Referral Automation One-Sheet

Referral Automation

Eliminate referral backlogs and make great first impressions

Discover how to turn 6-week referral backlogs into same-day patient contact by automating 75% of your intake process.

The Challenge: The High Cost of a Slow "Hello"

Manual referral processing creates backlogs, causes patients to seek care elsewhere, and consumes over 30 hours of staff time each week. Every week of delay increases the likelihood of patient abandonment by 15-20%, leading to significant lost revenue and damaged relationships with referring providers.

Our Solution: Intelligent, Automated Intake

The Digital Clinical Assistant (DCA) transforms referral intake into a streamlined, automated process. It ingests referrals from all sources, extracts key data, verifies insurance, and initiates patient outreach within hours—while flagging complex cases for staff follow-up.

How It Works

Intelligent Referral Ingestion

DCA automatically captures referrals from fax, electronic networks, and direct communications, organizing critical data for immediate action.

Automated Workflow Routing

Referrals are categorized by urgency, specialty, and insurance requirements, ensuring the right cases get prioritized without manual sorting.

Seamless EMR Integration

Referral data is entered into your EMR automatically with complete documentation, creating or updating patient records without manual effort.

Key Impact:

• 75% Effort Reduction

• Same-Day Patient Contact

• 1+ FTE Saved