First-client programme · Currently qualifying practices

Referral support,
from plan to practice.

We’re preparing focused setup and ongoing support for private medical practices. Start with one administrative referral handoff, using the tools your team already has.

Discuss your workflow

15 minutes. Please don’t share patient information.

One problem at a time

Where a change may help.

We investigate your actual process before proposing a fix. Not every practice needs another tool or outside support.

  • Requests waiting without a clear owner.
  • Repeated clarification when information is missing.
  • Work that stalls when someone is away.

Incoming and outgoing referrals need different completion rules. We agree on the workflow, responsibilities and escalation policy before configuring anything.

How we work

A focused change.
A clear handoff.

  1. Choose one real problem

    Walk through a recent example without patient details. Establish who handles the work, what already works and whether a change is worth making.

  2. Configure the agreed change

    Check existing software and vendor support first. Define ownership, missing-information handling, handoffs and the next action in a supported workflow.

  3. Test and hand over

    Run complete, incomplete, duplicate and absent-owner scenarios with fictional inputs. Staff demonstrate the process and explicitly accept the agreed work.

  4. Review continuing value

    Compare practice-prepared aggregate measures over suitable observation periods. Continue support only when there is useful work to do.

What an agreed engagement includes

Something your staff can use.

Scope, price, dates, access and acceptance are agreed in writing before work starts. We do not promise universal EHR integration or a financial result.

  • The supported configuration change.
  • A staff guide and test record.
  • Rollback instructions and a review of the result.

Free Workflow Kit

Start with a clear plan.

Define responsibilities, prepare a staff guide and review aggregate measures. The kit does not process referrals, connect to an EHR or replace the practice’s patient-record system.

Build a workflow plan

Administrative support, with defined limits.

Initial work uses process descriptions, fictional tests and non-identifying aggregate information. Clinical decisions, patient outreach, daily referral processing and live-record access are not included.

If your existing vendor already solves the issue, we will say so. Ongoing support should have a useful purpose each month.