Receive eligible referrals
The planned starting point is new, eligible referrals received after your practice activates the connection.
For practices using athenahealth
Referral and lead management for practices using athenahealth.
Looking for an athenahealth referral management add-on? Practice Align is developing a connection to help your team bring eligible new referrals into Client Hub and manage the work that follows.
Practice AlignPlanned connectionIllustration
Your existing environmentSUPPORTED REFERRALSScope confirmed before activation
Client HubAdministrative follow-through
In development · Availability to be confirmed
Availability
In development — discuss your practice’s requirements
The athenahealth connection is in development. Supported products, access requirements, and the workflow available to your practice will be confirmed before activation.
Start with your referral process. We’ll help assess where the connection could fit.
The handoff after a referral
A referral arrives. Who owns the next step?
A referral record is a starting point. Your team still needs to review the information, take responsibility, contact the patient, and keep the next action clear.
Practice Align combines inquiry management software with guidance shaped around your staff, locations, and priorities.
OwnerContextNext step
Keep the administrative work in view.
- A named owner for the next action
- Contact attempts and follow-up notes together
- Separate referral requests kept distinct
- Incomplete information brought back for review
The initial connection01 02 03
From a new referral to a clear follow-up.
Organize work in Client Hub
Approved referral information would support ownership, contact attempts, notes, and the next administrative step.
Review with your team
Keep handoffs and unresolved items visible. Clinical decisions and scheduling stay with your practice and its existing systems.
Initial scope: the planned connection does not include historical referral imports or writing Hub status changes back to Athena.
Referrals and lead management
New patients. Returning patients. A next step for each inquiry.
A returning patient may have a new referral or service inquiry that needs its own follow-through. Client Hub’s role is to help staff manage that work alongside other patient inquiries.
The applicable source fields, matching rules, and review process will be confirmed for your setup. The proposed connection does not copy the full patient chart or synchronize every record.
People close to the work
Fit the workflow to your practice.
Ben helps guide priorities, strategy, tradeoffs, and relationships. We look at how referrals arrive, how responsibility moves between people, and where follow-up becomes difficult.
Client Hub access and additional setup or managed growth services are scoped separately. The goal is less repetitive work and a clearer process that fits your team.
Questions about the athenahealth add-on
Is this an athenahealth plugin or add-on?
It is a planned connection between approved athenahealth referral sources and Practice Align Client Hub. Setup depends on the access and supported workflow available to your practice; it is not currently offered as a browser extension or one-click installation.
Does it support our athenahealth product?
Tell us which product your practice uses, including whether you use athenaOne, and how referrals arrive today. Product support and connection requirements must be checked for your practice before fit is confirmed.
Is the integration available now?
The connection is in development. Contact Practice Align to discuss current readiness, your requirements, and the scope that needs to be verified before activation.
Will Client Hub update Athena automatically?
The initial planned scope keeps assignment, contact attempts, notes, and follow-up in Client Hub. It does not include writing those changes back to Athena.
Start with your referral workflow
Tell us where the handoff needs attention.
Share which athenahealth product you use, how referrals arrive, and where staff lose time. Keep the conversation to workflow details rather than patient information.
Discuss your athenahealth workflow