Referral Automation

The Challenge

The referral process can take around 2 weeks to a few months to complete depending on the size of the referral queue at both the referring physician and Specialist office.  Once the patient is scheduled, it is up to the specialist and their staff to complete the process– documenting the visit and following up with the referring physician.

The traditional referral process has significant room for error

  • Errors in documentation
  • Missed phone calls by the patient
  • Overlooked or accidentally deleted/shredded faxes
  • Time delays that cause the patient to abandon treatment or seek treatment directly through an out-of-network specialist

The Solution

Automate the referral intake process includes ingestion of faxes, a tracking system for referral completion, correspondence, and scheduling automation.


  • Prevent referral leakage and care abandonment
  • Eliminate the need for faxes and multiple time consuming phone calls
  • Integrates within your current systems and workflows (including processing faxes)
  • Create awesome first impression with new patients and grow annual revenue

Optimizing Clinical Referrals with Intelligent Automation

Most healthcare providers are stuck using the fax machine for both outgoing and incoming referrals. Unfortunately, this process holds a significant risk for referral leakage- the dropoff of communication between referring physician, specialist, and the patient. Optimizing the referrals process with electronic referrals or automating fax portals between a practice’s Electronic Medical Record (EMR) can reap significant benefits for providers and patients regarding outcomes, satisfaction, and revenue/savings.

Improve lives and increase revenue utilizing The Digital Clinical Assistant

Reclaim invaluable hours for patient care utilizing our custom referrals automation workbench

Download the solution overview now!

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