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Clinical operations

Referral intake, coding and scheduling

A faxed or emailed referral is read, the record matched, urgency assessed against your own criteria, and the appointment offered — with anything ambiguous sent to a person instead.

260 hours saved a month
64% cost reduction on this process
12s average run time
5 nodes in the chain

The chain, end to end

01
Trigger
Referral received Fax, secure email or HL7 order.
02
Agent action
Extract and match Reads the document, matches the patient, structures the reason.
03
Logic router
Urgency assessment Against your written criteria. Anything unclear goes to a human, not to a guess.
04
Database write
Record write Structured referral filed with the source document attached.
05
Notification
Offer appointment Slot offered by the patient's stated channel.

Starts when

  • Inbox: referral received
  • HL7: order message

Ends with

  • Structured referral in the record system
  • Appointment offered to the patient
  • Ambiguous cases queued for a coordinator

A faxed or emailed referral is read, the record matched, urgency assessed against your own criteria, and the appointment offered — with anything ambiguous sent to a person instead.

Referrals Scheduling Clinical intake
All workflows