Automate Referral Management in Healthcare

Close Referral Loops Faster with HealOS.

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.

Why Referral Management in Healthcare Is Broken Today

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 for Referral Management Healthcare

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.

~21 Days
Typical Go-Live Timeline
90%+ of Referrals Tracked Automatically
Referral Automation Coverage
100% Pilot Graduation
Deployment Conversion Rate

How HealOS Automates Referral Management in Healthcare

Step 1

Referral Intake & Data Capture

HealOS ingests referrals from EHRs, faxes, portals, emails, and digital forms, capturing patient, provider, and clinical details automatically.

1
Step 2

Documentation & Requirement Validation

HealOS validates referral documentation, insurance requirements, and authorization needs, flagging missing items before referrals stall.

2
Step 3

Referral Routing & Coordination

HealOS routes referrals to the appropriate internal teams or external providers based on specialty, urgency, and payer rules.

3
Step 4

Scheduling & Follow-Up Automation

HealOS automates outreach, scheduling, and follow-ups to ensure referred patients are seen promptly and no referrals are forgotten.

4
Step 5

Referral Completion & Closure

HealOS tracks referral outcomes, confirms visit completion, and closes the referral loop with documentation synced back to originating systems.

5

Core Capabilities for Referral Management Healthcare

Swift Referral Identification

Swift Referral Identification

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

Pre-Filled Referral Documentation

Pre-Filled Referral Documentation

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

Payer-Specific Referral Rule Checks

Payer-Specific Referral Rule Checks

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

Real-Time Referral Submission

Real-Time Referral Submission

HealOS submits referrals instantly via fax, direct messaging, or EHR integrations, ensuring timely delivery, confirmation of receipt, and faster referral processing.

Referral Status Tracking & Alerts

Referral Status Tracking & Alerts

HealOS tracks referral status from submission through acceptance and completion, sending alerts when action is required to prevent bottlenecks and delays.

Denied Referral Handling & Resubmission

Denied Referral Handling & Resubmission

HealOS identifies referral denial reasons, guides corrective actions, and prepares resubmissions automatically to accelerate resolution and minimize delays in patient care.

Measurable Impact Across Care Coordination

Track real improvements with AI-powered referral management.

40%
Faster Referral Completion
20x
Faster turnaround time
100%
Accuracy in verification

Who HealOS Is Built For

Hospitals & Health Systems

Manage high-volume referrals across departments and networks.

Physician Groups

Ensure referrals are completed and documented accurately.

Behavioral Health Providers

Coordinate sensitive referrals with discretion and compliance.

Specialty Clinics

Accelerate referral intake and scheduling.

Telehealth Providers

Track referrals across virtual and in-person care pathways.

Security & Compliance

HIPAA Compliant

HIPAA Compliant

Secure PHI handling without storage

SOC 2 Type II Certified

SOC 2 Type II Certified

Independently audited enterprise security

Secure Authentication

SSO and multi-factor access controls

Frequently Asked Questions

Start Automating Referral Management in Healthcare

HealOS delivers AI-powered referral management healthcare that improves coordination, accelerates access, and closes referral loops without increasing administrative burden.