Referring doctor
Sees only their own referrals.
- Pages
- Home, My referrals, Requests from the clinic, Consult reports, Referral guidelines
- Can start
- New referral, Upload information
My referrals
Patient referral management portal for specialists
A referral management portal is where referring doctors send referrals and follow their status, the specialist clinic accepts or declines each one with a reason, and the consult report goes back to the doctor who sent it.
Pattern: RequestsDescribe it to Pory
“Our orthopedic clinic wants referring doctors to send referrals with a letter attached, our intake team to accept or decline them, and our specialists to send the consult report back.”
Viewing as
In plain English
How Pory sets it up
Pory gives every referring doctor, intake coordinator and specialist a sign-in of their own. Each referring doctor sees only their own referrals. It covers refer → accept → seen → report back. Referrals, information requests, reports and team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Referring doctors send a referral without touching a fax machine
Referrals still arrive by fax, by mail, or as a phone call to a receptionist with a pen. The referring doctor signs in, enters the patient, the reason and how urgent it is, and attaches their letter. The clinic gets a legible, complete referral in one queue, and nobody asks the fax machine to try again.
Forms to submit a recordDone by: Referring doctor
The clinic accepts or declines each referral, with the reason attached
A declined referral used to mean a letter weeks later, or silence, while the patient waited by the phone. The intake coordinator opens the referral, reads the letter and anything the referrer sent since, and accepts it or declines it with a note, like a better-suited clinic. The referring doctor sees the answer and the reason, so the patient isn't left wondering.
Approve / reject with a reasonDone by: Intake coordinator
Referrers watch each patient move from sent to report sent
Referring offices call the clinic to ask whether a patient was ever seen, and the receptionist goes digging through a paper tray. Each referring doctor sees their own referrals as a progress bar: Sent, Accepted, Seen, Report sent. When a patient asks whether the specialist got their referral, the answer is on screen during the consult.
Status tracker for the submitterDone by: Referring doctor
Specialists send the consult letter straight back to the referrer
The loop closes with a consult letter mailed back, if it closes at all, and the referring doctor hears the outcome from the patient first. The specialist uploads the consult letter or imaging report against the referral, and the referring doctor opens it from their own list. No chasing, and no "we never received it."
File attachmentsDone by: Specialist
Who sees what in a referral management portal
Every person signs in to their own view. This is what each role in the demo gets.
Intake coordinator
Sees every referral in the portal.
- Pages
- Home, Referrals, Information requests, Clinic calendar, Consult reports, Referral guidelines
- Can start
- Ask a referrer for information
- Decides
- Marks referrals Accepted or Declined, with a reason
Specialist
Sees every referral in the portal.
- Pages
- Home, Reports, Clinic calendar, Clinic list, Referral guidelines
- Can start
- Send a report
What’s in the referral management portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Referrals
- Patient (text)
- Reason (text)
- Urgency (choice: Routine, Soon, Urgent)
- Area (choice: Knee, Hip, Shoulder, Spine, Hand)
- Referral letter (file)
- Referring doctor (link)
- Referred (date)
- Appointment (date)
- Specialist (link)
- Status (choice: Sent, More info needed, Accepted, Seen, Report sent, Declined)
- Decision note (long text)
Information requests
- What we need (text)
- Referral (link)
- Needed by (date)
- File (file)
- Referring doctor (link)
- Status (choice: Requested, Uploaded, Checked)
Reports
- Report (text)
- Referral (link)
- Sent (date)
- Specialist (link)
- File (file)
- Referring doctor (link)
Team
- Name (text)
- Role (text)
- Direct line (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
2 partsForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
File attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decide
2 partsApprove / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A referring doctor signs in with a link sent to their email and lands on Home. They see Home, My referrals, Requests from the clinic, Consult reports and Referral guidelines, and only the referrals that are theirs. From there they can use “New referral” and “Upload information”.
Intake coordinator decide: they mark each one Accepted or Declined and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
More health portals
All health portalsPatient intake portalForms, insurance, historyTherapy & counseling portalSessions, notes, homeworkPhysical therapy portalExercise plans & progress logsDental treatment plans portalProposed → accepted → doneVeterinary clinic portalPet records & visit historyNutrition & health coaching portalMeal logs & check-insHome-care agency portalCaregiver visits & care plansPrior authorization requests portalSubmit → payer review → approve/deny
Build your referral management portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited referring doctors.