Referral Management in the Clinical Data Model | Health Cloud Administration

Build an end-to-end referral management process in the FHIR R4-aligned clinical data model to assist care coordinators and help ensure patients get more timely access to care.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Configure the Create Referral Flow
Use Flow Builder to automate your referral creation process. With the Create Referral Flow, your users provide relevant patient, provider, and facility details, and the flow creates related referral records for them. Add the Create Referral flow to the Provider Search page or the Patient Account page.
Create Referrals from Inbound Documents
Transform documents received by fax and email into clinical service requests. The Process Received Document invocable action uses text extracted from received documents to populate details about the patient and the procedure or diagnostic service requested.