Healthcare providers
Every referral, through a single point of access
Take referrals from GPs, partners and self-referral, manage multiple referrals and episodes of care for each patient, and triage against your pathway’s criteria, with appointments and reporting built in.
How a referral travels
From referral to first session, through a single point of access
One route in for every referral, with triage, onboarding, booking and reporting joined up on the same record.
Manual email referrals took about 45% of coach time
Birmingham adult weight management evaluation, H1 2026
GP practiceReferral letter
HospitalDischarge summary
PharmacyPharmacy note
Self-referralText or call- 1Refer inGPs, partners and people themselves refer online, through your single point of access.
- 2TriageEligibility criteria and health assessment forms route each person to the right pathway.
- 3WelcomePersonalised messages at each stage, and an invitation to the app.
- 4BookPeople book appointments, classes and sessions in the app, with reminders before each one.
- 5ReportTrack caseloads, attendance and delivery KPIs, and report on programme outcomes.
How a referral travels
From referral to first session, through a single point of access
- 1Refer in
- 2Triage
- 3Welcome
- 4Book
- 5Report
GPs, partners and people themselves refer online, through your single point of access.
Eligibility criteria and health assessment forms route each person to the right pathway.
Personalised messages at each stage, and an invitation to the app.
People book appointments, classes and sessions in the app, with reminders before each one.
Track caseloads, attendance and delivery KPIs, and report on programme outcomes.
GP practiceReferral letterHospitalDischarge summaryPharmacyPharmacy noteSelf-referralText or callReferrals by programme
Outcomes Sample trend
Manual email referrals took about 45% of coach time
Birmingham adult weight management evaluation, H1 2026
Every referral through a single point of access, to the right programme
Referral management, with triage, caseloads and reporting in one place
See the programmesEvery referral, to the right service
Referrals arrive from the forms app, GP letters and the team’s own forms, are checked against the service’s criteria and triaged from their answers, then handed over to the person’s own record when they enrol.
In from anywhere, one listForms, letters and the team’s own, with stage and priority.
Tasks and notesThe next step goes to someone, and every call is noted.
Letters read for youEach detail read from the letter. One click confirms it.
Checked against the criteriaEvery referral, against the service’s criteria, set once.
Every referral, countedWhere they come from, how many are accepted, how they move.
- How do referrals reach us?
- Are they right for the service?
- Who needs us first?
- Where are they now?
- How are referrals doing?
In from anywhereSelf-referrals from the forms app, GP letters and the team’s own referral forms, all in one list.
Only what needs a person waitsEligible self-referrals move on by themselves. A letter waits for one click to confirm what was read.
Letters read for youEach detail is read from the letter into the referral. One click confirms it.
Checked against the criteriaEvery referral is checked against the service’s criteria, set once and versioned.
Triage from their answersTheir answers, and anything flagged, set their stage and priority. Filter the list to see who’s next.
Tasks and notes, on every referralThe next step goes to someone with a due date, and every call is noted.
Out, as well as inRefer someone on to another service, with what you already know about them.
Handed over when they enrolOnce they enrol, the referral links to their own record.
Every referral, countedHer enrolment is counted with everyone else’s: where referrals come from, how many are accepted, how they move.
From any door to the right service
Referral triage
Faster access to the right service
Manage inbound and outbound referrals securely, prioritise changing demand and direct each person to the most appropriate care.
What's included
Forms that send each person the right way
Build referral forms and questionnaires that branch on each answer, to the next question or to the right service, and check the whole flow before you publish.
Survey branchingForms that route people by their answers.
Survey flowEvery question, and when each one is shown.
- What can we build?
- Why do people stop?
- How do we ask only what matters?
- What does each person see?
- Where do they end up?
Every kind of formQuestionnaires, app onboarding, referral forms and assessments, each with its responses, completion rate and time to complete.
Ten questions, ten kindsDetails, contact and services, then single and multiple choice, a number, a rating, a dropdown and consent, each marked required or not.
Asked the wrong thing, he stoppedTom came for help with stress. The form asked everyone their weight, and he never sent it.
Shown only when it appliesA question can wait for an earlier answer: weight only for people who came about their weight, how they’re feeling only for those who came about stress.
Sent on by each answerAn answer can lead to the next question, or straight to the right service.
Checked before anyone sees itThe flow shows when every question appears, and checks for logic or routing problems. Then publish.
Two people, two pathsThe same form, one question at a time. Ryan answers five questions and Tom four: only their own.
Each to the right serviceRyan goes to weight management, Tom to talking support, with his low rating flagged and the evening he asked to be called.
More people finishSince the rules went live, 86% of people finish the form, up from 72%, and in less time.
The right questions, then the right place
Appointments
Fewer no-shows, with booking and reminders
People book appointments, classes and sessions through the app or the web. Your team sets the slots, assigns staff and sees who attended.
What's included
Yes. Offer an online referral pathway as your single point of access, alongside referrals from GPs and partners.
Yes. Upload patients in bulk, or connect Healum to your existing electronic health record.
Administrators create teams, assign tasks, authorise access and audit usage.
Yes. Healum supports FHIR standards and works with EMIS, SystmOne, Vision, Epic, Cerner and Meditech, including direct integration with EMIS.
See your referral pathway in Healum
We’ll map a pathway like yours, from first referral to report.