Never lose track of a referral again
Coordinate referrals between departments and physicians with a role-separated workflow, a built-in patient and physician portal, and an audit trail that proves every referral was actioned and closed.
The problem
Referrals move by phone calls, faxes, and paper forms outside your Odoo system. Coordinators lose track of pending cases, referring physicians lose visibility after handoff, receiving specialists get incomplete clinical context, and there is no record to prove a referral was ever made, actioned, or closed.
The solution
Patient Referral Management puts the entire referral lifecycle inside Odoo: submit through the portal or backend, route automatically to the right department, track status on a triage board, and require a recorded outcome before a referral can close — with every action logged to an immutable audit trail.
Everything a referral workflow needs
Every capability below is implemented in the module.
Full Referral Lifecycle
A clear status bar carries every referral from draft through submitted, accepted, scheduled, seen, and closed, with reject and cancel available at any stage.
Immutable Audit Trail
Every action on every referral is written to a read-only audit log that cannot be edited or deleted, giving administrators a HIPAA/GDPR-friendly, provable compliance trail.
Department Routing & Templates
Departments carry a default specialist and specialist team, and referral type templates auto-route a new referral and pre-fill its required fields on submission.
Triage Board
A dedicated kanban triage board highlights overdue and unassigned referrals so nothing waits in a queue unnoticed.
Loop-Closure Outcome Wizard
A Record Outcome wizard requires proof the patient was seen and captures the clinical result before a referral is allowed to close.
Automated Reminders & Auto-Close
Scheduled actions send reminders as a referral approaches its deadline and automatically close stale referrals after a configurable number of days.
Native Appointment Fields
Scheduling fields live directly on the referral, connecting an accepted referral to an actual appointment without requiring a separate calendar module.
Patient & Physician Portal
Patients and referring physicians submit new referrals and follow their status and outcome from a self-service portal, with no staff intervention required.
Referral Summary Report & Settings
A printable Referral Summary report and a dedicated Settings tab let administrators tune auto-close days, reminder days, auto-routing, and auto patient-record creation.
How it works
Submit
Staff, patients, or referring physicians create a referral from the backend or the portal; picking a referral type pre-fills the required fields.
Route & Accept
The referral is routed to the department's default specialist and appears on the triage board until the receiving physician accepts it.
Schedule & See
An appointment is set directly on the referral, the patient is seen, and the outcome is recorded through the Record Outcome wizard.
Close & Audit
The referral closes with its outcome on record, and every step along the way is already logged to the audit trail for compliance review.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Patient Referral Management is fully standalone: it ships its own patient, physician, and appointment fields and does not require any HMS module to install or operate.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Patient Referral Management
Full referral lifecycle with department routing, a triage board, loop-closure outcomes, automated reminders and a patient and physician portal — every step on an immutable audit trail.
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