Clear Expectations for Referral Completion

Define specific tasks and document requirements to close out referrals seamlessly. Customize completion criteria and deadlines to ensure clear expectations between sender and recipient.

Seamless collaboration with external experts

Enhance collaboration, define clear expectations and integrate stakeholder feedback for optimal client care

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Connect with External Experts

Refer and collaborate with external experts like polygraph examiners or psychiatrists effortlessly. Keep your practice connected and your clients well-supported.

Enhanced Collaboration with Secure Chart Access

Grant temporary access to case charts while ensuring strict view-only permissions for shared items. Configure access settings effortlessly to streamline collaboration and enhance data security.

Interactive Collaboration Features

Integrate stakeholder feedback seamlessly into referral processes. Enhance communication and guidance for effective collaboration in diverse referral scenarios.