It helps clinics manage clinic-to-clinic referrals, shared records, referring veterinarian access, specialist communication, referral status, and incoming documents from one workspace.

CaseConnect is designed for the moments when patient care crosses clinic walls.

Use it to track referrals, communicate with partner clinics, review shared files, manage referring veterinarians, and make sure nothing gets lost between the original clinic, receiving clinic, client, and patient record.

What CaseConnect Hub Does

CaseConnect helps your clinic:

• Manage incoming and outgoing referrals

• Track referral status from pending to completed

• Review referral details, messages, and files

• See upcoming scheduled referrals

• Manage referring veterinarian access

• Review records awaiting review

• Communicate with partner clinics

• Track referral-related messages

• Search referrals by patient, veterinarian, or clinic

• Filter referrals by status

• Keep referral context tied to the patient record

CaseConnect is the bridge between “they sent us something” and “the team actually knows what to do with it.”

Main Sections

CaseConnect Hub includes three primary sections:

• Dashboard

• Referrals

• Partners

Each section supports a different part of the referral workflow.

Dashboard

The Dashboard gives a high-level overview of referral activity.

Use this section to quickly see:

• Upcoming referrals

• New messages

• Records awaiting review

• Referral status breakdown

• Pending referrals

• Scheduled referrals

• Referrals in progress

• Completed referrals

The Dashboard is the “what needs attention?” view.

Upcoming Referrals

Upcoming Referrals shows referrals that are pending or scheduled.

These are cases that may need preparation, record review, client communication, scheduling confirmation, or provider assignment.

A referral may appear here when:

• It has been received

• It is scheduled

• It is awaiting review

• It has not yet been completed

New Messages

New Messages shows unread referral-related conversations.

These may come from:

• Referring clinics

• Partner veterinarians

• Specialist teams

• Internal users

• Referral communication threads

Use this area to catch new communication before it becomes a handoff crater.

Records Awaiting Review

Records Awaiting Review shows referral documents or shared records that have been received but not reviewed yet.

These may include:

• Medical records

• Lab results

• Imaging reports

• Referral forms

• Discharge summaries

• Prior treatment notes

• Vaccine history

• Client documents

Records should be reviewed before or during the receiving clinic’s appointment workflow.

Referral Overview

Referral Overview shows the current status breakdown of referrals.

Statuses may include:

• Pending

• Scheduled

• In Progress

• Completed

This helps the team understand where cases are sitting in the referral pipeline.

Referral Status Definitions

Pending

Pending means the referral has been received or created, but it has not yet been scheduled or fully accepted into the clinic workflow.

A pending referral may still need:

• Review

• Scheduling

• Client contact

• Provider assignment

• Records review

• Missing information

• Partner confirmation

Scheduled

Scheduled means the referral has an appointment date and time.

Scheduled referrals should be reviewed before the appointment so the team knows why the patient is coming, what records were shared, and what the referring clinic needs.

In Progress

In Progress means the referral is actively being handled.

This may mean the patient is checked in, in exam, under treatment, awaiting diagnostics, or still moving through the clinical workflow.

Completed

Completed means the referral visit or referral workflow has been finished.

A completed referral may still require:

• Records sent back

• Discharge summary sent

• Specialist update

• Client follow-up

• Invoice completion

• Referral closure

Completion should mean the clinical loop is closed, not just that the appointment happened.

Referrals

The Referrals tab shows the referral list.

Use this section to search, filter, and open referral cases.

The referral list may show:

• Patient name

• Species and breed

• Owner name

• Referring veterinarian

• Referring clinic

• Specialty or appointment type

• Referral date

• Scheduled date

• Referral status

• Emergency flag

Search

The search bar allows you to search referrals by:

• Patient name

• Veterinarian name

• Clinic name

• Client name

• Referral details

Use search when the referral list is long or when a client calls asking about a specific case.

Referral Filter

The referral filter controls which referrals are shown.

Common filters may include:

• Upcoming

• Pending

• Scheduled

• In Progress

• Completed

• All referrals

In the screenshots, the active filter shows Upcoming, which includes pending and scheduled referrals.

Showing Filter Label

The filter label shows which referral view is currently active.

Example:

Showing: Upcoming (pending & scheduled)

This makes it clear why certain referrals are visible and others may be hidden.

Referral Cards

Each referral appears as a card in the referral list.

A referral card may include:

• Patient name

• Species / breed

• Owner name

• Referring doctor or clinic

• Appointment type or specialty

• Referral date

• Scheduled date

• Status badges

• Emergency badge

Patient Name

The patient name identifies the animal being referred.

Example:

Zeus

Species / Breed

Species and breed help the receiving clinic understand the patient at a glance.

Examples:

• Canine - Unknown

• Canine - Boston Terrier

• Feline - Domestic Shorthair

Owner

The owner is the client connected to the referred patient.

This is the person the clinic may need to contact for scheduling, consent, payment, history, and follow-up.

Referring Veterinarian / Clinic

This shows who referred the patient.

It may include:

• Referring veterinarian name

• Referring clinic name

• Partner hospital

• External clinic

Example:

Brendan Baker (MyVet)

Specialty

Specialty describes the referral purpose or service type.

Examples:

• Wellness Exam

• Surgery

• Internal Medicine

• Dermatology

• Emergency

• Urgent Care

• Cardiology

• Dentistry

• Imaging

Specialty helps route the case to the right provider, service, or appointment workflow.

Referral Date

The referral date shows when the referral was created or received.

This helps the team understand how long the referral has been waiting.

Scheduled Date

The scheduled date shows when the referred patient is expected to be seen.

This is especially important for upcoming referrals and specialist appointments.

Status Badges

Status badges show the current referral state.

Examples:

• Scheduled

• Pending

• In Progress

• Completed

• Routine

• Emergency

Badges help the team scan for urgency and workflow state without opening every case.

Emergency Badge

The Emergency badge indicates that the referral has been marked urgent or emergency-level.

Emergency referrals should be reviewed quickly and routed according to clinic policy.

This badge should not be decorative. If it is red, someone should care.

Referral Details

Opening a referral shows the full referral details panel.

This view may include:

• Referral source

• Status badges

• Details tab

• Messages tab

• Files tab

• Patient information

• Owner information

• Referral details

• Reason for referral

Referral Source

Referral source shows where the referral came from.

Example:

Referral from Brendan Baker at MyVet

This helps the receiving clinic understand who initiated the referral and where follow-up may need to go.

Details Tab

The Details tab contains the core referral information.

This may include:

• Patient information

• Owner information

• Referral details

• Specialty

• Assigned veterinarian

• Referral date

• Scheduled date

• Reason for referral

Use Details when reviewing the clinical and operational context for the case.

Messages Tab

The Messages tab contains communication related to the referral.

This may include:

• Referring clinic messages

• Specialist updates

• Internal notes

• Partner communication

• Clarifying questions

• Case coordination

Use Messages when the team needs to coordinate around the referral without losing the conversation in a general inbox.

Files Tab

The Files tab contains documents shared with the referral.

Files may include:

• Medical records

• Lab results

• Imaging reports

• Referral forms

• Discharge summaries

• SOAP notes

• Vaccine records

• Client documents

• Uploaded PDFs or images

Use Files to review supporting documentation before the visit.

Patient Information

The Patient Information section shows the patient connected to the referral.

It may include:

• Name

• Species

• Breed

This section confirms the referred patient before reviewing records, scheduling, or communicating with the owner.

Owner Information

The Owner Information section shows the client connected to the referred patient.

It may include:

• Owner name

• Phone number

• Email address

If email or phone is missing, the clinic may need to request additional contact information from the referring clinic.

Referral Details Section

The Referral Details section contains operational referral information.

It may include:

• Specialty

• Assigned veterinarian

• Referral date

• Scheduled date

Assigned Vet

Assigned Vet shows the provider responsible for the referral.

If no provider has been assigned, the referral may show Not assigned.

Unassigned referrals should be reviewed so ownership is clear before the patient arrives.

Reason for Referral

Reason for Referral explains why the patient was referred.

This may include the presenting concern, requested service, clinical question, or reason for transfer.

Examples:

• Vomiting and not improving

• Limping, possible orthopedic consult

• Dental evaluation

• Cardiac murmur workup

• Smells bad

• Emergency evaluation

The reason for referral is one of the most important fields because it tells the receiving clinic what problem they are being asked to solve.

Partners

The Partners tab manages referring veterinarians and partner access.

Use this section to review and manage veterinarians who refer patients to your clinic.

The Partners section may include:

• Referring veterinarians

• Search

• Status filter

• Pending partners

• Approved partners

• Total partners

Referring Veterinarians

Referring Veterinarians are external veterinarians or clinics that send referrals to your clinic.

They may need access to:

• Referral submission

• Shared records

• Case updates

• Specialist communication

• Discharge summaries

• Follow-up documentation

Partner Search

Partner Search allows you to search referring veterinarians by:

• Name

• Email

• Practice

• Clinic

Use this when managing a large referral network.

Partner Status Filter

The status filter narrows the partner list by approval state.

Examples may include:

• All statuses

• Pending

• Approved

• Rejected

• Inactive

Pending Partners

Pending Partners are veterinarians or clinics awaiting approval.

Pending access should be reviewed before they can submit or manage referrals through the partner workflow.

Approved Partners

Approved Partners are referring veterinarians or clinics that have been approved.

Approved partners may be able to submit referrals, share records, and communicate through CaseConnect depending on permissions.

Total Partners

Total Partners shows the total number of partner records in the system.

This includes approved, pending, or other status categories depending on the view.

Top Counters

CaseConnect displays top-level counters for quick visibility.

These may include:

• Referrals

• Partners

• Messages

Referrals Counter

The referrals counter shows the number of active or visible referrals.

This helps quickly identify current referral volume.

Partners Counter

The partners counter shows the number of partner records or approved partners, depending on configuration.

Use this to understand referral network size.

Messages Counter

The messages counter shows referral-related messages.

This helps identify whether partner communication needs attention.

Records and Shared Files

CaseConnect supports shared records between clinics.

Shared records may include:

• Complete medical history

• Visit notes

• Diagnostics

• Imaging results

• Lab results

• Vaccination records

• Treatment plans

• Discharge instructions

• Referral letters

• Consent forms

Records should be reviewed before the visit whenever possible.

Shared files are the clinical breadcrumb trail. Do not let them sit unopened until the patient is already in the room.

Specialist Communication

CaseConnect helps manage communication between general practice, urgent care, emergency, specialty, and referral teams.

Use CaseConnect communication for:

• Clarifying the reason for referral

• Requesting missing records

• Sending updates to the referring clinic

• Confirming appointment details

• Sharing discharge summaries

• Coordinating follow-up

• Asking specialist questions

• Closing the referral loop

Common Workflows

Review Upcoming Referrals

1. Open CaseConnect Hub.

2. Select Dashboard.

3. Review Upcoming Referrals.

4. Check Records Awaiting Review.

5. Open any referral that needs preparation.

6. Review Details, Messages, and Files.

Search for a Referral

1. Open CaseConnect Hub.

2. Select Referrals.

3. Use the search bar.

4. Search by patient, veterinarian, clinic, or client.

5. Open the correct referral card.

Filter Referrals

1. Open the Referrals tab.

2. Select the status dropdown.

3. Choose the referral status you want to review.

4. Review the filtered list.

Review Referral Details

1. Open a referral card.

2. Review the Details tab.

3. Confirm patient and owner information.

4. Review specialty, assigned vet, referral date, and scheduled date.

5. Read the reason for referral.

6. Check Messages and Files if available.

Review Referral Messages

1. Open the referral.

2. Select Messages.

3. Review communication from the referring clinic or partner.

4. Reply or document follow-up as needed.

Review Referral Files

1. Open the referral.

2. Select Files.

3. Review shared documents.

4. Confirm whether records are complete.

5. Request missing information if needed.

Manage Referring Veterinarians

1. Open Partners.

2. Search by veterinarian, email, or practice.

3. Filter by status if needed.

4. Review pending partners.

5. Approve or manage access according to clinic policy.

Best Practices

Use CaseConnect as the operating layer for referral work, not just a storage drawer.

• Review upcoming referrals daily.

• Check records before the appointment.

• Assign a vet before the patient arrives when possible.

• Use Messages for referral-specific communication.

• Use Files for shared records and documents.

• Approve partner access intentionally.

• Close the referral loop after the visit.

• Send updates back to the referring clinic when appropriate.

The rule is simple: a referral is not complete until the patient is handled, records are reviewed, and the referring clinic knows what happened.

Final Definition

CaseConnect Hub is the clinic-to-clinic referral workspace in PawthosX One.

It connects referrals, partner veterinarians, shared records, messages, files, patient details, owner information, and referral status in one place so referred cases can move cleanly from request to care to follow-up.