One intake queue
Receive referrals from fax, secure links, uploads, and manual entry. Filter work by source, status, priority, and referral type.
Referral Management
Every referral deserves a clear next step.
Bring healthcare referrals into one intake queue, then match, route, and coordinate each case without losing sight of the patient or the people responsible.
Built for PCP, letter-of-protection, and infusion referral pathways.
One shared queue. Distinct care pathways.
01Capture from every channel
Fax, secure link, upload, or manual entry.
02Give each case an owner
Match, classify, and route with human review.
03Close the loop
Keep scheduling, documents, and handoffs connected.
From intake to action
Less chasing. More clarity at every handoff.
One connected foundation organizes incoming referrals. The right team can see what arrived, what needs review, and what should happen next.
AI-assisted extraction
Capture patient, provider, reason, order, insurance, and source details. Send uncertain information to a person for confirmation.
Patient and source matching
Find likely patient and referring-organization matches. Flag possible duplicates and ambiguous cases instead of silently merging them.
Type-aware assignment
Classify PCP, LOP, and infusion referrals, then give each active workflow its own owner, status, and next-step worklist.
Three contextual pathways
One patient. The right workflow for each referral.
Shared patient information stays connected while each confirmed referral has its own owner, tasks, permissions, status, and completion rules.
PCP referrals
Make the specialist handoff visible.
Coordinate consultations, therapy, procedures or surgery, and hospital handoffs, then return a completion update to the referring clinic.
- Consultation and care-decision context
- Downstream provider coordination
- Closed-loop completion updates
LOP referrals
Keep case and care details together.
Track letter-of-protection authorization and treatment progress without exposing unrelated patient information to outside parties.
- Case and authorization tracking
- Progress reports and treatment costs
- Permission-scoped collaboration when enabled
Infusion referrals
Move from readiness to follow-up.
Connect medication and regimen review with the people, chairs, time, and safety steps required for an infusion visit.
- Medication and order readiness
- Chair, nurse, and visit coordination
- Administration, discharge, and follow-up
Beyond intake
The next step should never be a mystery.
Bring operational visibility and patient coordination into the same referral workflow, so teams can focus on the cases that need attention.
Talk through your workflowWorklists and visibility
View referrals by source, type, location, assignee, priority, and status. Exception views surface uncertain details for review.
Appointments and outreach
Coordinate referral visits in a shared calendar. When configured, offer appointment choices, confirmations, reminders, and human follow-up.
Documents and communication
Keep intake documents, approved referral materials, messages, and handoffs linked to the right referral with role-based access.
Connected clinical records
Optional EMR sync can move eligible appointments and approved information into mapped records. Authorized clinicians can use AI Scribe drafts when enabled.
Operational dashboards
Monitor referral volume, aging, exceptions, scheduling, workload, and completion in views filtered for each authorized team.
Scoped access and audit
Limit access by company, location, role, referral type, patient, and document category while keeping a history of key decisions.
Control and accountability
Automation with a human in the loop.
Low-confidence or conflicting details are surfaced for confirmation before they drive patient creation, routing, messaging, or care. Authorized users can review ownership, document history, communications, and audited decisions.
Referral types and optional capabilities depend on your organization’s configuration and rollout phase. Ask our team what is available for your workflow.
Common questions
Referral management, explained.
Can different referral types share the same patient record?
Yes. Shared patient information stays connected, while each confirmed PCP, letter-of-protection, or infusion referral can keep its own owner, tasks, permissions, and status.
What happens when intake information is uncertain?
Low-confidence extraction, patient matches, classification, and assignments can be sent to an authorized reviewer for confirmation before the next step.
Does Referral Management connect with scheduling and EMRs?
Scheduling, patient outreach, and EMR sync are available as connected capabilities when configured for an organization. Our team can discuss the specific workflow and rollout for your practice.
See what’s possible
Make every referral easier to move forward.
Show us how your team handles referrals today. We’ll walk through a workflow that fits your people and your patients.