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Early access · rolling out to partners now
Know what happened to every patient you referred to Grata
The Grata Partner Portal shows you where each referral stands, how many got into care, and how fast — plus the one or two people this week who need a nudge from someone they trust.
The Overview, as a referral coordinator sees it. Every figure on this page is illustrative.
The referral today
Right now, a referral is a one-way door.
01
You send it, and it goes quiet.
You find out how someone is doing by calling around, or by running into them.
02
You can't answer the obvious question.
When leadership asks whether the referral relationship is working, the honest answer is that nobody has the numbers.
03
You can't help when it stalls.
The patient with the wrong phone number is someone you could catch in a hallway — if anyone told you.
Inside the portal
Your referrals, end to end.
Four things the portal does that a fax confirmation never could.
Every patient you have sent, with their current status — outreach in progress, first visit scheduled, treatment started, actively engaged.
Also in there
The rest of it.
Summaries in your inbox
Weekly, monthly, or quarterly — a short aggregate summary of how your referrals are doing. Off by default; you pick the cadence.
No password to forget
Sign-in is a code sent to your work email. There is no password in the product to reset, share, or write on a sticky note.
Nothing to install
No EHR integration, no VPN, no IT ticket, no cost. It is a web page your browser already trusts.
HIPAA and 42 CFR Part 2. Every view of a patient record is logged as a disclosure.
Getting access
Set up in a morning, not a quarter.
01
We create your workspace
Tell us your organization and your sites. Grata sets it up and maps it to your referrals — there is no self-serve signup, on purpose.
02
You invite your team
One form, one email each. They click the link, confirm their name and job title, and they are in. No IT ticket, no accounts to provision.
03
You refer, and you watch
Your first referral appears on the roster the same day. Outcome metrics appear as soon as the first cohort is large enough to report safely.
Questions before
you ask for a login
No. The portal is free to referral partners, like everything else in the referral relationship — no fees, contracts, or revenue-share arrangements.
No. There is nothing to install and nothing for your IT team to approve. It is a website you sign into with a code sent to your work email, so most teams are up in an afternoon.
Yes, within the rules. Aggregate outcomes for your organization identify nobody. Patient-level detail appears only where that patient has specifically authorized sharing with your organization; everyone else appears as a row you can see but not open, with no reason given for why.
No. You see status, dates, and whether care happened — a first visit completed, treatment started, a visit missed. You never see notes, diagnoses, medications, or lab results, and there is no way to write to the record.
Whoever sends referrals and whoever asks how they went. Day to day that is usually care coordinators, discharge planners, and case managers; add a director or medical director on the shared dashboard link.
Existing partners are being moved over in waves. Ask for your workspace and we will tell you where your organization sits in the queue.
Ready to see your referrals?
Ask for a workspace and we’ll set it up for your organization — or take 30 minutes with us first and we’ll walk through it with your team’s own referral history on screen.