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ERP ATLASAPPNEURALOperationsP2Reference
Referral & Follow-up Records
Full nameClinic Referral and Follow-up Records Micro ERP
Profile history, visits, attached evidence and approved plans need a consistent record.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Profile history, visits, attached evidence and approved plans need a consistent record.
Connected workflows
- Referral registration
- approved case details
- shared referral files
- recorded follow-up actions
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Client and case records
- Family ID
- records
- Configuration scope
- Industry operations
- Standalone scope
- Own clients, authorized providers, record types, case ids. Run referral registration, approved case details, shared referral files, recorded follow-up actions. Maintain record history and role permissions.
- Core records
- Clients, authorized providers, record types, case IDs
- ERP connections
- Appointments, services, documents, billing
- Primary workflow
- Referral registration → approved case details → shared referral files → recorded follow-up actions
- Readiness
- Source-defined reference configuration; runtime unverified.
AI brief
What it is, when to use it, how to start
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Connected catalog
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3 linked records
Application
Referral & Follow-up Records: Practitioner Records
Full nameClinic Practitioner Records App
Maintain structured case history and approved plans.
ApplicationReferral & Follow-up Records: Records Assistant
Full nameClinic Records Assistant App
Register profiles, attach supporting files and request missing details.
ApplicationReferral & Follow-up Records: Client Records
Full nameClinic Client Records App
View shared records, approved plans and required follow-up actions.