Referral Management Forms

For practices that receive referrals, Formisoft provides a digital referral request form that captures patient demographics, referring provider information, reason for referral, clinical notes, relevant imaging or lab results, and insurance authorization details. When a referral is submitted, the receiving practice is notified instantly and can begin scheduling and intake without chasing down missing information.

For practices that send referrals, the system generates comprehensive referral packets that include patient consent for information sharing and relevant medical history. Patients receive notification of their referral along with intake forms for the receiving practice. Tracking referral status from submission to completion gives both practices accountability. Automated reminders nudge patients to schedule, reducing the referral leakage that costs practices patients and revenue.