Referral system

• US 20080052110A1
• Filed: 08/23/2006
• Published: 02/28/2008
• Est. Priority Date: 08/23/2006
• Status: Abandoned Application

• Current Assignee: Cambridge Software Solutions Corp.
• Original Assignee: Cambridge Software Solutions Corp.
• Inventors: Ruggirello, Joseph A., Koyle, Jack
• Application Number:
  US11/508,398
• Publication Number:
  US 20080052110A1
• Time in Patent Office: Days
• US Class Current: 705/2
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: G16H 40/20 for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms
• CPC Class Codes: G16Z 99/00 Subject matter not provided for in other main groups of this subclass

Abstract

A referral service system includes a user interface receiving, at a service location of a service provider, information identifying a referred entity. The service provider is a specialist or general practitioner in a professional field or trade that involves routinely rendering non-referral related services to persons seeking those services, and routinely evaluating the persons to determine need for referral to another service provider. A referral record output module generates a referral record and electronically communicates the referral record to a referee, wherein the referral record includes at least information identifying a referrer, the information identifying the referred entity, and information identifying the referee. A referee location indication module generates an indication of a location of the referee at which the referred entity can obtain services provided by the referee, and communicates the indication of the location of the referee to the referred entity.

Claims

1. A referral service system, comprising:

a user interface receiving, at a service location of a first service provider, information identifying a referred entity, wherein the first service provider is a specialist or general practitioner in a professional field or trade that involves routinely rendering non-referral related services to persons seeking those services, and also, in the course of or adjunct to providing the non-referral related services, routinely evaluating the persons to determine whether the recipients are in need of referrals to one or more second service providers for additional services not provided by the first service provider;

a referral record output module generating a referral record and electronically communicating the referral record to a referee, wherein the referral record includes at least information identifying a referrer, the information identifying the referred entity, and information identifying the referee; and

a referee location indication module generating an indication of a location of the referee at which the referred entity can obtain services provided by the referee, and communicating the indication of the location of the referee to the referred entity.

2. The system of claim 1, wherein said user interface receives data including contact information for contacting the referred entity, and said referral record output module includes the contact information in the referral record.

3. The system of claim 2, wherein said referral record output module communicates the referral record to the referee by utilizing an email address for contacting the referee to email the referral record to an email inbox of the referee.

4. The system of claim 2, wherein said referral record output module communicates the referral record to the referee by printing the referral record in a format for mailing to the referee.

5. The system of claim 1, wherein said referee location indication module electronically communicates the indication of the location of the referee to the referred entity.

6. The system of claim 5, wherein said user interface receives data including an identification of an electronic inbox of the referred entity;

and said referee location indication module electronically communicates the indication of the location of the referee to the electronic inbox.

7. The system of claim 6, wherein said user interface receives data including an identification of a cell phone number for contacting the referred entity, and said referee location indication module uses the cell phone number to automatically send the indication of the referee'"'"'s location by text message to a text message inbox of a cell phone of the referred entity.

8. The system of claim 6, wherein said user interface receives data including an identification of an email address for contacting the referred entity, and said referee location indication module uses the email address to automatically send the indication of the referee'"'"'s location by email to an email inbox of the referred entity.

9. The system of claim 1, wherein said user interface receives a user selection of an address of the location of the referee.

10. The system of claim 9, wherein said user interface receives data including an identification of an address of the referred entity.

11. The system of claim 10, wherein said referee location indication module generates driving directions navigating a route from the address of the referred entity to the address of the referee.

12. The system of claim 10, wherein said referee location indication module generates a map plotting a route from the address of the referred entity to the address of the referee.

13. The system of claim 9, wherein said referee location indication module generates a map marking the location of the referee.

14. The system of claim 1, wherein said user interface receives data including information identifying services required by the referred entity, and said referral record output module includes the information identifying services required by the referred entity in the referral record.

15. A method of providing referral services, comprising:

entering an agreement with a referee to provide one or more copies of referral system software in exchange for at least one fee, wherein the referral system software is operable to;

(a) receive, at a service location of a first service provider, information identifying a referred entity, wherein the first service provider is a specialist or general practitioner in a professional field or trade that involves routinely rendering non-referral related services to persons seeking those services, and also, in the course of or adjunct to providing the non-referral related services, routinely evaluating the persons to determine whether the recipients are in need of referrals to one or more second service providers for additional services not provided by the first service provider;

(b) generate a referral record and electronically communicate the referral record to the referee, wherein the referral record includes at least information identifying a referrer, the information identifying the referred entity, and information identifying the referee; and

(c) generate an indication of a location of the referee at which the referred entity can obtain services provided by the referee, and communicate the indication of the location of the referee to the referred entity; and

providing one or more copies of the referral system software to the referee for distribution by the referee to referrers.

16. The method of claim 15, further comprising customizing the referral system software according to needs of the referee, including adapting the referral system software to identify the referee and the location of the referee, thereby producing customized referral system software.

17. The method of claim 16, further comprising:

receiving copies of referral emails sent by distributed copies of the customized referral system software; and

detecting illegal copies of the software by monitoring the copies of the referral emails;

18. The method of claim 17, further comprising updating copies of the customized referral system software electronically over a network, including disabling illegal copies of the software.

19. The method of claim 16, further comprising:

receiving a request from the referees to alter the customized referral system software; and

updating the customized referral system software.

20. The method of claim 19, further comprising updating distributed copies of the software electronically over a network.

21. The method of claim 19, further comprising updating by sending new copies of the software to the referee.

22. The method of claim 15, wherein the referral system software is operable to receive data including contact information for contacting the referred entity, and include the contact information in the referral record.

23. The method of claim 15, wherein the referral system software is operable to utilize an email address for contacting the referee to email the referral record to the referee.

24. The method of claim 15, wherein the referral system software is operable to print the referral record in a format for mailing to the referee.

25. The method of claim 15, wherein the referral system software is operable to communicate the indication of the location of the referee to the referred entity.

26. The method of claim 15, wherein the referral system software is operable to receive data including an identification of an electronic inbox of the referred entity, and electronically communicate the indication of the location of the referee to the electronic inbox.

27. The method of claim 26, wherein the referral system software is operable to receive data including information identifying a cell phone number for contacting the referred entity, and use the cell phone number to automatically send the indication of the referee'"'"'s location by text message to a text message inbox of a cell phone of the referred entity.

28. The method of claim 26, wherein the referral system software is operable to receive data including an email address for contacting the referred entity, and use the email address to automatically send the indication of the referee'"'"'s location by email to an email inbox of the referred entity.

29. The method of claim 15, wherein the referral system software is operable to receive data including a selection of an address of the location of the referee.

30. The method of claim 29, wherein the referral system software is operable to receive data including an address of the referred entity.

31. The method of claim 30, wherein the referral system software is operable to generate driving directions navigating a route from the address of the referred entity to the address of the referee.

32. The method of claim 30, wherein the referral system software is operable to generate a map plotting a route from the address of the referred entity to the address of the referee.

33. The method of claim 29, wherein the referral system software is operable to generate a map marking the location of the referee.

34. The method of claim 15, wherein the referral system software is operable to receive data including information identifying services required by the referred entity;

and include the information identifying the services required by the referred entity in the referral record.