Every referral gets a live status, a shared conversation, and a paper trail. Referring and receiving facilities finally see the same thing.
Built inside a working clinic — by the people who send and receive referrals every day.
The fax goes out and nobody knows if it was even seen.
Staff burn hours on phone tag just to answer “did they schedule?”
The patient gets disconnected texts from three different offices — or nothing at all.
One shared workspace for both sides of every referral — and the patient in the loop the whole way.
Pick the facility, reason, and records. Patient details auto-fill on revisits — and inbound faxes import right into the queue.
Live status on every referral, a shared conversation with the other facility, and automatic follow-up alerts when something stalls.
Appointment attended, records returned, everyone notified. The patient follows along on one secure link — no app to download.
Capture every inbound referral, see your top referral sources, and know your response times before your competitors do.
Auto-filled forms, automated task lists, and e-signature record releases instead of print-sign-scan-fax.
One secure link per referral: appointment status, messages with both facilities, and their records. No app to download.
PI clinics log each day’s patient activity in minutes — and communicate with the patient inside the same secure system, so nothing about their care lives in a text thread or a sticky note.
Law firms get a live, visual answer to “where does my client’s care stand?” — appointments attended, imaging completed, records shared — with patient-authorized, audit-logged access.
One thread per referral; a patient’s reply can never leak to the wrong facility.
Request, share, and track records with patient e-signature authorization and a full audit trail.
Doctors select exams and sign electronically; the order renders onto the imaging center’s actual PDF form.
Find and add referral partners by specialty, services, and location — and see your history with each.
Orgs with several centers get an aggregate view and per-center drill-down.
Faxes to your PatientFlo number are parsed into your referral queue automatically.
Texts and emails are notify-only — the secure link is where care happens.
Every record view, share, and signature — with timestamps and identity.
They authorize every share — and can revoke it at any time.
Signed agreements across the entire infrastructure chain.
Staff see what their role needs — marketers never see patient data.
Patients confirm their date of birth before anything is shown.
Send complete referrals and stop wondering what happened next.
Signed, legible orders on your own form — before the patient calls.
Track inbound referrals and keep referrers in the loop automatically.
Log a full day of case activity in minutes, not hours.
⚖️See where every client’s care stands — without a status call.
A 20-minute walkthrough with a real workflow — yours.