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Last Updated: 2026-02-17
Spec: PM-06 Referral Management & Tracking
Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns)
Overview
PM-06 owns the referral entity lifecycle (inbound/outbound), source attribution, conversion metrics, and document management. Integrations with PM-01, PM-10, CL-12, and CE support admission from referral, prior authorization linkage, clinical care coordination, and referral source relationship management.Integration Points (from spec)
| Dependency | Pattern | Purpose |
|---|---|---|
| PM-01 | Data | Patient registration from referral admission; pm_referrals.patient_id → pm_patients.id |
| PM-10 | Data | Prior authorization linkage; pm_referrals.authorization_id → pm_prior_authorizations.id |
| CL-12 | Event | Clinical care coordination; PM-06 publishes referral_accepted when status → admitted |
| CE | Platform Layer / Event | Referral source relationship management (CE core) |
Event Contract: referral_accepted
Full contract: CL-PM-REFERRALS.md- Publisher: PM-06
- Subscribers: CL-12
- When: Referral status set to admitted (inbound) or accepted (outbound); integration layer maps PM-06 status to event.
- Payload:
referral_id,patient_id,referral_direction, facilities, level of care, reason, urgency,organization_id,user_id,timestamp.
API / Data Contracts
- PM-01: Admission from referral creates/links
pm_patientsrecord; implementation may trigger from referral status workflow. - PM-10: Referral form may link to existing
pm_prior_authorizations; display auth status and units. - CE: Referral source (e.g. community org) may be resolved via Platform Integration Layer or CE APIs; document exact contract when CE referral source feature is implemented.
Integration Matrix
| From | To | Pattern | Doc |
|---|---|---|---|
| PM (PM-06) | CL-12 | Event | CL-PM-REFERRALS |
| PM-06 | PM-01 | Data / workflow | This doc |
| PM-06 | PM-10 | Data (FK) | This doc |
| PM-06 | CE | Platform Layer / TBD | TBD when CE spec finalized |
References
Enhancements
PM-06-EN-01 — Referral Management Enhancements
Spec: PM-06-EN-01 Adds court-ordered tracking, fax-to-digital intake, SLA monitoring, and packet checklist. No new cross-core event contracts. Dependencies are platform-layer only:| Dependency | Pattern | Purpose |
|---|---|---|
| PF-10 | Platform layer | In-app SLA breach + court deadline notifications |
| PF-11 | Platform layer | Fax artifact storage and access logging |
referral_accepted event is unchanged. EN-01 does not introduce entries to EVENT_CONTRACTS.md.