Care Access and Referral Tracking

Example data

Organize delays, referrals, coverage questions, costs, and follow-up tasks in one place.

Open items

Waiting for a response

Upcoming follow-ups

Recently resolved

Suggested quick adds

Choose an organizational starting point, then review every field before saving.

All items

Dermatology referral hasn't come through yet
Referral delayed
Waiting for response
Started
Dec 8, 1969
Follow-up
Jan 4, 1970
Next step
Call the referring office to check whether the referral was sent.
Questions to ask
Has the referral been sent? Which office received it?
Documents to locate
Referral confirmation, most recent visit notes.
Latest contact
Left a message with the front desk; was told to call back this week.
Prior authorization for a prescribed treatment
Prior authorization pending
In progress
Started
Dec 20, 1969
Follow-up
Jan 6, 1970
Next step
Ask the clinic which forms are still outstanding.
Questions to ask
What is still missing? How long does review usually take?
Documents to locate
Plan letter, pharmacy reference number.
Latest contact
Clinic said paperwork was submitted last week.
Prescription not ready at pickup
Pharmacy delay
Waiting for response
Started
Dec 26, 1969
Follow-up
Jan 2, 1970
Next step
Check whether the pharmacy can transfer the prescription.
Questions to ask
Is the item on backorder? Is another location holding stock?
Documents to locate
Prescription number.
Latest contact
Told to check back in a few days.
Getting to the clinic across town
Transportation difficulty
Need to start
Started
Dec 2, 1969
Follow-up
Jan 9, 1970
Next step
Ask the clinic whether earlier appointment slots exist.
Questions to ask
Are virtual visits an option for follow-ups?
Documents to locate
Appointment confirmation.
Next available appointment is months out
Long appointment wait
Resolved
Started
Nov 17, 1969
Follow-up
—
Next step
Nothing further — an earlier cancellation slot was offered.
Documents to locate
Appointment confirmation.
Latest contact
Added to the cancellation list and got an earlier date.
Looking into assistance options to ask about
High out-of-pocket cost
No longer pursuing
Started
Nov 24, 1969
Follow-up
—
Next step
Revisit at the next appointment if costs change.
Questions to ask
Are there financial-assistance resources to ask about?
Latest contact
Setting this aside for now.

Access Summary

Example data

Editable text you can bring into the Visit Builder or an appointment.

Care access summary (Example data)

Open items:
- Dermatology referral hasn't come through yet (Referral delayed) — status: Waiting for response. Next step: Call the referring office to check whether the referral was sent.. Follow up: 1970-01-04
- Prior authorization for a prescribed treatment (Prior authorization pending) — status: In progress. Next step: Ask the clinic which forms are still outstanding.. Follow up: 1970-01-06
- Prescription not ready at pickup (Pharmacy delay) — status: Waiting for response. Next step: Check whether the pharmacy can transfer the prescription.. Follow up: 1970-01-02
- Getting to the clinic across town (Transportation difficulty) — status: Need to start. Next step: Ask the clinic whether earlier appointment slots exist.. Follow up: 1970-01-09

Questions I want to ask:
- Has the referral been sent? Which office received it?
- What is still missing? How long does review usually take?
- Is the item on backorder? Is another location holding stock?
- Are virtual visits an option for follow-ups?
- Are there financial-assistance resources to ask about?

HSight helps organize care-access tasks. It does not provide insurance, financial, or legal advice.

If something feels urgent — such as fever, quickly spreading redness, severe or quickly worsening pain, fainting, or confusion — contact a clinician or emergency services. HSight cannot assess symptoms.