Referral Management Module

Close the Referral Loop with Intelligent Coordination

End-to-end referral tracking with smart patient matching, SLA management, and seamless UM integration. Complete visibility from intake to completion.

Full
Lifecycle Tracking
end-to-end visibility
SLA
Management
configurable targets
Smart
Patient Matching
AI-powered
UM
Integration
case management
Status Tracking

Complete Referral Lifecycle Visibility

Track every referral through its complete journey with clear status indicators and automatic progression.

Pending
Scheduled
In Progress
Completed
On Hold
Cancelled
Core Capabilities

Comprehensive Referral Management

From intake to completion, manage every aspect of the referral coordination process.

Work Queue Management

Centralized work queues with priority-based sorting, assignment rules, and real-time status updates for your referral coordinators.

Fullqueue visibility
Priority sorting
Auto-assignment
Status tracking
Team workload

Intelligent Patient Matching

AI-powered patient matching suggests the best specialists based on location, availability, insurance, and clinical needs.

Smartmatching algorithm
Location-based
Insurance match
Specialty fit
Availability check

SLA Management

Configurable SLA targets with visual indicators, automatic escalations, and proactive alerts before deadlines breach.

FullSLA tracking
Custom targets
Visual indicators
Auto-escalation
Proactive alerts

Case Management Integration

Seamless integration with Utilization Management for complex cases requiring clinical review and authorization.

UnifiedUM workflow
Clinical review
UM cases
Authorization
Documentation
Referral Workflow

Streamlined Referral Journey

Every referral follows a clear, trackable path from receipt to completion.

1

Referral Received

Incoming referral captured

2

Patient Matched

AI suggests best match

3

Scheduled

Appointment coordinated

4

Completed

Loop closed with referring

Smart Features

Intelligent Referral Coordination

AI-powered features help you match patients to the right providers and keep everyone informed throughout the process.

Provider Network

Maintain a comprehensive directory of specialists with availability, insurance acceptance, and quality metrics.

Provider profiles
Availability calendar
Insurance networks
Quality scores

Smart Recommendations

AI analyzes referral requirements and suggests optimal providers based on clinical needs and logistics.

Clinical matching
Distance optimization
Wait time analysis
Preference learning

Automated Communication

Keep patients and providers informed with automated status updates, reminders, and follow-up notifications.

Patient notifications
Provider updates
Appointment reminders
Loop closure
Differentiators

Why Choose Our Referral Solution

Purpose-built for healthcare referral coordination with enterprise-grade features.

Real-Time Updates

Instant visibility into referral status changes

Advanced Search

Find referrals by patient, provider, or status

EHR Integration

Seamless data flow with clinical systems

Turnaround Tracking

Monitor time-to-appointment metrics

Smart Alerts

Proactive notifications for action items

Analytics Dashboard

Track volume, outcomes, and performance

ROI Impact

Transform Your Referral Process

  • Eliminate lost or forgotten referrals
  • Reduce time-to-appointment significantly
  • Improve patient satisfaction scores
  • Strengthen provider relationships
  • Complete visibility into referral status
Closed
Loop
Complete referral tracking

Enterprise-Grade Security

HIPAA Compliant
Full Audit Trail
Role-Based Access
Secure Messaging
Multi-Tenant

Ready to Close the Referral Loop?

See how our intelligent referral management can transform your coordination workflow. Schedule a personalized demo today.

Contact Sales
Call Our Experts!