Access follows your role.
Referrers access their own submissions in an explicitly granted workspace. Owners administer membership; clinical review remains a human action.
Read the access boundaries →A better handoff begins before it leaves your desk.
One source-linked packet, one accountable review path, and a visible record of what happens next. Explore the complete sample workflow without submitting anything to a payer or real clinic.
Build a source-ready packet.
- Signed referralSample source text with the matching SYN- reference.
- Identity attestationReconcile the source and referral references before review.
- Supporting recordAdministrative source material only—no real patient details.
DESIGNED FOR A CONSIDERED HANDOFFEvery source has a place.
Every decision has a record.
The packet pins its requirement version at intake. Later requirement changes affect future packets, while a versioned source replacement retains earlier text and reopens review and authorization.
Saved tasks need approval. Document arrivals revise the missing-record request and require fresh review; complete arrivals close it without outreach.
Open the team workspaceDeadlines stay visible.
Administrative deadlines are shown in Mountain Time. The queue records responsibility, bounded retries, exceptions, and recovery.
Open deadline view →
A useful completed output.
Download a readiness summary with the pinned requirements, reviewer decision, simulated authorization, and handoff.
Follow saved progress →