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Referral Management

Keep Referral Status and Ownership Connected.

Fanoni EHR includes referral intake, patient-chart referral records, a work board, detail views, and analytics for coordinating referral work.

Cross-patient work
BoardCross-patient work
Referral record
FHIRReferral record
Human decisions
ReviewHuman decisions

Built workflows

Referral Work from Intake to Follow-Up

  • Referral Board

    Review referrals across patients with visible status and ownership.

  • Intake

    Create a structured referral and capture the available clinical and administrative context.

  • Patient Chart

    Open referral records alongside the rest of the patient chart.

  • Tasks and Faxes

    Coordinate related task and fax workflows without losing the referral context.

  • Detail View

    Review the case, its current status, and required follow-up work.

  • Analytics

    Inspect referral workflow activity without promising a clinical or financial outcome.

How it works

Intake, Coordinate, Close the Loop

  1. 01

    Create the Referral

    Capture the patient, reason, destination, and supporting information.

  2. 02

    Coordinate the Work

    Assign tasks, review documents, and update the visible referral status.

  3. 03

    Document Follow-Up

    Record the next step or completion status in the connected referral workflow.

“Automation can prepare or route work, but staff retain responsibility for reviewing the referral and its next step.”
Referral workflow boundary

The business of care, connected

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