We’ve rolled out powerful new features to Medsender’s AI referral automation solution, making it easier than ever to manage referrals, track activity, and close the loop on patient care. These enhancements are designed for fast-paced practices where visibility, security, and speed are critical.‍

Track and Audit Every Referral Action‍

More transparency, fewer gaps. You can now access detailed tracking and audit logs in the Medsender admin portal for:

• Outbound SMS - Search by SMS status, time sent, sender name or email address, and sender or recipient number
• Referral Replies - Filter by fax status, time sent, sender name or email address, and sender or recipient number‍

New audit log activity now includes:

• Who created a patient chart
• Who sent an SMS
• Referral status updates
• Due date additions or removals
• Referral reply activity

This provides your team a comprehensive audit trail of who did what, and when, enhancing compliance and accountability across departments and locations.

‍Smarter Load Balancing with Referral Assignment Search‍

Referral workload is now easier to manage.  You can search referrals by assignee to:

• See how many referrals are assigned to each team member
• Identify overdue or unassigned referrals
• Filter to view only your assigned referrals, cutting out background noise

Now it’s easier to assign ownership and balance workloads across your team.

‍New Referral Search Filters

Finding the referral you need has just gotten faster.  You can now filter by:

• Referral status - Track referral progress so nothing falls through the cracks
• SMS status - Quickly reconcile failed texts
• Referral reply status - Instantly identify and fix failed replies

No more scrolling or guessing - just fast answers when your team needs them.

‍Appointment Date and Time Now Visible in Referrals‍

You can now view the patient’s scheduled appointment directly within the referral record:

• Prepare all required forms, labs, or chart updates before the visit
• Close the loop once the appointment date has passed
• Appointment data also appears in referral replies, with the option to edit before sending

This keeps your staff proactive and better aligned with the patient journey.  

‍Role-Based Access for Referral Permissions‍

You can now assign referral access by role, protecting patient data while keeping workflows efficient:

• Only authorized users can view or act on sensitive referrals
• Ideal for multi-department practices managing access at scale
  

Department-Level Replies and SMS Messages

Tailor communication workflows based on your org structure: 

• Configure automated replies and SMS messages by department
• Improve tracking for accountability across teams and locations

‍One-Click Resend for Replies and SMS Messages‍

Speed up follow-ups with zero hassle:

• 1-click resend for referral replies
• 1-click resend for outbound SMS messages

No more manual workarounds or tracking down missed messages.

These updates are now live for all Medsender referral users. Need help setting up these features? Contact support at support@medsender.com