The Referral Is Received, But Nobody Can See The Next Step
For a Harrisburg-area practice, intake may pass between a referral inbox, scheduling staff, and a clinical system. A status report built by copying patient information into a spreadsheet is neither a reliable queue nor a safe default.
A First Move
Map the non-clinical status handoff first. Identify who may view or update each stage and which records must stay in the practice’s approved systems before discussing any integration.