Help your front office handle inbound and outbound referrals by capturing each one, checking for missing records, and routing it to the right specialist.
What's Included
- Referral capture: Collect referrals from forms, fax, or messages in one place.
- Completeness check: AI flags missing records, codes, or authorizations.
- Smart routing: Send each referral to the correct specialist or scheduler.
- Status tracking: Watch every referral from received to scheduled.
How To Use
- Funnel all referral sources into a single intake board.
- Let an AI agent check each referral for missing details.
- Route complete referrals to the right destination.
- Track each one until the patient is booked.
Pair with patient intake automations or explore automation recipes so no referral is lost.