Referral queue
Incoming referrals are grouped by location, urgency, payer status, and next action.
A staff dashboard for referrals, follow-ups, no-shows, billing tasks, workload, and manager visibility. It shows the kind of internal tool clinics ask for when calls, spreadsheets, and inboxes stop scaling.
Clinic dashboard
Monday work queue
Referrals
18
6 need payer info
No-shows
7
4 need outreach
Billing tasks
23
9 over 48 hours
Referral from Lakeview Clinic
Assign coordinator and request missing insurance card
Patient missed appointment
Send recall task to front desk
Claim follow-up
Review denial reason before resubmission
What this proves
Clinic owners, operations managers, front-desk teams, care coordinators, and multi-location groups that need work visibility.
Incoming referrals are grouped by location, urgency, payer status, and next action.
Each team member sees the calls, forms, missing information, and follow-ups assigned to them.
Managers can see missed visits, follow-up status, and patients needing outreach.
Insurance, payment, and claim-related tasks are tracked without mixing them into clinical notes.
Workflow
Work enters
Calls, forms, referrals, files, or billing tasks land in the shared queue.
Priority is set
The dashboard groups tasks by urgency, owner, location, and missing information.
Staff acts
Coordinators complete tasks, update status, and add notes for review.
Managers track flow
Leadership can see where work is stuck, which team is overloaded, and what needs attention.
Proof points
Live
workflow model
Built as a working software pattern rather than a static screenshot.
4
work queues
Referrals, follow-ups, no-shows, and billing tasks can be managed separately.
Clear
ownership
Each task has status, owner, due date, and review path.
Safeguards
Role-based dashboard views
Staff review before patient updates
Separate clinical and billing work
Audit log-ready task actions
Escalation states for urgent issues
We can scope the same product shape around a real clinic, device team, or healthcare startup workflow.
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