Integrations

• Referral source. Decide how incoming provider requests reach the patient and referral records, including how staff check an existing request before entering another.
• Appointment channel. Align booked visits with the encounter schedule and identify who corrects a cancelled or changed booking.
• Provider communication. Decide how the team sends review and follow-up outcomes back to the referring provider, then record the outcome on the referral follow-up.
• Payment source. Map confirmed payment references to patient payment records when this scope is used.

Name an owner for each source, agree which field identifies the outside item and rehearse a repeated delivery. The app’s referral, encounter and payment records remain the place to inspect the resulting state. Review patient access before moving information between systems, and check source errors with the responsible team rather than assuming a local status proves outside delivery.