AI-assisted referral triage that runs entirely inside your practice

Lumen reads every incoming referral letter, extracts the patient details, and recommends a triage category and pre-consult tests — using AI models running on your own hardware, on your own network. Your doctors review and decide. Patient data never leaves the building.

A walk-through takes about 20 minutes, on your own referrals if you like.
Lumen doctor review screen: extracted patient details and contact numbers, the referring practice, referral summary, past medical history, medications and investigations with edit links, an AI-recommended urgent triage with rationale and the doctor's notes, a pre-consult test checklist with particulars and clinical indications, the generated request forms, and the original referral letter alongside
The doctor's review screen — extracted details and the AI recommendation beside the original letter. Shown with fictional demo data.
On-premise by design

Your data never leaves the building

Lumen is not a cloud service. It runs on a machine inside your practice and is reachable only on your own network — and so does the AI it uses. No referral, no patient detail, and no AI query ever leaves the building.

LAN-only, no cloud

Referral PDFs, patient details, and AI processing all stay on your network. There is no vendor server, no external account, and nothing to send offsite.

Local AI, not rented AI

The AI that reads and triages your referrals runs on hardware you own, inside your network. Nothing is sent to an AI provider, no per-referral fees, no meter running.

Every action audited

Sign-ins, uploads, edits, reviews, messages, bookings, and archive actions are written to an audit log. Each referral shows its own complete activity trail.

Role-based accounts

Reception, doctor, and admin roles see only what they should — doctors see their own queue, and only administrators manage accounts and settings.

Nothing quietly deleted

Referrals are archived, not erased. Only an administrator can delete a record, and deleting a user account never removes their name from past work.

Hardened sign-in

Strong passwords, lockout after repeated failed attempts, automatic sign-out after inactivity, and one sign-out that clears every device — with each sign-in recorded.

How it works

From fax tray to triaged queue, automatically

Referrals arrive all day — uploaded by reception or dropped into a shared folder. Lumen works through them in turn, and a problem with one never holds up the rest.

A referral arrives

Uploaded at the front desk, or picked up automatically from a shared folder your scanner or fax already saves to.

The letter is read

Typed or scanned, the whole letter is read on the machine — no re-typing at the front desk.

Details are extracted

Patient, DOB, referring GP, summary, history, medications, and investigations — structured, editable, and checkable against the original.

Triage is suggested

A recommended category — urgent, <30, <60, <90 days out of the box; rename, reorder, or add your own in Settings — plus a written rationale and suggested pre-consult tests drawn from a test catalog you customise.

The doctor decides

The reviewing doctor confirms or overrides the category — including custom categories of your own, like "valve clinic" or "pacemaker clinic" — and adjusts the tests. Completing the review is what produces the request forms and the triage plan.

The clinician is always in control. Lumen recommends; it never books, never triages on its own, and never hides the original letter. Every AI suggestion sits beside the source document, marked as extracted by AI — verify against the original.
Built around the real workflow

One system from intake to archive

Lumen is not a triage calculator bolted onto your inbox — it runs the whole referral workflow your practice already has, with reception and doctors each seeing exactly the queue they work from.

Reception intake, without the re-typing

New referrals appear with the patient details already extracted, ready to allocate to a doctor. Anything the AI could not process is flagged for attention with the reason and a one-click retry.

  • Drop scanned faxes into a shared folder and they queue themselves
  • Re-referrals are flagged: “2 previous referrals” links straight to the patient's history
  • Every stored referral consistently named and instantly findable
  • Referring doctors and their practice details captured from the letterhead — nothing to type in
  • Search any list by name or date of birth as you type — typed however you like
  • Reception's own working notes on a referral, kept apart from the doctors' conversation
Pending intake queue with a search box and date-of-birth column, rows for queued, processing, needs-attention, and extracted referrals, a duplicate-referral flag, reception-note and conversation chips, and doctor allocation controls

A doctor's queue sorted by urgency, not arrival

Each doctor sees their own queue, ordered by the recommended triage category, with a one-line summary and the referrer at a glance. When reception answers a doctor's query, the referral is pinned to the top of the queue until the doctor has seen it.

Urgent < 30 days < 60 days < 90 days Return to sender
Triage categories are fully customisable in Settings — rename, reorder, recolor, or add your own.
  • Replies from reception pinned above the queue — never buried
  • Conversations stay attached to the referral, fully audited
  • Redirect to a colleague or return to reception with a typed request
  • Finished too early? Recall a reviewed referral to your queue without losing reception's work
  • A clearer copy of the letter turns up? Have it read again in place — the review, booking and notes stay put
Doctor's My Queue with a search box and date-of-birth column, a pinned message from reception at the top, and referrals sorted by AI triage badges from urgent to 90 days

Tests tracked, consults booked, nothing dropped

After review, reception works from a single queue: tick off pre-consult tests as results arrive, book the appointment when everything is in, and archive the referral when it's done. Returned referrals carry the doctor's request and the whole conversation with them.

  • Test checklists with per-test detail — mark any test as requiring particulars (e.g. which bloods) or a clinical indication before a review can be completed
  • A test catalog customised to your practice — start from our cardiology set or define your own list for any specialty
  • Awaiting-booking and booked states visible at a glance, with appointment date and time
  • Read-only, searchable archive — deletion is admin-only
Reviewed queue showing reception-notes and conversation chips, request-form and triage-plan links, an expanded checklist of the tests the doctor required with completion ticks and dates, a booked appointment with date and time, and archive buttons

Your own request forms, filled in and ready to print

The moment a review is complete, Lumen fills in the request forms your practice already uses — pathology, imaging, whatever you hand the patient — with the patient's details, the requested test, and the clinical indication. Reception opens them and prints. Nothing is re-typed, and nothing is transcribed wrong.

  • Use the forms you already have — including flat or scanned ones, set up once and reused
  • Each doctor's forms carry their own details; an administrator can share a form with the practice
  • Filled forms stay with the referral — reprint or refresh them at any time
A completed referral's request forms: the practice's own test request form filled in with the patient's details, the requested test and its clinical indication, ready to open and print

A triage plan for the medical record, in one click

When a review is complete, Lumen produces a clean, branded PDF of the outcome — the patient, the referring doctor and practice, the triage decision and the reviewing doctor's notes, and every required test with its particulars and completion date — ready to file in your clinical record system.

  • Exported from the referral record, the reviewed queue, or the archive
  • Consistently named by patient and date, like the referral itself
  • Carries the notes and the conversation, so the reasoning stays on the record
First page of an exported triage plan: practice header, patient and referring-doctor details, the triage decision with the reviewing doctor's notes, and the required tests with their particulars and completion dates

A patients register that builds itself

Every patient seen across all referrals, searchable by name fragment or date of birth, with referral counts, current status in plain language, and the full referral history one click away. New referrals for a known patient are flagged before they're allocated — so duplicates and re-referrals surface at intake, not at the consult.

  • Builds itself from your referrals — nothing extra to maintain
  • Duplicate records merged by an administrator, with a clear before-and-after check
  • Plain-language statuses: With Doctor, Tests Pending, Awaiting Booking, Booked…
  • Sortable by patient, referral count, last referral, or status
Patients register listing patients with dates of birth, referral counts, last referral dates, and plain-language workflow statuses with triage badges

Bookings on a calendar the whole practice can read

Every booked consult lands on a shared calendar — by day, week, or month — colour-coded per doctor, with the appointment time alongside the date. Reception sees the week's shape at a glance; each doctor can filter to their own list.

  • Day, week, and month views, filterable by doctor
  • One colour per doctor, set by the administrator
  • Every entry opens the referral it came from
Week view of the shared calendar with booked consults colour-coded by doctor, a legend, and a doctor filter
Practical ownership

Software you actually own and can actually run

Lumen was built to be run by a practice, not by an IT department.

Installed in your practice, set up with you

Lumen and its AI run on modest hardware in the back office — starting itself after a reboot and needing no one to babysit it. We install it, connect it to your scanner or fax folder, and walk your team through it.

Backups that are actually complete

One click in Settings produces a backup of every referral, document, conversation, and setting together — checked for integrity before it is saved, and restored just as simply. Nothing lives somewhere else.

No usage meter

Because the AI is yours, there is no per-referral charge and no bill that grows with your practice. Updates arrive as versioned releases that keep all of your existing records intact.

Settings editors for triage categories and the test catalog: category rows with rename fields, reorder arrows, and a ten-color palette — including an added Valve clinic category — and test rows with per-test Requires detail and Requires indication toggles
Triage categories and the test catalog, edited in Settings — rename, reorder, recolor, add your own (like a valve clinic), and mark the tests that need particulars or a clinical indication before a review can be completed. Shown with fictional demo data.

See Lumen on your own referrals

We'll set up a demo instance, walk your practice manager and doctors through the workflow, and answer the hard questions about where the data lives.

Request a demo