Automated referral management for healthcare
Keep patients in-network. Reduce leakage by 40%. Get specialist appointments scheduled 60% faster with automated referral management software.
OceanMD
eReferral Network
AI handles 90%+. You handle exceptions
Human-in-the-loop workflow. AI automates intake to closure. Coordinators focus on high-value tasks.
AI Heavy Lifting
Intelligent Intake
AI automatically ingests referrals from EHR, fax, or email and extracts structured data. Coordinators only review exceptions.
Zero manual data entry
Auto-extract from any source
Review exceptions only
OCR Extraction
Fax
EHR
Email
Scanned Document
Extracted Data
Patient
Sarah Johnson
Dx
Chest pain
Insurance
Blue Cross
Referring
Dr. Thompson
Fields extracted12/12
OCR confidence97.4%
47 processed today
Auto-extracted
AI Copilot
Smart Routing
AI instantly recommends specialty, urgency, and best-fit facility based on insurance, location, and capacity. 90%+ flow straight through.
90%+ auto-approved
Real-time capacity checks
Auto-fetch missing labs
Routing Decision
Incoming ReferralREF-2847
Sarah Johnson, 38F
Chest pain, SOB, abnormal ECG
SpecialtyCardiology
UrgencyUrgent
Routed toDr. A. Chen
Confidence92%
143 of 156 auto-routed
Auto-approved
AI Automated
Voice AI Assistant
Voice AI handles patient calls, SMS, and email. Auto-follows up with specialists and patients until scheduled. Human escalation only when needed.
Voice + SMS + Email
Auto-retries until response
Natural conversations
Outreach Log
Sarah JohnsonVoice
Appointment confirmed
Patient
2:04 PM
SMS
Confirmation link sent
Patient
2:01 PM
Email
Referral packet delivered
Dr. Chen
1:58 PM
Fax
Lab results requested
Records
1:55 PM
89 conversations today0 escalations
AI Orchestration
Auto-Scheduling
AI books appointments directly into specialist calendars. Detects conflicts and queues fallback tasks for coordinators.
Direct calendar booking
Conflict detection
Fallback to human only
Scheduling
Nov 3 – 9, 2025
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
Sat
8
Sun
9
Dr. Chen
Tue 2:00 PM
Booked
Dr. Smith
Conflict
Queued
Dr. Lee
Searching...
Pending
124 booked today3 pending
AI Driven
Auto-Closure
AI requests consult notes, parses them, and routes back to referring provider. Marks referrals complete automatically.
Auto-fetch consult notes
Parse & route results
Zero manual closure
Closure Pipeline
REF-2847Request consult note
Sent to Dr. Chen
Receive & parse note
AI extracting findings
Route to referring provider
Waiting
Mark referral complete
Waiting
98 closed todayAvg 4.2 hrs
Coordinator Cockpit
Exception Queue
Real-time dashboard shows completed, in-progress, and exception cases. Coordinators review only the flagged 5-10% of referrals.
5-10% need human review
Real-time status tracking
Focus on high-value tasks
Today's Overview
142
Completed
11
In Progress
3
Exceptions
156 total referrals91.0% complete
Missing insurance info
REF-2851
Specialist unavailable
REF-2849
Incomplete lab results
REF-2844
Only 1.9% need review3 pending
How it works
Five seamless steps. Fully automated. Human oversight only when needed.
STEP 01Multi-Channel Capture
Referral Intake
Referrals flow in from EHR, fax, email, or API. AI automatically extracts patient demographics, insurance information, and clinical notes—no manual entry required.
Auto-extract from any source
Validate demographics & insurance
Flag incomplete records instantly
Measurable outcomes
Data-backed improvements across every metric that matters.
+40%
Referral Completion Rate
Percentage of referrals that result in scheduled and completed appointments.
Higher completion = better access, lower leakage, more revenue captured.
-40%
Time to Schedule
Average time from referral submission to appointment scheduling.
Faster scheduling reduces patient drop-off and improves access to care.
-65%
Referral Leakage Rate
Percentage of referred patients who never see a provider in-network.
Prevents lost revenue and maintains patient continuity.
40-60%
Coordinator Time Saved
Reduction in manual admin hours spent on referrals.
Time redirected to higher-value patient tasks.
+55%
Referral Loop Closure
Percent of referrals with completed consult notes sent back to referring provider.
Essential for quality tracking, value-based care, and patient safety.
+25-35%
Patient Engagement Rate
Response rates to AI-driven outreach via SMS, email, and voice.
High engagement reduces friction and improves patient satisfaction.
-30%
Cost Per Referral
Administrative cost required to fully process one referral.
Quantifies ROI of automation and eliminates manual triage.
Results backed by peer-reviewed research and real-world implementations.
Consultation Available
Ready to transform referrals?
See how AI can automate 90% of your referral workflow. Free consultation. No commitment.
45min consultation
2-3 week deployment
ROI guaranteed