Referral Management Automation

Referral Management Automation

Referral Management Automation

Turn referrals into scheduled patients automatically.

Turn referrals into scheduled patients automatically.

Turn referrals into scheduled patients automatically.

Problem Section

Referrals often fail to convert into visits.
Patients delay scheduling or never follow up.

Why It Happens

Referral workflows require multiple steps:

  • Intake

  • Contact

  • Scheduling

  • Follow-up

Each delay reduces conversion probability.

Traditional Fixes

  • Manual outreach

  • Fax tracking

  • Staff follow-ups

  • These create backlog and leakage.

Automation Approach

Automation processes referrals immediately:

  • Fax intake, ingestion, and categorization

  • Record creation in the EHR

  • Patient outreach

  • Scheduling conversation

  • Follow-up reminders

Operational Imapct

Referral coordinators oversee workflows instead of chasing patients.

Business Impact

  • Increased specialty utilization

  • Faster time-to-visit

  • Reduced revenue leakage

FAQs

Does it work with fax referrals?

Yes, referrals can be processed automatically after intake.

What if patients don’t respond?

The system performs structured follow-up outreach.

Does staff still review referrals?

Staff oversee exceptions while automation handles routine scheduling.

Does it work with fax referrals?

Yes, referrals can be processed automatically after intake.

What if patients don’t respond?

The system performs structured follow-up outreach.

Does staff still review referrals?

Staff oversee exceptions while automation handles routine scheduling.

Does it work with fax referrals?

Yes, referrals can be processed automatically after intake.

What if patients don’t respond?

The system performs structured follow-up outreach.

Does staff still review referrals?

Staff oversee exceptions while automation handles routine scheduling.

Does it work with fax referrals?

Yes, referrals can be processed automatically after intake.

What if patients don’t respond?

The system performs structured follow-up outreach.

Does staff still review referrals?

Staff oversee exceptions while automation handles routine scheduling.