By Workflow

Referral Management Forms

Digitize referral requests and streamline patient transitions

Referral management is a pain point for both referring and receiving practices. Paper-based referrals get lost, faxed information is incomplete, and patients fall through the cracks between providers. Formisoft digitizes the entire referral workflow, ensuring that referral requests include all necessary clinical information, patients are notified and onboarded seamlessly, and both practices maintain visibility into the referral status.

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For practices that receive referrals, Formisoft provides a digital referral request form that can be shared with referring providers. The form captures everything needed to triage and schedule the referred patient: 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, relevant medical history, and the specific clinical question being asked. Patients receive notification of their referral along with instructions and, optionally, an intake link for the receiving practice. This closed-loop approach ensures referrals are completed, reducing the referral leakage that costs practices patients and revenue. Tracking referral status from submission to completion gives both practices accountability and the patient a seamless care transition.

How it works

Step 1 of 4

Referral request submitted

Referring provider completes a digital referral form with all required clinical information and authorization details

Step 2 of 4

Receiving practice notified

The receiving practice gets an instant notification with the complete referral packet ready for review

Step 3 of 4

Patient contacted and onboarded

The patient receives notification of the referral along with intake forms for the receiving practice

Step 4 of 4

Referral loop closed

Both practices track referral status from submission through completion, ensuring no patient is lost

Key features

Everything you need for referral management forms, built into the platform.

Digital Referral Request Forms

Comprehensive referral forms capture demographics, clinical details, authorization info, and attached records in one submission.

Automated Patient Notification

Patients are notified of their referral with provider details, instructions, and optional intake form links.

Referral Status Tracking

Track every referral from submission through scheduling, completion, and follow-up notes from the receiving provider.

Document Attachment Support

Referring providers can attach imaging reports, lab results, and clinical notes directly to the digital referral form.

Insurance Authorization Capture

Referral forms include fields for prior authorization numbers, approved visit counts, and authorization expiration dates.

Referring Provider Portal

Give referring providers a simple way to submit referrals and check status, strengthening your referral relationships.

Expected results

60%

Less referral leakage

75%

Faster referral processing

Zero

Lost referral documents

Ideal for

Specialty practices

Surgical centers

Multi-location health systems

Imaging and diagnostic centers

Physical therapy clinics

Recommended templates

Start with a pre-built template and customize it for your practice.

Referral Request New Patient Intake Medical Records Release Insurance Verification Medical History

Frequently asked questions

Can referring providers submit referrals online?

Yes. Formisoft provides a digital referral request form that you can share with referring providers. They complete the form in their browser — no account or software needed — and submit the referral with all required clinical information, attachments, and authorization details. You receive an instant notification when a new referral arrives.

How does the system prevent referral leakage?

Referral leakage occurs when referred patients never schedule or show up. Formisoft tracks every referral through the full lifecycle — submission, patient contact, scheduling, visit completion, and follow-up. Automated reminders nudge patients to schedule, and dashboard reports highlight referrals that are aging without progress.

Can patients receive their referral details automatically?

Yes. When a referral is processed, the patient can automatically receive a notification with the receiving provider's information, instructions, and a link to complete intake forms for the new practice. This proactive communication reduces confusion and improves the likelihood of referral completion.

Does the system track authorization details?

Formisoft's referral forms capture prior authorization numbers, approved visit counts, authorization dates, and expiration dates. This information is stored with the referral record and visible to both the clinical and billing teams, ensuring authorized visits are properly documented for claims.

Workflow

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