This is PT Smart Referral running with sample data, set up for a practice with five offices. Tap anything, nothing here is real. Three things to try:
1. Tap New and add a patient. The app reads the address and picks the closest of your five offices on its own.
2.Home shows all five offices on one screen, and who is still waiting for a call.
3. Tap Close the loop. The doctor who sent a patient gets a thank you note, with no patient details in it.
Built to medicine's standard. HIPAA compliant workflows, with our Business Associate Agreement in place.
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Messages · from your own phone
PT
PT SMART REFERRAL
now
THE WHOLE PROCESS
1. A referral arrives, photographed or typed.
2. The app picks the closest of the five offices.
3. The front desk is reminded until the call happens.
4. Called, booked, seen.
5. One tap thanks the referring doctor, from your own phone.
6. The doctor taps the secure link in that text.
7. The page shows how many patients started care. No patient details.
8. Your app records the moment it was opened. That is the tracking.
Watch it play inside the app: How it all works.
UNDER THE HOOD
Security. Built to medicine's standard. HIPAA compliant workflows, with our Business Associate Agreement in place. And once care starts, names, phones and photos wipe themselves.
Tracking. Most practices send referrals into silence. This app stamps every step. Arrived, called, booked, seen, each with a time. Your update to the doctor carries a secure link, and the second it is opened, your app records it.
What that tells you. Which doctors open within the hour and which go quiet. Which office calls fastest. How long a patient waits from fax to first visit. Silence becomes information you can act on.
Reminders. The app does not wait to be opened. If somebody is waiting, the front desk gets a nudge at 9, at 1 and at 4. Never a patient name on a lock screen.
The monthly report. Every month builds its own one page report, for you and for every referring doctor, with a prewritten thank you note. Sending it takes one tap.
PT SMART REFERRAL · AI CAPITAL Keep Moving Forward