Referral management portal

A referral management portal is where referring doctors send referrals and follow their status, the specialist clinic accepts or declines each one with a reason, and the consult report goes back to the doctor who sent it.

Pattern: Requests

Describe it to Pory

“Our orthopedic clinic wants referring doctors to send referrals with a letter attached, our intake team to accept or decline them, and our specialists to send the consult report back.”

Viewing as

My referrals

My referrals

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In plain English

What is a referral management portal?

A referral management portal is where referring doctors send referrals and follow their status, the specialist clinic accepts or declines each one with a reason, and the consult report goes back to the doctor who sent it. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (referring doctor, intake coordinator and specialist) that shows only what that role should see, and flat pricing with unlimited referring doctors.

What it does

01

Referring doctors send a referral without touching a fax machine

Referrals still arrive by fax, by mail, or as a phone call to a receptionist with a pen. The referring doctor signs in, enters the patient, the reason and how urgent it is, and attaches their letter. The clinic gets a legible, complete referral in one queue, and nobody asks the fax machine to try again.

Forms to submit a recordDone by: Referring doctor
02

The clinic accepts or declines each referral, with the reason attached

A declined referral used to mean a letter weeks later, or silence, while the patient waited by the phone. The intake coordinator opens the referral, reads the letter, and accepts it or declines it with a note, like a better-suited clinic. The referring doctor sees the answer and the reason, so the patient isn't left wondering.

Approve / reject with a reasonDone by: Intake coordinator
03

Referrers watch each patient move from sent to report sent

Referring offices call the clinic to ask whether a patient was ever seen, and the receptionist goes digging through a paper tray. Each referring doctor sees their own referrals as a progress bar: Sent, Accepted, Seen, Report sent. When a patient asks whether the specialist got their referral, the answer is on screen during the consult.

Status tracker for the submitterDone by: Referring doctor
04

Specialists send the consult letter straight back to the referrer

The loop closes with a consult letter mailed back, if it closes at all, and the referring doctor hears the outcome from the patient first. The specialist uploads the consult letter or imaging report against the referral, and the referring doctor opens it from their own list. No chasing, and no "we never received it."

File attachmentsDone by: Specialist

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Detail view with related items

Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the records a viewer is allowed to see.

Control

Who sees which records

Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

Frequently asked questions

Your referral management portal, live today.

Describe it in a sentence and send the invite. Unlimited referring doctors, flat price.