referralPath™ supports structured referral coordination, workflow governance and stakeholder connectivity across participating service environments.

The capability is designed to provide greater visibility, accountability and operational transparency throughout the service journey by supporting referral pathways, workflow oversight, status tracking and governance-aligned coordination.

Designed to complement existing organisational infrastructure, processes and technologies, referralPath™ supports scalable implementation approaches aligned to individual organisational requirements.

Whether operating within financial services, health services or other professional service settings, referralPath™ supports more connected and accountable service interaction between authorised participants.

An overview of the referralPath™ engagement infrastructure and workflow governance capability is illustrated below.

referralPath workflow diagram showing roles of Referral Organisations, referralPath platform, and Service Providers

Referral Organisations*

  • Access referralPath™
  • Submit structured referral information
  • Receive referral confirmation
  • Request service information
  • Provide service and stakeholder information
  • Access service correspondence records
  • Record stakeholder feedback
  • Generate service reports
  • Record follow-up actions and task completion

referralPath™

Supports: quality management; governance-aligned workflow; referral coordination; secure information exchange; communication flow; service reporting; monitoring; oversight; accountability; and reporting controls

Service Providers

  • Access referralPath™
  • Receive structured referral information
  • Confirm referral contact
  • Request service and stakeholder information
  • Provide service information
  • Access service correspondence records
  • Receive service activity reports
  • Receive stakeholder feedback reports
  • Record follow-up actions and task completion

*Includes financial service organisations, health and community organisations, professional service firms, government organisations, insurers, employers and not-for-profit entities