Referral Management

Date	Patient	Referred To	Specialty	Priority	Status	Actions

Date	From Doctor	Office	Patient	Reason	Status	Actions

1 Secure Transfer Method

Direct Secure Portal (End-to-End Encrypted)

Encrypted Email (AES-256)

Secure Fax with Cover Sheet

All transfers are HIPAA-compliant and include audit trail logging for compliance verification.

2 Auto-Attach Clinical Records

Following minimum necessary principle, automatically attach relevant records:

Latest Intraoral X-rays

Periodontal Chart

Treatment Plan

Medical History Summary

Clinical Notes

3 Auto Follow-Up Reminders

Send reminder if no response after:

days

4 HIPAA Compliance & Patient Consent

Require explicit patient consent before sending referral

Track BAA (Business Associate Agreement) status with all partners

Minimum Necessary Standard: Only clinically relevant records are sent. Patient consent is tracked and maintained as required by HIPAA Privacy Rule. All Business Associate Agreements must be current and documented.

5 Default Referral Letter Template

Referral Details

Create New Referral

Add Referral Partner