AccessPro 2030 — Referral & Integration Hub

Referral Intake Hub

Home health referral intake, verification, and admission workflow

Total Referrals

New / Unreviewed

In Review

Accepted

Converted to Patient

Referral Queue

Every referral enters as New. Only staff can move a referral to Accepted, and only an Accepted referral can be converted into an active patient.

Patient	Referral Source	Status	Services	Missing	Authorization	Clinical Review	Coordinator	Reviewer	SOC	Next Action
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Create New Referral

Urgency

Routine
Standard intake

Urgent
Within 24 hours

STAT
Immediate

Referring Source

Source Type

Referring Contact Name *

Contact Phone

Contact Email

Referring Physician Name

NPI Number

Physician Email

Facility / Hospital

Patient Information

Patient First Name *

Patient Last Name *

Date of Birth

Patient Phone

Patient Address

Emergency Contact Name

Emergency Contact Phone

Clinical Information

Diagnosis Codes (comma separated)

Services Requested (comma separated)

Requested Start of Care

Referral Reason *

Insurance

Insurance Type

Payer / Plan Name

Additional Notes

Clinical Review

Referrals in clinical review, or with a clinical review still in progress.

Patient	Referral Source	Status	Services	Missing	Authorization	Clinical Review	Coordinator	Reviewer	SOC	Next Action
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Insurance & Authorization

Referrals with authorization pending or needing verification.

Patient	Referral Source	Status	Services	Missing	Authorization	Clinical Review	Coordinator	Reviewer	SOC	Next Action
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Assignment

Active referrals with no intake coordinator or no clinical reviewer assigned yet.

Patient	Referral Source	Status	Services	Missing	Authorization	Clinical Review	Coordinator	Reviewer	SOC	Next Action
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Start of Care

Accepted referrals, sorted by scheduled Start of Care. Overdue and due-soon dates are flagged.

Patient	Referral Source	Status	Services	Missing	Authorization	Clinical Review	Coordinator	Reviewer	SOC	Next Action
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Fax / Document Intake Queue

Uploading a document never creates a referral or a patient. Automated extraction (when available) is a starting point only — staff must review and promote each item.

Upload a Faxed / Scanned Referral

Source

Document File

Queue

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External Referral Form

Your Public Referral Link

Share this link with hospitals, physician offices, SNFs, discharge planners, and payers so they can submit referrals directly into your pipeline — no login required. Every submission lands as New for your staff to review; it never creates a patient record automatically.

Referral Link Slug

/refer.html?a=

Lowercase letters, numbers, and hyphens only.

Accept referrals through this public link

When turned off, the link shows a "not currently accepting referrals" message instead of the form. Existing referrals already in your pipeline are unaffected.

Instructions Shown to Referring Sources (optional)

Two-Way Physician Portal

How It Works

1. Referral Sent

Agency receives referral from physician

2. Tracking Link Sent

Physician receives secure email with live tracking URL

3. Real-Time Updates

Physician sees live timeline: admitted → visits → discharged

4. Discharge Update

Physician sees the discharge event as soon as staff record it

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AccessPro API Marketplace

Connect AccessPro to your existing tools. Our open API integrates with leading healthcare, payroll, and analytics platforms — making AccessPro the hub of your entire operation.

RESTful API Signed Webhooks HIPAA Compliant API Key Auth FHIR: Planned

API Keys

No API keys generated yet

Quick API Reference

# Get patients
GET https://api.accessprohealthcare.com/api/my/patients
Authorization: Bearer YOUR_API_KEY

# Get visits
GET https://api.accessprohealthcare.com/api/my/visits

# Get referrals
GET https://api.accessprohealthcare.com/api/my/referrals

# Track referral (public)
GET https://api.accessprohealthcare.com/api/referral-track/{token}

Webhooks

No webhooks configured

Available Events

visit.completed
Fired when a visit is marked complete

patient.admitted
Fired when a referral is admitted

claim.submitted
Fired when a claim is submitted

supply.low_stock
Fired when supply hits reorder point

patient.discharged
Fired when patient is discharged

referral.received
Fired when new referral arrives