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How to use 360x | Patient Referrals | UC Davis Health

Direct Secure Messaging and 360X Referrals

Direct Secure Messaging (DSM) and 360X operate on the same foundational pathway: both use direct addresses to transmit referral information between Electronic Health Record (EHR) systems. However, they differ significantly in functionality and capability.

DSM Referrals

Direct messaging represents the standard referral workflow:

  • Referral information is securely sent between organizations
  • Communication is generally considered complete once the referral is delivered

There is no built-in mechanism to track referral progress, confirm receipt beyond basic delivery or support ongoing communication between sending and receiving organizations.

360X Referrals

360X uses the same Direct Address pathway but adds enhanced capabilities — most notably, “closed-loop” communication.

This enables secure, structured exchanges between EHR systems after the initial referral is sent, including:

  • Referral status updates
  • Requests for additional information
  • Confirmation of next steps

These capabilities help improve:

  • Care coordination
  • Communication between organizations
  • Referring provider satisfaction

UC Davis Health’s Current Approach

UC Davis Health currently supports DSM referrals and is actively seeking partners to pilot 360X to enable enhanced, closed-loop referral communication.

Want to Know More About DSM for Referrals?

Read use cases for DSM and 360X at Direct Trust, a third-party site that provides secure health information exchange.

Learn more about direct secure messaging
How to Use DSM With Us

If your organization uses an EHR system that supports Direct Secure Messaging, you can send referrals digitally to UC Davis Health.

  • Send a Referral Via DSM

    1. Select Outside Message
    2. Choose the patient you want to refer
    3. In “Add Recipients” enter the following (should auto populate):
      • UCD Incoming Electronic Referrals
    4. Add subject line: New Referral
    5. Include in your message: 
      • Relevant details (e.g., location/provider preferences, special instructions)
      • Your name and contact phone number

Seeking Partners to Pilot 360X

Organizations interested in piloting 360X with UC Davis Health should contact our liaison team.

Email us to express your interest

Need help getting started with DSM or 360X?

Learn how to setup and use direct messaging or 360X from a physician referral liaison team member.

Get in touch with our liaison team