Referral Engine
Never lose another medical referral to confusion or misdirection.
With Welld, you receive medical referrals automatically — direct from EHRs, fax, or partner portals. Then you log every contact, set goals, and route each participant to the program that fits.
01·INTAKE
Referrals where they live.
Welld accepts referrals from EHRs (HL7/FHIR), inbound fax, partner portals, and manual entry. Every referral lands in the same workflow — so nothing slips between systems.
- EHR / HL7 / FHIR integration
- Inbound fax + manual entry
- Partner portal hand-offs
- De-duplication on intake
02·QUALIFY
A workflow your coaches actually follow.
Each referral runs through a configurable outreach workflow: contact attempts, qualification, goal setting, and matching to the right program. Your team always knows what's next.
- Configurable outreach steps
- Auto-prompts for follow-up
- Notes on every contact
- Goal capture during intake
Note · 02
Outreach Queue
03·CLOSE THE LOOP
Send progress back to the physician.
Generate physician feedback letters from real program data. The clinical partner sees what happened — which is the foundation of getting the next referral.
- Auto-generated feedback letters
- Customizable templates
- Outcomes data attached
- Closes the referral loop
Note · 03
Physician Letter
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