Smarter, Faster, Fully Automated Referrals Across Healthcare

2Refer is a powerful, end-to-end referral management platform built on Microsoft Power Platform, designed to transform how patients access healthcare services. By automating the full referral journey — from intake to creation within clinical systems — 2Refer removes manual processing, reduces delays, and ensures referrals are never lost.

The Challenge

Why 2Refer – Referral Management?

Across the NHS, referral management is often complex, fragmented, and heavily manual. This creates:

Referrals arriving through multiple channels (emails, forms, eRS, and more)

Manual data entry into clinical systems

Delays in processing and triage

Lost or duplicated referrals

Limited tracking and visibility across services

Increased patient anxiety and follow-up chasing

Significant administrative burden on clinical and operational teams

Over 1.2 million referrals are created every month

NHS waiting lists exceed 7 million patients

17% of patients report lost referrals

26% of patients have chased referrals themselves

Our Solution

The Shift With 2Refer

2Refer replaces disconnected processes with a single, automated, centralised referral portal that manages the entire referral journey.

Centralised Referral Intake

Referrals are automatically ingested from mailboxes, eRS, online forms and other digital or legacy sources

All referrals arrive in one secure, centralised portal for processing and triage.

Supports Multiple Referral Types

The platform supports primary care referrals, community referrals and self-referrals

Ensuring a consistent experience regardless of how the referral is initiated.

Automated Processing into Clinical Systems

Once received, referrals are automatically processed, validated, and structured.
They are transferred directly into EPR systems such as RiO, eliminating manual handling and delays.

Single View Across Multiple Services

Service users can be managed across multiple pathways and services, improving coordination and care continuity.

Secure Document Management

All referral documents are securely stored and accessible via an integrated document repository.

Key Features

What's Included?

2Refer simplifies referral management by eliminating lost and duplicated referrals while significantly reducing administrative workload. By accelerating referral processing and triage, the service improves patient experience and confidence, while providing full visibility across services. Enhanced data quality, comprehensive reporting, and strong governance controls help reduce RTT delays and support consistent clinical compliance.

Centralised Referral Portal

A single system to manage all inbound referrals, removing reliance on inboxes, spreadsheets, and disconnected tools.

Multi-Source Referral Capture

Automatically ingests referrals from:

Emails
eRS
Online forms
Community submissions

Full Clinical System Integration

Seamless integration with EPR systems (including RiO) for direct referral creation.

Automated Referral Creation

No double handling. No rekeying. No lost referrals.

Real-Time Visibility & Tracking

Teams can see:

Referral status
Processing stage
Triage progress
Service allocation

All in real time.

Auditability & Governance

Every step of the referral journey is logged, ensuring:

Full traceability
Regulatory compliance
Improved clinical safety

Transform How Referrals Are Managed Across Your Organisation

2Refer delivers a modern, automated, and fully auditable approach to referral management — improving safety, efficiency, and patient outcomes across the healthcare system.

By replacing fragmented manual workflows with a single digital referral pathway, 2Refer ensures referrals get to the right place, at the right time, without unnecessary delays.