Dashboard
Your dashboard is the first page you see after signing in. It’s designed as a daily jumping-off point, not a settings screen — every card links somewhere useful.
Referral address
At the top of the dashboard you’ll see your practice’s referral email address, with a Copy button. Anything sent to this address — PDFs, forwarded faxes, plain-text emails — is ingested automatically and shows up in your Referral Inbox within a minute or two.
Share this address with partners who send you patients.
Pipeline snapshot
Six stat cards show the current volume in each stage of your referral pipeline:
- Needs Review — new submissions waiting for someone to triage
- Assigned — submissions assigned to a teammate
- Pending — awaiting information or action
- On Hold — temporarily paused
- Completed — seen or resolved
- Closed — archived
Click any card to jump into the filtered queue.
Operational metrics
A secondary band of metrics (turnaround times, volume trends) so you can sanity-check whether the pipeline is moving.
Signal insights
If your practice has Signal Insights enabled, you’ll see an AI-driven panel highlighting unusual patterns in recent referrals — urgent cases, specialty mismatches, documentation gaps, and similar. Click any signal to open the underlying referral.
Not every practice has this enabled. If you don’t see the card, it’s turned off for your org.
My Queue
A two-tab list of referrals that are yours or need attention:
- Needs Review — anything unassigned and new
- Assigned — everything assigned to you or your team
You can assign to a teammate right from the dropdown without opening the referral.
Tasks & Follow-ups
A condensed view of open tasks for you or your team. See Tasks for the full page.
Inbox preview
Recent submissions awaiting review. Click through to the full Referral Inbox.
Network at a glance
A summary of your connected practices — how many you send to, how many send to you, and recent activity. Jump to Your Network for the full map.
Quick actions
Two buttons sit near the top of the page:
- New Referral — open a form to send a referral to a partner practice
- Upload PDF — navigate to the inbox with an upload dialog ready
You can also drag a PDF anywhere on the dashboard to drop it straight into the inbox.