Amy keeps the referral journey together — from creating the referral and obtaining patient consent to coordinating care, closing the loop and building lasting referral relationships.

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A provider creates a referral with the information the receiving provider needs to act.



Before the referral is shared, the patient reviews and authorizes the sharing of their relevant information with the receiving provider.
The provider creates a referral with all the necessary details.
The patient reviews the information and authorizes what can be shared.
Once consent is given, the referral is securely shared with the receiving provider.

The receiving provider receives the referral with its context and can:


Once accepted, the referral becomes a shared working journey.


Everyone involved can see where the referral stands and what needs to happen next.

A referral shouldn't disappear after the patient is handed over.



The referring provider knows what happened.
Amy builds a history of the professional relationships created through referrals.
See who you refer to, who refers to you, and how your professional relationships develop over time.


From one referral to a strong network that brings more opportunities to you.
See how well your Referral Channel is performing.
Keep referrals organized from the first handoff to completion.
Build stronger relationships with the providers you work with repeatedly.
Let your professional reputation and referral relationships help generate new opportunities.