Book every referral that comes in.

Callspace reads each referral fax as it arrives. It asks the referring office for anything missing, calls the patient and books the consult in your EMR. Your staff see where every referral stands and step in when a patient needs a person.

PHIPA compliance mode · BAA signed before the first call · SOC 2 Type II audit underway · Built in Canada

Referral · Maria Lopes Booked
Patient
Maria Lopes
Date of birth
1961-06-02
Health card
•••• ••• 482 ON
Referred by
Dr. Anil Patel
Reason
Atrial fibrillation, new onset
Requested
New consult
  1. Referral read from fax 9:02
  2. Recent ECG requested from Dr. Patel 9:04
  3. ECG received and attached 11:20
  4. Maria called, identity confirmed 11:45
  5. Consult booked in Accuro · Tue 14, 10:20 11:47
  6. Dr. Patel’s office sent the booking 11:47
The practice and patients shown here are fictional.

Callspace works in the EMR you already run

  • Every referral is read when it arrives

    Callspace reads each referral fax and enters the patient, the referring physician and the reason.

  • Callspace chases missing information

    If the ECG, the requisition or the health card number is missing, Callspace asks the referring office for it. When it comes back, Callspace attaches it to the referral.

  • Every referral has a status

    Each referral is marked received, waiting on information, contacting the patient, booked or closed with a reason. Your whole team sees the same list.

How the workflow runs.

  1. Receive

    Callspace reads faxes, e-referrals and forms as they arrive and matches each one to the patient.

  2. Complete

    The referring office gets a request for anything missing, and Callspace tracks it until it arrives.

  3. Contact

    Callspace calls the patient during your hours, up to five times. It confirms who it is speaking to before it mentions the visit.

  4. Book

    The consult or test goes into your EMR under your scheduling rules.

  5. Close the loop

    The referring office hears the outcome. A referral that cannot be booked goes to your team with the reason.

Referral · Maria Lopes Your team
  1. 9:02 Referral received by fax from Dr. Patel
  2. 9:02 Read as a cardiology referral for atrial fibrillation
  3. 9:03 Patient, health card and reason entered
  4. 9:04 Recent ECG requested from Dr. Patel’s office
  5. 11:20 ECG received and attached
  6. 11:45 Patient called, identity confirmed
  7. 11:47 New consult booked in Accuro · Tue 14 · 10:20
  8. 11:47 Dr. Patel’s office sent the booking
The practice and patients are fictional.
Outbound · Referral list Callspace placed
  1. Callspace

    Hi, is this Robert? It’s the assistant at Lakeside Cardiology. Can you confirm your date of birth?

  2. Patient

    April 9th, 1958.

  3. Callspace

    Thanks, Robert. Your referral is here, and Dr. Chen has Wednesday at 1:30 for your first visit. Shall I book it?

  4. Patient

    Yes, please.

  • Identity confirmed before the visit was mentioned
  • New consult booked · Wed 1:30 · Dr. Chen
The practice and patient are fictional.

Clinical judgment stays with your team.

  • Clinical questions go to clinicians

    Callspace sends symptoms, test results and medication questions to your clinical team.

  • Your staff decide urgency

    Your staff decide triage and anything that may change a visit. They see what Callspace collected before they decide.

  • A patient who asks for a person gets one

    Callspace transfers a call to your team when it is urgent, when Callspace is unsure, or when the patient asks for a person. Your team gets the transcript.

Patient privacy is built in.

Callspace acts as your clinic’s agent under PHIPA, and the BAA is signed before any patient data moves. A SOC 2 Type II audit is underway.

  • Compliance mode, one way only
  • Notifications carry no PHI
  • Every access recorded
  • Diagnostics log field names only
  • Retention you set, disposal you can prove
  • Recordings behind expiring links
  • Fails closed
  • BAA before your first call
How patient data is handled

See Callspace run your workflow.

Bring us the workflow that costs your team the most hours. In a 30-minute demo, we show you how Callspace runs it from start to finish.

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