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
eFax
Incoming
Epic EHR
Syncing
Direct
Email
PROCESSING
PatientSarah J.
DOB10/12/87
Structured HL7
100% 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
Referral Analysis
CardiologyUrgent< 10 mi
Mercy Hosp.
3w wait
42% Match
MATCHED
Dr. Chen
Cardiology Dept
Available Tmrw
Dr. Smith
Out of Net
15% Match
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
Trigger
Patient Outreach
Email
ACTIVE
Voice AI
SMS
AI Agent
Success"Perfect, I've booked you with Dr. Chen for tomorrow at 2:00 PM."
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
Pending Action
Schedule: Sarah J. (Cardiology)
CALENDAR SYNC
1:00
1:30
2:00
2:30
Found Optimal Slot: 2:00 PM
Patient SMS
EHR Calendar
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
Appointment Completed
Dr. Chen (Cardiology)
Fetch Consult Note
Parse Findings
COMPLETE
Referral Closed
Routed back to PCP
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
156
Total Referrals
142
Automated
92% Flow-through
NEEDS REVIEW
3
Exceptions
Missing insurance card
Illegible handwriting
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