Referral management and follow-ups

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Referral notification received

   System detects incoming referral from external provider via fax, email, or electronic health record integration. Referral details are automatically parsed and stored.

   ChiroTouchEclipse Practice Management
2. 2

   Action

   Create patient record automatically

   New patient profile is generated with referral source information and preliminary treatment notes. Initial appointment slots are identified based on urgency level.

   ChiroTouchGenesis Chiropractic Software
3. 3

   Action

   Schedule initial consultation

   System automatically contacts patient via preferred communication method to schedule first appointment. Confirmation and intake forms are sent digitally.

   Eclipse Practice ManagementClinicTracker
4. 4

   Decision

   Check appointment completion status

   After scheduled appointment date, system determines if patient attended initial consultation. Workflow branches based on attendance status.

   ChiroTouchClinicTracker
5. 5

   Action

   Generate treatment progress report

   For attended appointments, system compiles initial assessment findings and treatment plan using SOAP notes. Report is formatted for referring provider review.

   SOAP VaultChiroPad
6. 6

   Action

   Send automated follow-up communication

   Progress report is automatically sent to referring provider with treatment outcomes and next steps. Thank you message acknowledges the referral relationship.

   Eclipse Practice ManagementGenesis Chiropractic Software
7. 7

   Output

   Update referral tracking dashboard

   Referral outcome data is logged in comprehensive tracking system showing conversion rates, treatment success, and provider relationship metrics for practice management review.

   ClinicTrackerChiroTouch

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