# DenQAI: referral closure control

File-specific companion · 2026-09-10

## Purpose

Which referrals remain open or overdue, and who owns their follow-up?

**Who:** Referral coordinator, treating clinician, and operations reviewer

**Records:** Aggregate referral counts by class and period; acknowledgement/completion evidence; closure and escalation rules.

## Complete the file

1. Choose aggregate_period and referral_class, then define what counts as open, placed, completed, or closed_other.
2. Record opening_open, movements, ending_open, and overdue_open from the same population.
3. Assign owner_role, follow_up_rule, escalation_rule, and controlling_record for unresolved referrals.

## Definitions

- **Acknowledged:** Receipt or acceptance confirmed under the chosen referral workflow.
- **Closed other:** Referral closed for a documented reason other than completion.
- **Overdue open:** Still-open referrals past the class-specific follow-up threshold.

## Fictional example

Fictional example: A referral class starts with 10 open and adds 5; 8 complete and 1 closes for another documented reason, leaving 6 open if the defined categories do not overlap.

## Review and next action

Follow up the overdue class using the approved clinical escalation process.

This aggregate ledger does not replace patient-level clinical tracking. An acknowledgement is not completion, and closure rules must be defined.

[Related DenQAI guide](https://denqai.com/growth)

## AI coach prompt

Help me use DenQAI’s referral closure control. My question is: Which referrals remain open or overdue, and who owns their follow-up? Explain these terms in plain language: Acknowledged, Closed other, Overdue open. Ask one question at a time about the required records: Aggregate referral counts by class and period; acknowledgement/completion evidence; closure and escalation rules. Walk through the supplied fictional example before asking me for inputs. Treat every missing value as unknown, not zero. Do not invent source records, contract terms, legal conclusions, or clinical facts. Use only permitted fictional or aggregate, non-identifying information. Follow this boundary: This aggregate ledger does not replace patient-level clinical tracking. An acknowledgement is not completion, and closure rules must be defined. End with the missing evidence and this next step: Follow up the overdue class using the approved clinical escalation process.

## AI review prompt

Review my permitted fictional or aggregate draft of DenQAI’s referral closure control against the file instructions. Check each required field and period, units, evidence locator, assumptions, arithmetic where formulas are actually supplied, and unresolved contradictions. Check the sequence: Choose aggregate_period and referral_class, then define what counts as open, placed, completed, or closed_other. Record opening_open, movements, ending_open, and overdue_open from the same population. Assign owner_role, follow_up_rule, escalation_rule, and controlling_record for unresolved referrals. Separate facts from assumptions and missing records. Do not supply unsupported numbers or make a professional decision for me. Apply this limitation: This aggregate ledger does not replace patient-level clinical tracking. An acknowledgement is not completion, and closure rules must be defined. Return corrections, questions for the responsible reviewer, and the next action.