How Can I Organize Referral Requests Between Specialists?
You can organize referral requests between specialists by registering every referral as a card with the referring doctor, the receiving specialist, the reason, the priority and a target date, then tracking it until the patient is seen.
In Jestor, referrals move through a Kanban with SLA tracking, so nobody has to ask where a referral stopped.
Why do referrals get lost?
Referrals often travel as handwritten notes, emails or messages between doctors. Once the patient leaves the room, the clinic loses sight of the next step.
Patients wait, call to ask for news and sometimes give up before reaching the specialist.
What problems does a referral process solve?
- Referrals sent but never scheduled
- No priority order for urgent cases
- Specialists receiving incomplete information
- Patients chasing the clinic for updates
- No data on how long referrals take
How do I organize referrals in Jestor?
- Create a referrals table linked to patients, referring doctors and specialists.
- Add priority and reason fields, plus attachments for supporting documents.
- Define phases: Requested, Sent to specialist, Scheduled, Seen, Closed.
- Set SLA times by priority, so urgent referrals are flagged sooner.
- Update the patient through WhatsApp when the specialist appointment is booked.
| Priority | Target to schedule | Alert |
|---|---|---|
| Urgent | Short deadline set by the clinic | Flagged immediately when late |
| High | Within one week | Flag after SLA expires |
| Routine | Within the clinic's standard time | Weekly review |
How does a shared referral board help the whole team?
Reception, doctors and specialists look at the same board. Each card shows who must act now, which removes the need for status calls.
Comments and mentions on the card keep the conversation in context, instead of scattered across chat groups.
Why use Jestor for specialist referrals?
- Traceable referrals: every handoff is recorded with date and owner.
- Priority-aware SLA: urgent cases are highlighted automatically.
- Patient communication: native WhatsApp integration keeps patients informed.
- Internal chat: mentions on cards replace scattered message groups.
This is how a clinic can organize referral requests between specialists and keep every patient moving.
Frequently Asked Questions
Can external specialists access the referral board?
You can give them restricted access with granular permissions, or share information through forms.
How fast can I build this flow?
A basic referral flow takes minutes; free setup help is available at jestor.com.
Can I report average referral times?
Yes. SLA data per phase feeds dashboards with average times by specialist.
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