Point of Care Ideas

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BPCRM Referrals: Import referrals from portal, external sources

AZ has access to multiple referrals through their payor portals. Provide a way for offices to upload spreadsheets or have POC Lite pull referrals over, instead of manually entering each referral in the system. Requested by David Darnell in BPCRM Pilot.

  • Danielle Beebe
  • Sep 18 2026
  • Needs Review
Idea Background

The amount of referrals available in AZ payor portals would be unmanageable if sites had to manually enter each one. Instead they're downloading to spreadsheets and maintaining outside the system because there's not a current upload or batch option.

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Idea Benefit

Would provide the ability to track more referrals directly in POC Lite and reduce administrative time.

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Compliance Risk- Business Score 1-Low (Limited impact, focused level)
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