The Advantages of the Patient Self-Referral

The Advantages of the Patient Self-Referral

self-referral automationphysician screeningspecialist referral screeningautomated medical administrationpatient engagement
Patient Self-Referral

Medical companies want to make it easier to assess patients before they book an appointment. These companies are looking to implement a self-referral process that allows patients to self-assess before they take the next steps.  In using a digital solution it offers an opportunity to make it easier and more efficient to for both patients and care providers to make these assessments.  Whereas if self-referrals were done manually, it would take more time and would be prone to have more mistakes.  

Simply Cast introduces a digital solution, the patient self-referral solution. This use case uses digital forms, powerful automation, and efficient communication applications to simplify the creation and management of patient self-referral processes using digital forms in tandem with pre-defined emails and other communications. If these assessments were done manually, it would take more time and potentially. 

Benefits of the Patient Self-Referral Solution 

SimplyCast anticipated need for the patient self-referral solution, which includes  a communication system that improves engagement with potential clients by leveraging personalized automation through a variety of channels. This solution involves digital forms for self-referral that can be added to a website and adaptable automated sorting of those who submit forms. The Self- Referral solution further ensures minimized time spent in referrals and how they are managed. These benefits are explained further down below. 

Simplified Submission of Self-Referrals 

A digital form is created and  integrated with an organization’s existing website and their preferred self-assessment process. These forms can then allow potential patients to submit them, filling out any necessary assessment or referral criteria. This method makes it easier for patients to fill out the forms, as well as a faster way to submit the forms. 

Easier Management of Referrals 

Once the form is filled out, these forms create an associated contact for each patient, and can also log additional communication methods and consent information as appropriate. This enables potential patients to receive a faster response and simplifies the job of the administrator. Due to the information given in the form, the administrator is able to send clients then receive their reminders or updates, and can also respond to any associated information requests. 

Minimized Time Spent in Referrals  

After a patient submits the self-referral form, the information they submitted can be used to sort them automatically to the appropriate location or expert.  This reduces the amount of time spent in referrals an appropriate staff member at the appropriate location is be notified with the new referral’s assessment. 



The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution. 

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them. 

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind. 


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. 

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your Patient Self-Referral more efficiently. 

Blog Share Section

Previous and Next Blogs

Related Blogs


Let us answer them!
CTA Image for Questions