How it Works
Walk through how Clinnect works.
Check out our list of Clinnect features and how they apply to the different pricing types.
Take a look at our pricing.
Fill out a form to receive your sign up link or to get started onboarding with Clinnect.
How it Works
Every user needs an account
Who is a user?
A user is a doctor, an MOA, or anyone else who needs access to your sent and received referrals.
Every specialist needs a practice
What is a practice?
Each practice represents a single specialist – the specialist that the practice sends / receives referrals for. Every member of a practice can see all referrals sent / received by the practice. Practice members would include you (the specialist), your MOA(s), and anyone else who needs access to your referrals.
Specialists create their own referral categories
What are referral categories?
When you receive a referral, it will have a category (and possible subcategory). By categorizing referrals we ensure you have a balanced practice. For a category or subcategory, referrals are level loaded across the specialists in your group who receive referrals in this category / subcategory.
How are the referral categories determined?
If you are the first region of your specialty to join Clinnect, you send us your proposed set of referral categories for your specialty group. These categories are reviewed and verified by our medical liaisons. With you, we take a collaborative and iterative approach to determining the final categories. Check out these specialty categories for an example of the categories used by onboarded specialties.
If another group of specialists with your specialty have joined Clinnect in a different region, look through their categories. If there are additional categories you need, we will work with you to add these categories to Clinnect.
How do you send referrals?
Clinnect has a simple form you fill out to send a referral. Enter basic patient information, specialist information, select an urgency, and attach any additional files.
Confirm the information and hit send!
Choose a specific specialist or let Clinnect choose for you
What does this mean?
If you or your patient doesn’t have a preference of specialist, you can let Clinnect choose for you. This allows us to balance the number of referrals sent to specialists for that category / subcategory resulting in overall balanced practices for specialists. It also means one specialist will no longer receive all the referrals for a given category when the other specialists are equally capable of seeing a patient for that category.
How does Clinnect choose a specialist?
Clinnect selects a specialist from those who receive referrals in the chosen specialty, category, subcategory, and region. The current referral is sent to the specialist who has received the least number of referrals in that category / subcategory. By doing this with each referral, we are able to balance referrals across all the specialists who receive referrals in that category / subcategory for each region.
View your full sent referral history
What happens once you send a referral?
All your sent referrals are viewable on Clinnect. This allows you to track referrals – know exactly when they were sent, who they were sent by, and who they were sent to.
How do you receive referrals?
As soon as you create your practice, you can start receiving referrals. When someone creates a referral with your region, specialty, and a category / subcategory that you receive referrals in, they can direct a referral to you. Clinnect will also start sending you referrals when referring providers select “Choose for me” on the referral.
How do you see your received referrals?
All your received referrals are viewable on Clinnect. Select an individual referral to view all the referral fields and to download attached files.
|Basic||Unlimited sending of referrals|
|Unlimited receiving of referrals|
|Unlimited users in a practice|
|Unlimited practices for a user account|
|End-to-end encryption of all patient data|
|Referrals||Historical referral tracking|
|Receive instant confirmation of referral receipt for sent referrals|
|Accept or reject received referrals|
|Receive referral status updates on sent referrals|
|Access to all onboarded specialists for sending referrals|
|Select a specific specialist to send a referral to or let Clinnect's algorithm choose|
|Search all sent / received referrals|
|Update referral urgency and category on received referrals|
|Mark referrals as completed|
|Practice||Set initial categories you receive referrals in|
|Receive level loaded referrals (pooled referrals) / central intake|
|Update categories you receive referrals in|
|Change your referral volume: pause / start referrals|
|Change your referral volume: lower or raise your FTE|
|Create new referral categories|
|Currently in design / development||View full individual referral histories - when and by who category/urgency was updated, the referral was sent/accepted/rejected, additional attachments were added|
|Add additional attachments to a sent referral|
|Message the referring provider on a patient referral, regarding that referral|
|Export data as CSV|
|Dashboard with quick view / metrics|
To start receiving referrals you need a Clinnect account and practice.
Once you create a practice, one of our team members will verify your practice.
This ensures only legitimate specialists can receive referrals.
Is your specialist group onboarded with Clinnect?
The first step to receiving referrals through Clinnect is to onboard your specialty to the Clinnect application. Onboarding a specialty means that the specialist group has determined their referral categories and these categories have been added to the Clinnect application by our staff.
Determine your specialty categories
Check out these specialty categories for an example of the categories used by onboarded specialties.
Fill out the form below
Fill out the form and attach your specialty categories. These categories will be reviewed and verified by our medical liaisons. With you, we take a collaborative and iterative approach to determining the final categories. Once categories are finalized, our staff will input them into the Clinnect application and send you a sign up link. Using this link you can make an account and a practice to start receiving referrals.
Everything is in place within the application for you to start receiving referrals. Now you just need to create an account and a practice. We strongly recommend watching the video below, walking you through the registration process.
You must be verified to receive referrals
Once you have created an account and practice, you can immediately start sending referrals. However, your practice must be verified before you can start receiving referrals. When you create a specialist practice, our team will receive a notification. We will verify your practice within 1 business day. You can check your verification status at any time on your Clinnect account: “Settings > Practices”.
How to create accounts and practices on Clinnect