Bring incoming referrals, source documents and practitioner review into one workspace. Luma helps organise the information. Your team decides on suitability, urgency and the next step.
These product views show the queue and its controls. Identifiable referral records are not included.
Bring received requests into one queue, with a clear view of their current stage and practitioner response. See which referrals still need review, which are waiting on a practitioner and which are ready to link to a client.
Search by client or referrer, then narrow the queue by stage, referral type, direction and recorded priority or risk level. Use the filters to find the relevant requests; the displayed information does not replace your team's clinical assessment.
Open the referral's documents and activity, checking any extracted summary against the source. Review practitioner suggestions with their reasons and warnings, then request review or confirm allocation according to your practice's settings. Record a reason when returning or closing the referral.
No. Summaries and practitioner suggestions help organise the review. Your qualified team remains responsible for clinical urgency, suitability and acceptance. An extracted summary or displayed priority is not a safety assessment or an all-clear.
No. The matching workflow provides practitioner context and caseload information, not a confirmed diary slot. Check the calendar separately before offering or booking an appointment.
Yes. The workflow supports requesting practitioner review. A practice can also configure allocation without that approval step. The person making the selection confirms the action; matching does not silently allocate the referral or send a client message.
Explore Referrals & Triage in the context of your whole practice.
