Every healthcare system we build is fully HIPAA compliant, and clinical decisions stay with your staff.
Every channel into one referral queue
Faxes, portal referrals, emails and phone notes land in one queue. Where it helps, AI reads the document and suggests the patient, reason and missing items, and a coordinator confirms before anything is saved.
- Fax and e-fax inboxes
- Referral portals and email
- Phone notes from the front desk
- Outgoing referrals to specialists
A status and an owner on each referral
Each referral moves through stages your team defines, such as received, records requested, insurance checked, scheduled and seen. Anything stuck past its due time rises to the top of the owner's list.
- 1 Received
- 2 Records gathered
- 3 Insurance cleared
- 4 Scheduled
- 5 Sender notified
The referring office hears back
When the patient is scheduled and seen, the referring provider gets an update. Leaders see which referral sources send the most patients and where referrals are lost.
✕Faxes stacked on a desk
✓One queue with suggested matches
✕Status lives in a coordinator's head
✓Stages and owners everyone can see
✕Referring offices call for updates
✓Updates sent when the patient is seen
The system handles
- Logging new referrals as they arrive
- Moving overdue referrals to the top
- Sending progress notes to referring offices
Your people decide
- Clinical urgency and triage
- Insurance calls and appeals
- Scheduling conversations with patients
