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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

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  4. Patient Referral
Healthcare

PatientReferral
Tracking

Automate the capture, triage, and routing of inbound referrals so every patient reaches the right service within NHS constitutional standards.

NHS Referral Standardse-RS Integration
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Healthcare Solutions

Referrals Lost Between Services

NHS trusts and private providers receive referrals via e-RS, email, fax, and internal forms. Without a single tracking system, referrals stall in shared inboxes, breach two-week-wait targets, and create patient safety risks that surface only when a complaint is raised.

Missed Two-Week-Wait Deadlines

Cancer and urgent referrals routinely breach the 14-day target because there is no automated escalation when a referral sits unactioned for more than 24 hours.

Duplicate and Incomplete Referrals

Clinicians re-refer when they receive no acknowledgement, creating duplicate records that waste clinic capacity and distort waiting-list data.

No Visibility for Referring GPs

Primary care has no way to confirm a referral was received and accepted, resulting in phone calls that consume admin time across both organisations.

Audit Trail Gaps

Paper-based or email tracking cannot produce the timestamped audit trail CQC inspectors expect under Regulation 17 (Good Governance).

How SwiftCase handles it

Purpose-built capabilities — not generic templates you have to work around.

Multi-Channel Referral Capture

Ingest referrals from e-RS, email, portal submissions, and scanned letters into a single normalised queue with automatic data extraction.

Clinical Triage Routing

Rules-based engine routes each referral to the correct specialty, consultant, or MDT based on clinical coding, urgency flags, and capacity.

Breach Countdown Alerts

Real-time countdown timers against RTT, two-week-wait, and internal SLA clocks with escalation triggers at configurable thresholds.

Automated Acknowledgements

Instant confirmation sent to the referring clinician with a unique tracking reference, reducing follow-up calls by up to 80%.

Completeness Validation

Mandatory-field checks reject incomplete referrals at the point of entry and return them to the referrer with clear instructions on what is missing.

Expected outcomes

95%
Two-Week-Wait Compliance
Automated escalation ensures urgent referrals are triaged within hours, not days, pushing compliance above the 93% national target.
60%
Fewer Admin Calls
Self-service status checks and automated acknowledgements dramatically reduce inbound telephone queries from referring practices.
100%
Audit-Ready Trail
Every referral action is timestamped and attributed, providing a complete Regulation 17 audit trail without manual logging.

How it works

01

Referral Received

The system captures the referral from e-RS, email, or portal and extracts patient demographics, clinical narrative, and urgency markers.

02

Validation & Deduplication

Mandatory-field rules check completeness while fuzzy matching detects duplicates against existing open referrals for the same patient and specialty.

03

Clinical Triage

The referral is routed to the appropriate clinician or MDT coordinator who reviews, accepts, or returns to sender with feedback.

04

Appointment Booking

Accepted referrals automatically trigger a booking task in the scheduling workflow, linking the referral record to the appointment slot.

05

Outcome & Closure

Once the patient is seen, the referral is closed with an outcome code that feeds performance dashboards and commissioner returns.

Related Healthcare workflows

Clinical Triage Automation

Extend referral routing with rules-based clinical triage that prioritises patients by acuity.

Learn more

Appointment Scheduling Automation

Seamlessly book accepted referrals into available clinic slots without manual diary management.

Learn more

Waiting List Management

Track referred patients through the RTT pathway and manage breach risk at scale.

Learn more

Free tools

Try these tools to assess and improve your operations.

Workflow Mapper

Map your processes visually and export a professional PDF.

Try free

Meeting Cost Calculator

See the true cost of your meetings and find savings.

Try free

BCP Builder

Generate a Business Continuity Plan tailored to your organisation.

Try free

Frequently asked questions

SwiftCase can ingest referrals forwarded from e-RS via email or HL7 feed. Direct API integration depends on your trust's integration engine and HSCN connectivity.

Yes. Each referral carries independent clock calculations for two-week-wait, 18-week RTT, and any local SLAs, with separate escalation rules for each.

Rejected referrals are returned to the referrer with a structured reason code and free-text guidance. The original record is retained for audit purposes and the clock is paused or stopped per NHS rules.

Stop Losing Referrals Between Services

See how SwiftCase gives every referral a trackable, auditable pathway from receipt to first appointment.

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Healthcare Solutions