Referrals & investigations

Refer a patient to a doctor, a lab or a clinic and get the reply back.

Search Appointly or enter an outside contact. They get a private expiring link (no patient details in the e-mail), accept or decline, and reply with a note or a report. The patient receives their own copy and may choose another provider. Referrals never carry a fee or commission.

What it does
  • On Appointly or by private link
  • Reports come back to the patient record
  • Patient copy by e-mail
  • No fees or commissions
Available in

Demo video coming soon

How it works

  • Refer

    From the client page: pick the recipient and the reason.

  • They answer

    Accept, decline or reply with a report.

  • You see it

    The reply appears on the referral and you are e-mailed.

Help & guides
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