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Referrals

A referral isn't an order. It's a workflow.

The decision takes ten seconds. SmugMe carries everything after it, from the visit that created the referral to the appointment that closes it.

Referral · allergyOpened 10:42 a.m.
  • Created from the visitReady
  • Sent with the story behind itSent
  • Family told what to expectSent
  • Appointment bookedScheduled

Product screens

  • Referrals this week

    Mon to Fri
    • AllergySent with visit notesSent
    • Speech therapyWaiting on the specialistWaiting
    • DermatologyAppointment bookedScheduled
    • CardiologySeen, letter receivedClosed

    Where every referral stands, including the ones waiting on someone outside the practice.

The referral

Where referrals usually go quiet

The decision takes ten seconds. Everything after it is where referrals quietly stall, which makes it the clearest example of what SmugMe is for.

  1. Step 1: Decided during the visit

    The provider makes the call in the room.

  2. Step 2: Arrives prepared

    With the clinical context and a message to the family.

  3. Step 3: Seen through to completion

    The practice knows when the appointment happened.

Inside a SmugMe referral

The point isn't that SmugMe also does referrals. It's what work looks like when what was decided during care is carried to completion.

  • Created from the visit

    Referrals start from the visit that produced them, not from a blank form somebody fills in later.

  • Context included

    The specialist receives the reason and the history, not just a name and a code.

  • Families in the loop

    The family knows what was referred, why, and what happens next.

  • One consistent process

    Referrals are handled the same way every time, not differently by whoever picks them up.

  • Referral visibility

    Where each referral stands is visible instead of assumed, including the ones waiting on someone outside the practice.

  • Closing the loop

    The practice can answer the question that usually goes unanswered: did that referral happen?

Questions

Does the specialist need SmugMe?

No. Specialists receive the referral the way they already accept them.

SmugMe does the work. You take the credit.

We are working with a small group of independent practices before public launch. Founding practices get founder-level onboarding, a say in what we build next, and locked-in pricing. Bring us the workflow that costs your staff the most time.