The Preferral platform

Connect the question.
The care team.
What happens next.

Care is a journey. The experience should feel like one.

We’re bringing patient conversations, referral coordination, and scheduling into a more connected path. So useful context travels, responsibility stays clear, and the next step has somewhere to go.

Explore what fits your organization
01

A patient’s need

Listen & understand

02

A clinical decision

Review & guide

03

An owned handoff

Route & accept

04

Care moving forward

Book & follow through

01

Patient conversations

A conversation with somewhere to go.

Help a patient express what they need before deciding what should happen next. Bring useful context to the people responsible for the decision.

  • A place for questions between visits
  • Context for the receiving care team
  • Clinical responsibility kept explicit
02

Discovery & referral coordination

A handoff that carries the context.

Connect the reason for care to an appropriate receiving team. Make the request, its relevant information, and the path to acceptance clear.

  • Specialist and practice discovery
  • Referral readiness and prerequisites
  • An identified receiving team
03

Scheduling & follow-through

A next step that becomes a real appointment.

Bring the path to booking into the care journey, with the receiving practice’s rules and the patient’s next action clearly understood.

  • Availability and booking pathways
  • Visible progress after acceptance
  • Unfinished work with an owner

One illustrative journey

See how the
pieces connect.

Follow a patient’s question through the decisions and handoffs that make a next step possible.

A real concern. A useful place to start.

A question between visits should have somewhere to go. Help a patient explain what they need, with context for the people who can help.

Patient → care team
Your care, in motion
My knee still hurts when I walk. I’m not sure what to do next.
Let’s make sure your care team has the context to help.
A conversation with a next step

Platform vision · Illustrative experience

The foundation matters

One experience.
Clear responsibilities.

A shared platform should clarify the boundaries between people and practices.

Read our security overview

Identity that can follow the patient

One person’s experience can span multiple practice relationships, with access defined for each relationship.

Sharing with a defined purpose

Relevant context belongs in an intentional handoff. A connected practice does not need access to every private conversation.

Assistance with an accountable team

AI can help organize information and support a next step. Clinical decisions and responsibility stay with the appropriate care team.

Begin with the actual work

A thoughtful rollout
starts small.

Bring one workflow. We’ll map the people, systems, and decisions it needs.

What is available for our organization today?

We are developing the next chapter of Preferral with healthcare organizations. The platform illustrations show the experience we are working toward. A scoping conversation establishes current availability, deployment scope, and the roadmap for your needs.

How does Preferral fit with existing systems?

Start by identifying your source records, identity provider, scheduling systems, and team responsibilities. We assess integration requirements for the proposed workflow rather than assume every system connects out of the box.

Who should join an initial conversation?

A clinical or operations owner who knows the workflow is a useful starting point. Bring care coordinators, access staff, and security or IT reviewers into the discussion as the scope becomes concrete.

What would a first project look like?

A defined population or referral pathway, named participating teams, an agreed definition of completion, and a small set of operational measures. Scope and commercial terms are discussed directly with our team.

A better next step

Start with one better journey.

Let’s find the place where a clearer next step can make a meaningful difference.

Start a conversation