Specialty Care
Referrals between primary care and specialists like Cardiology or Oncology — managed, tracked, and coordinated without adding new systems.
Referred by Dr. Rivera — Suspected atrial fibrillation, ECG abnormal
Patient has had two episodes of palpitations in the past week. ECG showed irregular rhythm. Would appreciate urgent eval.
Accepted. Scheduling for Thursday. Will need Holter monitor arranged beforehand.
PCP Visit — ECG abnormal
Dr. Rivera
Referral sent to Cardiology
Auto-routed
Referral accepted by Dr. Chen
Cardiology
Holter monitor ordered
Dr. Chen
Appointment confirmed — Thu 2:00 PM
Patient confirmed via SMS
Subject: Your Cardiology Appointment — Thursday at 2:00 PM
Hi David,
This is a reminder about your cardiology appointment with Dr. Chen on Thursday, April 10 at 2:00 PM.
Please bring your Holter monitor results and a list of current medications.
Reply YES to confirm or call (555) 234-5678 to reschedule.
Before
- Referrals sent via fax or portal, then lost in inboxes
- No visibility into whether the patient scheduled or showed up
- Specialists and PCPs working in separate systems
- Referral leakage of 30–50% is common
After
- Referrals flow through a single tracked channel in Teams or Chat
- Automated triage and prioritization based on clinical urgency
- Both providers see the same patient timeline
- Follow-up scheduling happens automatically, leakage drops to near zero
"The referral problem is not a technology problem. It's a workflow problem — and it's solvable with the tools you already have."
Key Takeaway
Outcomes Acceptance Testing
PatientTeam tests every workflow outcome. Our colleagues work with your teams to define acceptance criteria and verify that each scenario delivers the results patients and staff depend on.