Supports referral intake, completeness checks, missing-document follow-up, routing, status tracking and closure.
All clinical triage and urgency decisions. Any referral that falls outside defined parameters, including an ambiguous specialty match, a suspected urgent case or a document the worker cannot verify, is escalated to a named human owner rather than routed automatically. Final sign-off on where a patient is sent and on closing a referral remains with your team.
Whether the worker matches how referrals actually move through your organisation, including specialty routing rules and inbound channel mix.
Accuracy of completeness checks and routing, time to close, and behaviour on incomplete, duplicated or ambiguous referral documentation.
How PHI is accessed, transmitted, retained and logged, and whether that satisfies your own control framework.
Where the worker stops, what it escalates, and whether every exception reaches a named human owner.
Connections to your EHR, referral inbox, fax intake and document stores, and the permissions each one requires.
Whether every action, decision and escalation leaves a reviewable record your auditors can follow.
Deployment requires integration with your existing systems of record and agreement on escalation paths before go-live. Perentis defines these conditions as part of the assessment, while implementation is completed by your team or an approved delivery partner.
Tell us how referrals run in your organisation today. We’ll walk through the assessment, what it found, and the conditions a deployment would need to meet.