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A referral can arrive before the clinic has everything it needs to arrange the next step. The administrative task is to record what arrived, identify the responsible person and make missing information visible. Clinical suitability and urgency remain decisions for the clinical team.
This guide is a workflow-evaluation checklist. It does not define clinical triage criteria, required tests, treatment or appointment urgency for endocrinology patients.
Record receipt before promising a booking
Agree which channels the practice accepts and who checks them. Record receipt in the approved system, then confirm the patient identifiers and referring contact through the clinic’s normal process. Keep the incoming document available to the person responsible for its review.
A useful administrative status should explain what happens next. “Received”, “awaiting information”, “awaiting clinician decision” and “ready for staff booking” describe different states. They are illustrative workflow labels, not clinical categories or a promise of a specific Brigid automation.
Give each missing item an owner
Use a short review table to assess the handover:
| Checkpoint | What to establish |
|---|---|
| Identity | Which patient and referring contact does the document concern? |
| Missing information | What has the responsible clinician or approved clinic process requested? |
| Owner | Who will obtain or check the missing item? |
| Decision | Has the clinical team recorded the instruction needed for booking? |
| Handover | Can the receiving staff member see the next action and its owner? |
Test how the proposed software records an unanswered request or a corrected document. Do not assume that an automated extraction has been checked or that a missing field means the information is clinically unnecessary.
Keep booking tied to the authorised instruction
Staff arrange the booking after the required clinic decision. Check the correct practitioner, location and appointment details with the patient through the approved workflow. Where a consultant works across locations, confirm which clinic controls the record and the correspondence.
A shared calendar does not by itself establish cross-clinic record access. Ask a supplier to demonstrate the relevant permissions and any boundaries between clinics.
Check HealthLink separately
The HSE’s HealthLink information describes electronic healthcare messaging and supported integrations. Confirm the actual route offered by each supplier and the message types it supports.
Brigid does not natively ingest HealthLink referrals or offer a HealthLink connection. It does not interpret referrals clinically or decide their urgency. Use the clinic’s approved referral channel and clinician-led review. Check the current integrations page rather than inferring connectivity from a shared inbox.
Separate insurer administration from clinical acceptance
Record the payer and any information the clinic needs through its approved process. Staff verify cover or pre-authorisation requirements using the insurer’s normal channels. Brigid does not automatically check eligibility, prepare claims from clinical records or submit insurer claims.
Do not treat an insurance identifier or a recorded authorisation number as proof of reimbursement. Confirm the applicable requirements with the insurer; this guide supplies no insurer rule or guarantee.
Bring an exception to the demonstration
Use invented records to show a referral with missing information, an amended document and a booking handed between staff. Ask the supplier to identify every manual review and unsupported step. Keep the demonstrated scope with the clinic’s acceptance notes.
Explore the sample practice, then bring your requirements to a workflow walkthrough. The secretary page explains the staff-controlled workspace, while switching guidance covers migration scope and rehearsal.
Editorial correction, 3 October 2026: this version removes unsupported HealthLink, clinical automation, insurer and outcome claims. It describes administrative review questions rather than an automated clinical service.
Ask Brigid is looking for a small number of founding consultant practices. Request early access and we will reply with current availability and the next step.
Frequently asked questions
Does Brigid provide native HealthLink referral intake?
No. Retain the clinic’s existing approved correspondence route and check current integration status before planning a change.
Who decides referral urgency and suitability?
The responsible clinical team. Administrative software and staff workflow labels do not replace that decision.
Can Brigid automatically verify VHI or Laya cover?
No. Staff use the insurer’s normal approved channels for eligibility and pre-authorisation requirements.
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