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Referrals

Send a patient to a colleague, answer the referrals sent to you, and watch every loop close — your referral center, inside Connect.

🔒 Provider-only. Referrals move between verified DocSana providers. Your patient gets a private status link — a colleague’s profile and booking are revealed only after they accept.

Patient moving? Find their next provider Build a shortlist near their new home — they pick, and the introduction lands right here in your tracker, labeled Relocation.

1Who is this for?

Pick the colleague you’re referring to — or a service your patient needs, and we’ll route it to the practice that offers it.

Colleague

2Your patient

Just a first name and one way to reach them. They get a private DocSana link to follow the referral — nothing about your colleague is shared until your colleague accepts.

Patient first name

Last initial

Reach patient by

Patient email

3A private note

Only they see this — the patient never does. One line, no clinical details.

Note for your colleague — private

Not for urgent or crisis referrals. For emergencies call 911. For crisis support call or text 988.