Transparent referral status for your clinics and territories. See exactly where each patient is in the pipeline—from intake to shipment—and what’s needed to keep things moving.
Clinic-level visibility
Live status updates
HIPAA-conscious access
Active referrals
Ready to ship
PA pending
Avg days to ship
Example metrics for illustration; your dashboard reflects real-time data.
Clinic-scoped view
See referrals tied to your clinics and territory—no provider portal required.
Clear stages
Shared status from Intake, Benefits, Documentation, Prior Auth, Fulfillment, Shipped, On Hold.
Next required action
Know what’s needed to move a referral forward (e.g., chart notes, SWO, PA).
Pipeline clarity
Stages include Intake, Benefits, Documentation, Prior Auth, Fulfillment, Shipped, On Hold.
Clinic snapshot
At-a-glance counts by stage for supported clinics in your territory.
Scoped access
HIPAA-conscious permissions limited to your territory and clinics.
Access is available for CGM device field representatives working with Appy-supported clinics. We’ll verify your territory and set permissions accordingly.
Email our team
Reach out to us via email or on LinkedIn to schedule a conversation.
Get Your Login
We will set your dashboard up and give you a quick tour.
Refer to Appy Medical
Any orders sent from your clinics will be visible, along with their statuses.
Provider portal not required. Refer via phone, sequre form, faxed SWO, or e-prescribe to Appy Medical.
Current status count
Snapshot of referrals by stage to help prioritize follow-ups.
Common blockers
See reasons holding referrals (e.g., missing notes, PA in progress).
Clinic overview
Understand which clinics are active and where support may help.
Request access and we’ll set up clinic-scoped visibility tied to your territory and work email—no orientation required.
Yes. Access is HIPAA-conscious and limited to the minimum necessary information for referral coordination. Views are scoped to your territory/clinics.
Yes. Add territory notes to a referral or clinic record to help coordinate with Appy and reduce back-and-forth.
Statuses update as our intake, benefits, and fulfillment teams progress referrals. Most fields refresh in near-real time.
No provider portal is required. Clinics can continue to call, e-prescribe, fax the SWO with chart notes, or use our secure form. The dashboard is a visibility tool for field teams.
