Referral generation and tracking

Purpose

1. Automate the generation, assignment, and real-time tracking of patient referrals to partner facilities, therapists, and support resources within addiction recovery.

2. Ensure compliance by centralizing and timestamping each referral.

3. Provide referral source attribution, monitor follow-through, update statuses, and trigger follow-up workflows for incomplete transitions.

4. Facilitate performance analytics and partnership relationship management.

5. Integrate with multiple EHR, CRM, and communication tools for closed-loop communication.

Trigger Conditions

1. New patient intake meeting referral criteria in EHR.

2. Existing patient status change needing higher or lower level of care.

3. Provider or staff initiates referral via CRM form or secure messaging app.

4. Inbound referral from external partners via web portal or email.

5. Missed appointment or non-response requiring referral escalation.

Platform Variants

1. Salesforce Health Cloud

• API: Referrals object create/update; Platform Events for status change notifications.
  

2. Epic EHR

• Function: Utilization of HL7/FHIR APIs for placing outbound referrals and polling status.
  

3. Athenahealth

• API: Orders & Referrals endpoint for creating and monitoring patient referral statuses.
  

4. Twilio SMS

• API: Messages/Send endpoint. Configure alert on new referral creation and patient notification text.
  

5. SendGrid

• API: Mail Send endpoint. Email partner facility with encrypted referral details.
  

6. Slack

• Feature: Incoming Webhooks to post referral notifications in care coordination channel.
  

7. Microsoft Teams

• API: Graph API/Send Message. Auto-message care manager with referral update.
  

8. DocuSign

• API: Envelopes/create. Trigger digital consent capture when referral is initiated.
  

9. Google Sheets

• API: Sheets API Append. Log referrals for audit trail and reporting purposes.
  

10. Monday.com

• API: Items/Create. Add new referral task to care coordination board.
  

11. HubSpot

• API: Tickets/Create. Generate support ticket for partner follow-up.
  

12. Zendesk

• API: Tickets/Create. Track patient handoffs to external partners.
  

13. Greenway Health EHR

• API: Referral Submission and Status via Intergy API.
  

14. Smartsheet

• API: Rows/Add. Store and update live referral records.
  

15. Intercom

• API: Conversations/Create. Auto-notify care coordinators about urgent referrals.
  

16. Asana

• API: Tasks/Create. Queue referrals for action by care team members.
  

17. Formstack

• API: Submissions/Create. Intake referral details from partner networks securely.
  

18. Airtable

• API: Records/Create. Log referral data and link patient-provider relationships.
  

19. RingCentral

• API: SMS/Send. Auto-text staff or patients about referral status and next steps.
  

20. Mailgun

• API: Messages/Send. Securely email referral info to linked case workers.
  

21. Healthie

• API: Referrals/Create and Referrals/Status for outpatient care transitions.
  

22. Zapier

• Function: Automate between cloud apps; triggers on referral creation, actions on email/Slack alert.
  

23. Zoho CRM

• API: Potentials/Create. Funnel new referrals for business development.
  

24. DocuWare

• API: Document/Store. Archive referral documentation for compliance review.
  

25. Trello

• API: Cards/Create. Visualize open referrals on coordination board.
  

Benefits

1. Eliminates manual double entry and loss of referral data.

2. Increases closed-loop communication and reduces patient leakage.

3. Enhances response speed for urgent transitions of care.

4. Provides real-time visibility and analytics on referral patterns.

5. Enables multi-channel notifications and compliance-grade documentation.