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Streamline patient referral workflows
Automate referral intake across fax, voice, and EDI with AI agents that receive, validate, and route referral data in real time.
Data harmonization
Multichannel referral intake
Receive referral data and documentation via fax, voice, or EDI, with AI normalizing inputs across all formats and initiating the intake workflow for each submission.
Custom parsing
Document extraction
Extract patient details, clinical documentation, and referral source and validate completeness against the provider's acceptance criteria.
Human in the loop
Acceptance decision routing
Confirm referrals criteria automatically and escalate cases requiring clinical review to the appropriate staff member with the full referral package assembled.
Structured entry
Patient record creation
Store accepted referral data in structured format in the provider system, with all documentation indexed and linked to the patient record for immediate clinical staff access.
Automated next steps
Follow-on action triggering
Trigger scheduling outreach, intake form distribution, and care team notification automatically upon acceptance, so no accepted patient waits on a manual handoff.
Audit-ready
Referral audit & logging
Log every referral with channel source, documentation status, decision, and timestamp for compliance requirements and referral performance reporting.
