14 Oct
Add
In progress1
TASK-2026-0191Nina Okafor
23 Oct
Add
Awaiting review1
NOTE-2026-0362Mira Haddad
30 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read demand and due work

Read referral demand, follow-up dates and encounter work from recorded fields.

Overview
Patient Referral Management · Overview

Patient Referral Management dashboard

This quarter

Encounters in view
6
Scheduled
2
Arrived
2
In progress
1

Referrals by status

How far records got this quarter

StageReachedStep
Received30
Reviewed1757%
Scheduled953%
Seen556%

Number of referrals by status

Sample counts per stage

600
60Received
40Reviewed
30Scheduled
20Seen
20Closed
Example screen with sample data
  1. 01Referrals by specialty and priority

    Count referral records by Specialty, Priority and Status.

  2. 02Referral review queue

    Show received referrals by received at, Specialty and Priority.

  3. 03Referral follow-up due dates

    List follow-ups by due at, completed at and Referral.

  4. 04Encounter state by clinician

    Group Encounters by Clinician and Status.

  5. 05Care task exceptions

    Show open or escalated tasks by assigned to and due at.

  6. 06Consent expiry review

    Show signed consent records by Purpose and expires at.

  7. 07Privilege verification

    Compare clinician privileges by privilege type, Status and effective to.

All reports and dashboards

Who it's for

Fit the team that handles referrals

See how Patient Referral Management fits your kind of team.

Specialty clinics

Coordinate incoming referrals, visits and follow-up for a specialty service.

Multispecialty care teams

Keep separate specialty requests and care assignments clear for one patient.

Ambulatory care operations

Connect referral intake to the visit worklist and patient follow-through.

Controls

Check patient and clinician context

Each stage of referral receipt to closure names the role that acts and the status it records, so a change is never anonymous.

OverviewReferral receipt to closure
Patient Referral Management · Process

Referral receipt to closure

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
4
Tables touched
9
Review referralApproval
Referral Reviewer
StatusReceived → Reviewed
RecordsReferrals, Patients
Schedule care
Referral Coordinator
StatusReviewed → Scheduled
RecordsEncounters, Referrals
Record encounter
Clinician
StatusScheduled → Arrived → in progress
RecordsClinical notes, Observations, Encounters
Referral receipt to closure
  1. Start
    Review referralReceived → Reviewed
    Referrals
  2. Step
    Schedule careReviewed → Scheduled
    Encounters
  3. Step
    Record encounterScheduled → Arrived → in progress
    Clinical notes
  4. Step
    Review encounterIn progress → awaiting review → Completed
    Encounters
  5. Step
    Follow upOpen → in progress → Completed
    Care tasks
Example screen with sample data

See each stage in detail

AI agent

Prepare the next step with Proto

Use Proto to prepare referral workflows and inspect patient care handoffs.

It can

  • Referral Coordinator: Ask for a received referral queue by specialty and priority, then review the records before contacting a provider.
  • Referral Reviewer: Ask for the patient, assignment and privilege context associated with a case awaiting review.
  • Clinician: Ask for assigned care tasks and the encounter record related to a scheduled visit.
  • Care Operations Manager: Ask which follow-ups are due and which care tasks are escalated.

Stays with a person

  • A person decides whether a referral should advance, whether consent covers the intended work and whether clinical documentation is ready to sign.
  • Staff should inspect the underlying records before changing a status or communicating a result.
  • Configure account and patient permissions before using patient details in an assisted workflow.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Patient Referral Management
  • Referral source
  • Appointment channel
  • Provider communication
  • Payment source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Referral intake and review3
  • Referral follow-ups3
  • Patient and care team5
  • Encounter coordination5
  • Clinical documentation5
  • Care tasks3
  • Privileges and access5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set identity

    Prepare user, staff and patient records. Check assigned clinicians, current care team assignments and privilege evidence.

  2. Set referral intake

    Agree on specialty wording, priority use, review ownership and the point when a request becomes Scheduled.

  3. Rehearse care

    Take a reviewed request into an encounter, record visit evidence and check relevant consent.

  4. Rehearse follow-through

    Add a referral follow-up and assigned care task. Review due work and escalation with the manager.

  5. Expand scope

    Add further specialties after the team can explain its ordinary and exception handoffs from linked records.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Patient Referral Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Patient Referral Management for your business. Begin with one specialty, its reviewers, current patient and staff records, and a representative referral that reaches a visit.

What is the main working record?

The referral records the patient, referring provider, specialty, received date, priority and lifecycle status. Follow-ups attach to that referral.

How are urgent requests identified?

Set the referral priority to Urgent. The received-referral list shows priority beside specialty and patient, so the reviewer can identify urgent work.

Who decides whether a referral progresses?

The Referral Reviewer checks the patient and care context and records the move from Received to Reviewed or Declined.

Where does a follow-up outcome go?

Record it on a follow-up linked to the referral, together with its due and completion dates.

Is a scheduled referral the same as a completed visit?

No. The referral can be Scheduled while its encounter is still Scheduled or in progress. The encounter records the visit state.

How do clinicians see assigned work?

Care tasks link to an assigned staff member and patient. The Open Care Tasks list shows the assignee, status and due date.

Where are consent and privileges recorded?

Purpose-specific consent records link to patients. Professional privilege records link to clinicians and carry verification and effective dates.

Can an outside appointment system be connected?

Yes. Plan its connection during setup and agree who reconciles changes with encounter records.

Set up Patient Referral Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appPatient Referral Management

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.