Referral Management

Secure, standards-based referral exchange using DirectTrust and IHE 360X, delivering acknowledgments, status updates, and documents across organizations.

Delivers context-aware guidance at order entry or chart review to recommend the correct referral type, destination, and required prerequisites.

Closes the referral loop by ensuring consult notes, imaging results, and attachments return to the originating chart.

Analyzes referral flow patterns to detect out-of-network leakage, uncover missed keep-in-network opportunities, and inform targeted access strategies.

Automates referral status transitions and notifications across systems, ensuring consistent communication and visibility throughout the referral lifecycle.

Automates the assembly of a complete, standards-based clinical packet, including indications, prior results, and required forms.

Guides patients through completing forms and uploading required documents before scheduling, creating a smoother, ready-to-schedule referral experience.

Matches referrals to the earliest appointments across locations, providers, and modalities.

Centralized dashboard for managing inbound and outbound referrals, combining specialty queues, ownership visibility, and SLA tracking into one workspace.

Launch assistant that guides clinicians to create complete, routable referrals, with required indications, documentation, and codes at the point of order.

Centralized tracking of prior authorization status, expirations, and required attachments, ensuring services stay compliant, billable, and on schedule.

Performs automated coverage verification and validation before scheduling or clinical review, preventing denials, cancellations, and patient delays.

Centralized referral intake hub with completeness validation, automated routing, and priority-based triage for faster, cleaner handoffs.

Connects care coordination and referral management systems for seamless, closed-loop handoffs and shared accountability.