These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Patient Referral Management
- Get started
Get Patient Referral Management running in four steps.
Prepare one referral queue and a real patient care rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Patient Referral Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Patient Referral Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to begin with ERP.AI, then use Proto to configure Patient Referral Management for your team. Choose the people who will coordinate requests, review referrals, provide care and manage assignments.
Prepare the first operating cycle
Gather a small set of current patient, staff, privilege and care team assignment records. Choose one specialty queue with ordinary and urgent referrals. Walk one request from Received through review and scheduling into an encounter, then record a follow-up outcome. Include a declined referral and a cancelled visit so the team can practice exceptions.
Review before release
Check that each referral points to the intended patient, that reviewers can find assignment and privilege context, and that follow-ups stay on the right request. Have the clinician inspect consent and encounter documentation. Ask each role to open its working view and describe the next action from the record.
Set up Patient Referral Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.