Quzek

Referrals

Referral management software that never loses track

Every referral in or out of your practice — who sent it, who it went to, how urgent it is, and where it stands — right on the patient record and in one practice-wide list.

Referrals fall through the cracks when they live in email threads and sticky notes. Quzek's Referral Management gives every practice a simple, practice-wide log of inbound referrals (patients referred to you) and outbound referrals (patients you refer elsewhere), each with a status you can track from pending to completed.

What referral management does

  • ↔️

    Inbound & outbound in one place

    Track referrals coming into your practice and referrals you send out to other providers, side by side.

  • 🚦

    Priority & status at a glance

    Flag urgent referrals and track status from pending through accepted, completed, or declined.

  • 🗂

    A practice-wide list, and per-patient

    See every referral across your whole practice from Settings, or just one patient's referrals from their profile.

  • 🔒

    Enable it for the professions that need it

    Referrals is a toggleable module — on by default everywhere, since referrals happen in virtually every healthcare context.

How to use referral management

  • 1

    Open a patient's profile

    Go to the Referrals tab on any patient's profile, or Settings → Referrals for the practice-wide view.

  • 2

    Log a referral

    Record the direction (inbound/outbound), the external party's name and organization, the reason, and priority.

  • 3

    Track its status

    Update the referral's status as it moves from pending to accepted, completed, or declined.

  • 4

    Review practice-wide

    Filter the Settings → Referrals list by direction, status, or priority to see what needs attention.

Because referrals live on the patient record alongside appointments, treatment notes and care plans, nothing about a patient's care history is scattered across separate systems.

Frequently asked questions

Can I track referrals I send to other providers, not just ones I receive?
Yes — every referral has a direction (inbound or outbound), so both are tracked the same way.
Is there a practice-wide view, not just per-patient?
Yes — Settings → Referrals lists every referral across every patient, filterable by direction, status and priority.
Can I mark a referral as urgent?
Yes — every referral has a priority (routine or urgent) shown as a badge in both the patient tab and the practice-wide list.
Can I turn this module off if my practice doesn't track referrals this way?
Yes — Referrals is one of the toggleable modules in Settings → Modules & Profession Pack.

Never lose track of a referral again

Start logging referrals in minutes. Free for 14 days, no card required.

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