Follow one referral, from a GP's letter to a first appointment
A cardiology referral at a fictional health group. Six screens, three people and one AI agent with its own purpose. Scroll, and the screen follows the step.
Step by step
- 01 · Referral
A GP sends a referral.
Dr Keane refers a patient with new breathlessness. The pack files the referral and records the purpose: direct care, triage for cardiology.
Dr Ruth Keane, GP, sends the referral.
ardmore · referrals · newSample dataNew referral · CardiologyREF-2026-11902NewReferralSummaryComplete?ConsultantBookedSealedReceived- From
- Dr Ruth Keane, GP
- Patient
- J. Murphy, 64
- Attachments
- 3 files
Purpose recordedDirect care: triage for cardiology outpatients.
Filed and logged. Nothing has been decided.
- 02 · Summary
A summary that cites the notes.
The referral assistant reads the letter, the ECG report and the medicine list, under its own "triage summary" purpose, and drafts a summary that links every line.
The AI agent's access is logged like anyone else's.
ardmore · referrals · summarySample dataSummary · REF-2026-11902DraftReferralSummaryComplete?ConsultantBookedSealedSummary3 sourcesBreathless on exertion for 6 weeks1. New AF on the ECG2. Started a blood thinner on 3 Oct3.
1GP letter, para 2PDF2ECG report, 2 OctPDF3Medication listPDFRead by the referral assistant under the "triage summary" purpose.
- 03 · Complete?
One item is missing.
The local protocol asks for an echo if available. It has not been done, so the pack flags it before the consultant reads the case.
The referral is not sent back for one missing item.
ardmore · referrals · completenessSample dataIs it complete?REF-2026-119021 missingReferralSummaryComplete?ConsultantBookedSealedItem Needed by protocol State ECG Yes Attached Bloods Yes Attached Medicines Yes Attached Echo If available Not done Request echoContinue without - 04 · Consultant
The consultant sets the priority.
The protocol suggests urgent. Dr Lynch agrees, sets the priority and asks for the echo before clinic. The suggestion is shown as support, not as a decision.
Dr Sarah Lynch, consultant cardiologist, decides.
ardmore · referrals · reviewSample dataConsultant reviewREF-2026-11902Waiting on youReferralSummaryComplete?ConsultantBookedSealedProtocol suggestsUrgent: new AF with symptoms. Decision support only.
Your decision- Priority
- Urgent, within 2 weeks
- Echo
- Request before clinic
- Agrees with protocol
- Yes
Confirm priorityChange - 05 · Booked
Booked, without the clinical detail.
The booking team sees the name, contact and priority, and books clinic and echo. They never see the summary.
Tomás Reyes, booking team, books both.
ardmore · referrals · bookedSample dataBooked · J. MurphyREF-2026-11902BookedReferralSummaryComplete?ConsultantBookedSealedBooking team sees- Name
- J. Murphy
- Priority
- Urgent
- Contact
- Mobile, text ok
Appointment- Clinic
- Cardiology, room 4
- Date
- 29 Oct, 10:30
- Echo
- 27 Oct
The booking team never saw the clinical summary.
- 06 · Sealed
Sealed with every access.
The decision, the summary, its sources and every access to the record are sealed together. The GP and the patient are told.
Information governance can check who saw what, and why.
ardmore · sealed recordsSample dataSealed record R-55902-01REF-2026-11902SealedReferralSummaryComplete?ConsultantBookedSealedAccess Purpose Referral assistant (AI) Triage summary Dr Sarah Lynch Direct care Booking team Booking, limited view Sealed · witnessed outside Adverant · fingerprint 6d10 2c4e 9b07 e58a
- From
- Dr Ruth Keane, GP
- Patient
- J. Murphy, 64
- Attachments
- 3 files
Direct care: triage for cardiology outpatients.
Filed and logged. Nothing has been decided.
Breathless on exertion for 6 weeks1. New AF on the ECG2. Started a blood thinner on 3 Oct3.
Read by the referral assistant under the "triage summary" purpose.
| Item | Needed by protocol | State |
|---|---|---|
| ECG | Yes | Attached |
| Bloods | Yes | Attached |
| Medicines | Yes | Attached |
| Echo | If available | Not done |
Urgent: new AF with symptoms. Decision support only.
- Priority
- Urgent, within 2 weeks
- Echo
- Request before clinic
- Agrees with protocol
- Yes
- Name
- J. Murphy
- Priority
- Urgent
- Contact
- Mobile, text ok
- Clinic
- Cardiology, room 4
- Date
- 29 Oct, 10:30
- Echo
- 27 Oct
The booking team never saw the clinical summary.
| Access | Purpose |
|---|---|
| Referral assistant (AI) | Triage summary |
| Dr Sarah Lynch | Direct care |
| Booking team | Booking, limited view |
One record for the whole referral.
The referral ends with one sealed record: the decision, the clinician, the summary and its sources, and every access with its purpose.
Change one word in a sealed record and the seal breaks. Try the seal check on the home page →
Triage decision · REF-2026-11902SampleThe AI did the reading. People made the calls.
The pack did the filing, reading, checking and drafting. The clinical decision was made by a consultant, and every look at the record had a reason.
What the AI did
- Filed the referral with its purpose
- Read three documents under its own purpose
- Drafted a summary with sources
- Flagged the missing echo
- Showed what the local protocol suggests
What people decided
- Dr Keane referred the patient
- Dr Lynch set the priority and asked for the echo
- Tomás Reyes booked clinic and echo
- Nobody outside the care team saw the record
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