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Healthcare Operations template

Conduit — Referral Management & Loop Closure

Outgoing referrals for referring providers, an incoming queue for specialists, and a loop-closure report the referrer must acknowledge — with a specialty directory, secure messaging, document attachments, and an immutable audit trail.

HIPAA
HITRUST
BAA
WCAG-AA

verticomply.com/templates/referral-management

Open preview

Overview

Conduit is the operating console for inter-provider referrals. The referring provider picks a patient from their roster, picks a specialist from the directory (filtered by specialty and accepting status), writes the reason and priority, and the referral enters a five-stage pipeline: sent → accepted → scheduled → completed → closed. The specialist's queue shows every incoming referral and exposes one-tap accept / decline (with reason) / schedule / complete. Completing a visit forces the specialist to draft a loop-closure report (impression + plan + medications-started + follow-up disposition), which sits in the referrer's inbox until they acknowledge it — only then does the referral reach the 'closed' stage. Both sides exchange threaded secure messages tied to the referral and attach documents (referral letter, prior labs, imaging) to the record. The referral-coordinator console aggregates live metrics: total, open, closed-this-month, loop-closure rate, average days to close, distribution by status / priority / specialty, plus a full audit feed. Designed for hospital networks and ACOs that lose money and quality scores to referral leakage.

14 pages
~55 min
advanced
web
mobile

9

Features

14

Pages

~55m

Build time

4

Compliance

Features · 9

Five-stage pipeline: sent → accepted → scheduled → completed → closed (+ declined / cancelled side branches)

Three-step create: pick patient → pick specialist (specialty + accepting filter) → reason + priority + summary

Specialist accept / decline (with reason) / schedule / complete actions on the same record

Loop-closure report as a first-class artifact: impression, plan, medications-started, follow-up disposition

Loop only closes once the referrer acknowledges the report (closed-by-construction)

Threaded secure messaging tied to the referral; both sides see the same thread

Document attachments versioned to the referral record (no out-of-band email)

Specialist directory: filter by specialty + accepting + open-referrals load

Admin console: overview metrics, all referrals, specialists, specialties, immutable audit

Admin / staff portal · 4 pages

Ships with a built-in staff console alongside the patient-facing app. Your team gets a real-time operations view, verification controls, reminders, one-click actions, and a full audit trail — accessible at the standard /admin route, gated behind admin role-based access.

RBAC-gated

Audit trail

Multi-user

HIPAA-aware

My referrals

/referrer

Outgoing referrals tabs: open, awaiting your ack, closed, declined

New referral

/referrer/new

Three-step create: pick patient → pick specialist → reason + priority

My queue

/specialist

Incoming queue with accept / decline / schedule / complete actions

Admin console

/admin

Overview metrics, all referrals, specialists, specialties, audit

Compliance · 4

HIPAA

HITRUST

BAA

WCAG 2.2 AA

Always included

Secure authentication & sessions

Role-based access control

Immutable audit trail

Seeded, realistic demo data

Responsive, WCAG 2.2 AA-minded UI

Editable branding, colours & copy

Healthcare Operations

Outgoing referrals for referring providers, an incoming queue for specialists, and a loop-closure report the referrer must acknowledge — with a specialty directory, secure messaging, document attachments, and an immutable audit trail.

Free
New

14

Pages

55m

Build time

Full preview

Compliance

HIPAA
HITRUST
BAA
WCAG 2.2 AA

Integrations

FHIR R4 (ServiceRequest + DiagnosticReport + Communication)
HL7 v2 REF / RDS
Direct secure email
Twilio SMS
SendGrid