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A referral is what VoxHealth builds out of an inbound document: the patient, the referring practice and provider, the reason, and the codes, pulled off the fax or email and put in a queue for someone to check. Front Desk → Referrals. Available when the REFERRALS feature is enabled.

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The lifecycle

The point of the queue is that nothing gets from arrived to scheduled without a person confirming the extracted details against the document.
Always check the extraction against the original before creating a chart. Referrals arrive as faxed scans of handwritten forms; a misread date of birth creates a duplicate chart, and a misread name creates the wrong one.

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Reviewing one

The referral view puts the original document next to the extracted fields. Correct anything wrong, then create or link the patient. The record is created in your practice management system and linked back to the referral. The fields are pre-filled from the document, not authoritative. Treat them as a first draft.

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Filtering the queue

  • Status: the lifecycle above
  • Source: fax or email
  • Chart: linked to a patient chart, or not yet
  • Search: patient name, referring practice, or referring provider
  • Date range
The two filters that matter daily: New for what needs review, and unlinked for referrals that have been reviewed but never turned into a chart.

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Measuring it

The Referrals report shows volume, how far referrals get through the funnel, patient mix, and your top referring sources over a date range. Top sources is the one to look at monthly. It tells you which relationships are actually producing patients.