For specialist-office front desks and referral coordinators
Keep missing PCP referrals and follow-up work in one place.
A patient wants an appointment, but the PCP referral is missing. Give the request an owner, a next action and a follow-up date.
Request a missing referral from the PCP and track staff follow-up in the separate approved-office workspace.
Explore assisted office setup →Try an example — no account or payment →Assisted setup · Office approval required · Live sending subject to availability
Interactive example · fictitious data
Try the referral-request workflow
No account, payment, patient information or fax transmission.
A patient calls with a missing PCP referral
Example patient: Alex Example. Staff collect the reported details and use saved specialist/practice information to prepare a request.
The patient call does not establish a clinical referral or payer authorization.
Ready to use this for your office?
Sign in to create or join your office, save practice details and check agreement and service availability. An authorized office owner completes the agreement. The example stays separate; enter real patient details only after activation.
Start office setup →Online activation is not open yet. Start setup to see what your office can complete today; real sending starts once activation opens.
No monthly plan is required. Real sends use shared office credits, with the exact cost shown before confirmation.
How it works
- Choose your office and save the practice details and verified return fax.
- Complete the applicable office agreement and approval. Live sending depends on service availability.
- Prepare the PCP request, review its exact PDF and cost, then track follow-up work and manually attach replies.
What your team should expect
PDF previews do not spend credits or send a fax. Review the exact charge before confirming a send or paid submission.
This workspace requires office approval and is not an instant-access sending offer. Staff send follow-ups explicitly, manually attach replies and review evidence before confirming readiness.
Uses your shared office credits: fax delivery pricing + form service fee. Review the exact total before confirming. No monthly tool subscription.
Personal-use options are for patients and authorized representatives acting for their care. Staff submitting on behalf of a practice must use the provider workflow and meet its office requirements. Send Referral has a direct signed-in path without separate office activation.
Before using protected health information, review the applicable agreement requirements and document retention policy.
Questions from provider teams
How is Request PCP Referral different from Send Referral?
Request PCP Referral asks a PCP to provide a missing referral. Send Referral transmits an existing clinician-approved referral to a specialist. Choose the workflow that matches the document you need.
Are PCP replies matched and follow-up faxes sent automatically?
No. Staff manually attach and review replies, own the next action and explicitly confirm each follow-up fax and its cost.