The 3 steps of The Patient Self-Referral Process

The 3 steps of The Patient Self-Referral Process

patient self referral automationphysician self-carespecialist referralautomated medical administrationpatient communication

There are few methods for medical organizations to allow patients to assess themselves whilst maintaining records for further advice, when necessary, from a medical professional. There is also the difficulty in locating these records. Locating and accessing these records requires copious amounts of manual labor and can take excessive amounts of time. A digital solution mitigates most, if not all, issues in self-referral.  

A digital solution that creates referral forms can ensure individuals’ information is being recorded to quickly and efficiently implement a self-referral process that allows patients to self-assess before they take the next steps in their health care journeys. 

Simply Cast presents the idea of the Patient Self-Referral solution, a communication system that improves engagement with potential clients by leveraging personalized automation through a variety of channels. 

The Digital Patient Self-Referral Process 

SimplyCast recognized the need for an effortless process which enables patients to submit self-referrals and streamline how referrals are managed. 

This solution can be described as a three-step process, that includes the initial setup by an administrator and the following steps taken by clients. 

Administrator- Step 1 

Firstly, an administrator in charge of managing the self-referral process, sets up the system and puts the self-referral form onlineThe forms create an associated contact for each patient, and can also log additional communication methods and consent information as appropriate. 

Administrator- Step 2 

After a potential client fills out the form with their information, they await the results. The information they submitted can be used to sort them automatically to the appropriate location or expert. 

Clients – Step 3  

Clients then receive their reminders or updates, and can also respond to any associated information requests. In response to a referral being submitted, an appropriate staff member at the appropriate location can be notified with the new referral’s assessment. 


Why SimplyCast? 

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. 

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