Referrals are critical to patient outcomes and revenue, yet referral workflows in healthcare remain fragmented and manual. Missing documentation, unclear ownership, delayed follow-ups, and poor visibility cause referrals to fall through the cracks. HealOS automates referral management healthcare workflows using AI. Our platform tracks referrals end-to-end, validates requirements, coordinates teams, and ensures every referral is completed, documented, and closed without manual chasing.
Healthcare organizations lose patients, revenue, and continuity of care due to inefficient referral workflows.
Manual referral tracking across systems
Missing clinical documentation or authorizations
Unclear referral ownership and follow-ups
Delays scheduling specialist appointments
Poor visibility into referral status
Lost or incomplete referrals
HealOS is an AI-powered referral management platform designed to automate referral intake, coordination, tracking, and closure. It connects referral sources, clinical documentation, scheduling, and payer requirements into one intelligent system, ensuring referrals move forward without delays or gaps.
HealOS ingests referrals from EHRs, faxes, portals, emails, and digital forms, capturing patient, provider, and clinical details automatically.
HealOS validates referral documentation, insurance requirements, and authorization needs, flagging missing items before referrals stall.
HealOS routes referrals to the appropriate internal teams or external providers based on specialty, urgency, and payer rules.
HealOS automates outreach, scheduling, and follow-ups to ensure referred patients are seen promptly and no referrals are forgotten.
HealOS tracks referral outcomes, confirms visit completion, and closes the referral loop with documentation synced back to originating systems.

HealOS analyzes scheduled appointments, diagnoses, and insurance rules to determine referral requirements before visits, ensuring compliance, reducing delays, and improving care coordination.

HealOS automatically populates referral forms with patient, provider, and clinical data from the EHR, eliminating manual entry errors and preventing incomplete referral submissions.

HealOS verifies payer referral requirements, network rules, and policy limitations to ensure referrals are compliant, in-network, and protected from avoidable denials.

HealOS submits referrals instantly via fax, direct messaging, or EHR integrations, ensuring timely delivery, confirmation of receipt, and faster referral processing.
HealOS tracks referral status from submission through acceptance and completion, sending alerts when action is required to prevent bottlenecks and delays.

HealOS identifies referral denial reasons, guides corrective actions, and prepares resubmissions automatically to accelerate resolution and minimize delays in patient care.
Track real improvements with AI-powered referral management.
Manage high-volume referrals across departments and networks.
Ensure referrals are completed and documented accurately.
Coordinate sensitive referrals with discretion and compliance.
Accelerate referral intake and scheduling.
Track referrals across virtual and in-person care pathways.

Secure PHI handling without storage

Independently audited enterprise security
SSO and multi-factor access controls
HealOS delivers AI-powered referral management healthcare that improves coordination, accelerates access, and closes referral loops without increasing administrative burden.