For referral and medical records teams

Secure referral document delivery with a visible handoff.

Sending referral documents to an outside provider is not always the same as knowing those records were accessed. Health Record Relay helps healthcare teams deliver supporting medical records through controlled links and track recipient acknowledgment and activity without depending only on fax confirmations.

Where the delays happen

Referral packets should not disappear into a confirmation page.

When documents cross organizations, staff may have to call, refax, and check status because the receiving workflow is hard to see.

01

Missing supporting records

Referrals can require notes, prior results, and other documents. A single tracked delivery helps staff see the status of the handoff.

02

Repeat confirmation calls

Teams spend time trying to find out whether another office saw the records. Recipient activity offers more detail than an outbound transmission result.

A trackable handoff

Send referral documents and keep a clear record of delivery.

Health Record Relay is a secure document handoff workflow, not a referral-management system or EHR replacement.

Secure referral packet deliverySend supporting documents through a controlled record delivery workflow.
Delivery statusSee the handoff state and relevant recipient activity in one transfer record.
Recipient acknowledgmentDocument a receiving-side acknowledgment step before access.
Access expirationLimit the time during which a delivery can be accessed.
Patient authorizationSupport consent-aware steps when the workflow requires authorization.
Audit trailReview key delivery, access, and acknowledgment events.
Simple evaluation

Start with one referral workflow.

A focused pilot can show whether better handoff visibility reduces administrative work in your organization. Results depend on your staff and receiving partners.

01

Select

Choose a recurring referral or pre-visit document flow.

02

Prepare

Collect the documents and required recipient details.

03

Deliver

Send through controlled access with an acknowledgment step.

04

Review

Compare refaxes, calls, exceptions, and follow-up time.

Common questions

Referral delivery FAQs.

Is this a referral ordering or scheduling system?

No. Health Record Relay focuses on securely handing off supporting medical records between organizations. Referral ordering and appointment scheduling remain in the systems your team already uses.

Can we track whether a recipient acknowledged a referral packet?

The platform records recipient acknowledgment and key access events for deliveries. It does not guarantee an appointment is scheduled or that records are incorporated into an external EHR.

Does our team have to stop using fax immediately?

No. You can evaluate one fax-heavy referral flow first. Learn about the healthcare fax alternative.

What about other medical record transfers?

Health Record Relay also supports other clinic-to-organization record handoffs. See medical record transfer for clinics.

Referral workflow pilot

Find out where confirmation calls can be reduced.

Start with one receiving partner, measure your current administrative work, and review how the handoff changes.

✓ Referral follow-up
✓ Receipt tracking
✓ Refaxes
✓ Staff time