Referrals & triage

New referrals read, ranked, and ready for approval.

PractaLuma helps teams respond to referrals without losing clinical judgement. It reads inbound context, ranks urgency against your criteria, and prepares the next steps for review.

Practice Operations

Referrals & Triage

Turn incoming referrals into triage decisions, drafted replies, intake forms, and appointment holds.

01PDF and email referral review
02Urgency criteria
03Drafted responses and holds
What it does

Inbound referrals organised for safe, timely review.

Referral emails, attachments, summaries, risk flags, and practitioner suitability can be brought into one triage workflow.

Referral inbox triage
GP letters, emails, and plan context
Practice-defined urgency criteria
Senior clinician routing
Drafted patient replies
Intake and appointment hold workflows
Day to day

From referral received to intake next steps.

Referral status can move from pending review to clinician decision, client creation, intake, and booking with responsibilities clear.

01Receive

A referral lands in the practice.

PractaLuma reads the attached context and extracts the details that matter for triage.

02Rank

Urgency is assessed against your criteria.

The system can surface safety-relevant cases and route them to the right person.

03Reply

Next steps are drafted for approval.

A reply, intake request, and appointment hold can be prepared while the practice stays in control.

Control & privacy

Clinician-led by design.

Triage recommendations are decision support only; clinical routing and responses require practice approval.

See it for yourself

Bring a referral workflow.

We will show how referrals become triage, intake, and bookings without duplicate admin.