Referral Management
Close the Loop on Every Referral.
A 17-state workflow engine with zero-click automation — from intake to specialist visit to closed loop. Fax extraction, eligibility, prior auth, and SMS outreach all chain automatically.
- Workflow states
- 17Workflow states
- Intake screens
- 9Intake screens
- Clicks to automate
- 0Clicks to automate
Features
End-to-End Referral Operations
Referral Board
Cross-patient worklist with 5 KPI cards, SLA countdown badges, readiness scores, and owner filters. Every referral visible in one view.
Intake Workbench
9-screen evidence-guided pipeline turns inbound faxes into structured referrals — split, classify, match, verify, qualify, chase, and sync.
Zero-Click Automation
Eligibility, prior auth, fax delivery, and patient SMS chain automatically. Fail-closed and idempotent — errors pause, never auto-deny.
Specialist Directory
Live CMS NPI Registry search with ZIP-distance sorting, taxonomy mapping, and FHIR endpoint resolution for top health systems.
Readiness Scoring
Deterministic criteria engine scores every case against versioned PlanDefinitions. Proposals require clinician confirmation — never auto-cleared.
Analytics & SLA
Leakage rate, time-to-scheduled, completion funnel, and specialist performance. Overdue referrals auto-escalate with coordinator notification.
How It Works
From Fax to Follow-Up
- 01
Intake & Score
Inbound faxes land in the 9-screen workbench. AI extraction populates fields; readiness scoring runs automatically against payer criteria.
- 02
Automate Clearance
Eligibility, prior auth, and specialist routing chain with zero clicks. Each step is idempotent and fail-closed — errors pause, never skip.
- 03
Close the Loop
Appointment booking links back to the referral. Visit completion auto-advances status. SLA breaches escalate to coordinators automatically.
“We went from losing 30% of referrals to closing 94%. The zero-click automation means my coordinators handle twice the volume with the same team.”
