Solution for hospitals & clinics

Referrer management with easydoo.

Recognise relationships, nurture them deliberately and organise their care reliably: easydoo helps hospitals and clinics systematically develop their collaboration with GPs, specialists and practices.

The concept at a glance

The focus is on the referrer — not on the individual patient case.

The solution combines existing information from clinical systems and external registers with the knowledge of your staff. It makes changes visible and turns relevant insights into concrete relationship activities with a clear owner.

easydoo helps the hospital develop its collaboration with referring physicians and practices, handle their concerns, organise contacts reliably and keep referrers informed about relevant news, services and events from the hospital.

Why referrer management matters

GPs and specialists influence the choice of hospital.

They accompany patients over long periods. Reliable collaboration, personal contact and regular information about developments in the hospital, new services, medical updates and events are therefore essential. easydoo helps make this relationship work plannable and traceable.

Active referrer care needs a clear mandate from management, defined responsibilities, priorities and time set aside. easydoo supports the day-to-day implementation: setting goals, planning contacts, documenting conversations, following up on commitments and reviewing developments regularly.

Fitting into your system landscape

A complement — not a competitor.

easydoo does not take over the tasks of existing systems and does not handle individual patient cases. It adds only one thing to your system landscape: organising relationship care and the general communication that is relevant to referrers.

Stays as it is

  • Patient and clinical systems

    Treatment and administration of patients.

  • Referrer portals

    Electronic referrals and exchange of patient-related documents.

  • BI solutions

    Comprehensive analysis of referrals.

Added with easydoo

Organising relationship care

As a complementary work environment, easydoo organises contacts, concerns, complaints, general information, tasks and responsibilities around each referrer. Signals for relationship care are derived from existing referral data — without taking over the underlying patient processes.

Three data perspectives

One referrer dossier, three sources.

Only by bringing these perspectives together do you get an overall picture that is genuinely useful for referrer care.

  • Clinical system

    Referrals and how they develop

    The clinical system provides information on existing referrers, referral volumes and how they change over time. For Nexus and other clinical solutions, the connection is made via the easydoo clinical-system connector, provided the data is made available.

  • External registers

    Physicians, practices and potential

    Register data, for example from ZSR/SASIS, adds information on physicians and practices as well as potential referrers. This lets you build relationships before the first referral is made.

  • Your staff

    Personal relationship knowledge

    In easydoo, staff document conversations, visits, concerns, interests, agreements, documents, tasks and next steps.

The referrer dossier

The whole relationship in context.

A dossier is kept for each referrer — a physician or a practice. Master data, contact details, referral volumes and their development, as well as the history of personal care, are visible in context. Individual referred patients are not managed in easydoo.

General enquiries, objections and complaints remain on record together with how they were handled, as do the items delivered via the news feed. At the next contact, it is clear what has already been communicated or resolved. This knowledge is retained through holidays, deputisations and staff changes.

Detect changes automatically

Data turns into concrete next steps.

The easydoo clinical-system connector can, for example, check daily for each referrer which new referrals or relevant changes have occurred in the clinical system. easydoo evaluates this information against defined rules.

Depending on the use case, easydoo updates or creates a dossier, creates a task and notifies the person responsible. Check frequency, triggers, thresholds and follow-up actions are defined for each deployment — not every short-term fluctuation should automatically trigger a reaction.

Illustration

Referrals per month

Threshold

Decline detected

Created automatically

Review trend and plan a conversation

  • Referrer liaison
  • Due in 5 days
  1. 1 Check clinical system
  2. 2 Apply rules
  3. 3 Update dossier
  4. 4 Create task
  5. 5 Notify owner

Typical use cases

The right next step for every situation.

  • New referrer

    When a new referring physician is detected in the clinical system, a dossier is created according to defined rules. Responsibility is assigned and a first contact is planned. An automatic welcome can be triggered — for instance a personal welcome message, information about the hospital, key contacts, services and upcoming events.

    1. Detect
    2. Dossier
    3. Welcome
    4. First contact
  • New practice or potential referrer

    Via an interface to ZSR/SASIS, newly registered physicians and newly opened practices are detected. easydoo immediately creates a referrer dossier according to defined rules — even before any referral. The person responsible is given the task of assessing the potential and planning the first contact.

    1. Register
    2. Dossier
    3. Assess potential
    4. First contact
  • Declining referrals

    A notable trend becomes visible in the dossier. A review task and, where appropriate, a conversation help to understand possible causes and follow up on measures.

    1. Signal
    2. Review
    3. Conversation
    4. Measure
  • General enquiries and complaints

    Every kind of referrer concern is handled as a structured ticket and routed to the right people according to content, department and responsibility. Several people can work on it together; status, deadlines and responses remain transparent. Everything is recorded in the referrer dossier — at the next contact it is clear what was agreed and whether to follow up.

    1. Intake
    2. Routing
    3. Resolution
    4. Response
    5. Follow-up
  • Long-standing relationship

    Recurring contacts, current concerns and agreed next steps are recorded in the dossier — without forcing personal care into a rigid standard process.

    1. Contact
    2. Concerns
    3. Next steps

In everyday work

How your staff work with easydoo.

  1. Before a visit or call

    The person responsible sees what was last discussed, which commitments are open and how referrals are developing. That makes targeted preparation easy.

  2. During and after the conversation

    New concerns, insights and agreements are documented. They turn into concrete tasks — such as sending information, involving a department or following up after a set period.

  3. Tasks with full context

    Every task has an owner, a due date and a status, and appears in that person’s calendar or task overview. One click opens the related referrer dossier. The shared work overview shows upcoming visits, open commitments and notable developments.

Collaboration & confidentiality

Working together on the dossier — with clear ownership.

Referrer liaison, medical departments and deputies work on the same dossier. Responsibilities are visible and information is shared within the authorised team. For questions, staff use the chat directly in the dossier — the conversation stays on record with the referrer.

Confidential or sensitive notes can be protected specifically. The personal relationship stays with the staff who look after it, while the organisational history becomes traceable.

Personal news feed

Targeted information instead of information overload.

The news feed adds a scalable information channel to individual care: the hospital controls content and approvals centrally, while each referrer receives only the messages intended for them and can respond right away.

  1. 1 Create
  2. 2 Choose audience
  3. 3 Review & edit
  4. 4 Approve
  5. 5 Distribute automatically
  6. 6 Respond

Staff from different areas of the hospital enter news, medical insights, new services, organisational changes or event announcements directly in easydoo. When creating an item, they define which referrer groups should receive it — for example by specialty, catchment area or practice profile.

Every item goes through an editorial workflow: a review body checks the content, edits it if necessary and approves it. Only then does easydoo distribute it automatically to the right referrers.

In the feed, referrers can comment on posts and contact their liaison directly via chat. Comments, questions and chat histories are recorded automatically in the referrer dossier — so digital feedback also flows into relationship care.

The news feed can be embedded in an existing referrer portal. Where there is none, referrers access their personal feed via an easydoo share link using their e-mail address. Authentication, access rights and secure configuration are defined during rollout.

Individual care, shared structure

Not every referrer needs the same thing.

  • Potential referrer

    First contact, a practice visit and presenting the hospital’s services come first.

  • Long-standing contact

    A regular exchange may be enough.

  • Declining referrals

    Analysis, a conversation and following up on a measure are called for.

easydoo combines these individual paths with shared rules for responsibility, deadlines, status and documentation. The organisation gains reliability without squeezing personal relationships into rigid processes.

Benefits for the hospital

Actively nurture referrer relationships — instead of merely analysing past referrals.

  • Everything in one place

    Information and care activities that used to be scattered are available centrally.

  • See it sooner

    New opportunities and relevant changes become visible earlier — data turns into concrete next steps.

  • Plannable and team-ready

    Referrer care becomes plannable, team-ready and traceable.

  • A shared view

    Management and the liaison team see upcoming contacts, open commitments and where action is needed.

Rollout & operation

Introduced step by step, integrated into your hospital IT.

  • Hosted in Switzerland

    Your data is hosted in Switzerland.

  • Integrated and expandable

    easydoo integrates with your existing hospital IT and can be expanded step by step as requirements grow. Connecting to clinical systems via the easydoo connector is usually straightforward.

  • One platform for more

    Besides referrer management, the same platform can cover things like staff support, onboarding and offboarding, or other internal workflows.

Success factor

What really matters: organisational anchoring

Referrer care must be a concrete responsibility in the hospital — with a clear mandate, defined responsibilities and time explicitly set aside. Without people who actively nurture relationships and implement measures, even the best system cannot deliver its impact.

Not just a standard demo.

Your processes are the starting point.

We get to know your workflows and challenges. Then we show you concretely what your processes can look like in easydoo. A short conversation is all it takes to get started — free of charge and without obligation.

  1. 01

    First conversation

    We want to understand how your processes run today, what challenges exist and which systems you use.

  2. 02

    Preparation

    Based on your processes, we prepare concrete examples that show how easydoo can support you.

  3. 03

    Second conversation

    We show you what your processes can look like in easydoo and discuss the possibilities together.

Management summary

easydoo in 60 seconds

Reading time: approx. 1 minute

easydoo organises the daily work of an organisation on one platform. Office and industry solutions come in where specialisation truly adds value.

What easydoo connects

  • People
  • Processes
  • Information
  • Communication
  • Existing systems

One seamless digital workplace

The principle

Specialisation where it adds value

  • Microsoft 365
  • ERP & finance
  • Industry solutions

easydoo

The daily work of the whole organisation — on one platform.

  • Tasks
  • Processes
  • Communication
  • Documents
  • Appointments

What it brings

  1. 01 One place for work Everyone sees what is due, who is responsible and where things stand.
  2. 02 Fewer isolated tools End-to-end processes instead of switching between many tools.
  3. 03 What you have stays Office, ERP and specialist software are connected, not replaced.

Facts

  • Swiss made Developed and hosted in Switzerland
  • from CHF 250 per month for the workspace
  • Start small with one team or one process
  • AI works alongside following the same rules as your team
View pricing