HealOS
AI Referral Manager

Streamline referral management with AI automation

Automate referral intake, streamline processing, improve tracking, and reduce turnaround time from days to hours — without increasing staff workload.

+80 Integrations
EpicAthenaAdvancedMDDrChronoKareoeCW
AI Extraction
Smart Triage
Auto Routing
Notifications
Scheduling
Verification
90%
Reduction in referral processing time
83%+
Data extraction accuracy from referral docs
65%
Higher referral completion rates
2 min
Average end-to-end processing time

"We cut referral turnaround from 5 days to under 2 hours. The AI handles intake, triage, and tracking — our staff can finally focus on patient care."

Dr. Sarah Mitchell

Medical Director · Coastal Specialty Group

Verified

How it works

Step 1

Referral arrives from any source

Fax, email, EHR, direct messaging, scans, or uploads — all captured automatically into one system.

Step 2

AI extracts & classifies data

OCR and NLP interpret referral documents, extract demographics, clinical details, insurance info, and urgency level.

Step 3

Smart triage & routing

AI classifies by specialty, urgency, and payer — then routes to the right provider or department instantly.

Step 4

Track, notify & sync to EHR

Real-time status tracking, automated patient outreach, and seamless EHR integration for scheduling.

Everything your referral team needs

End-to-end automation for referral intake, processing, triage, and tracking.

Multi-Channel Referral Capture

Centralize all referral sources — fax, email, EHR, scanned PDFs, uploads, and API/HL7/FHIR integrations.

AI-Powered Data Extraction

Extract demographics, clinical details, insurance info, and provider details with 83%+ accuracy using OCR and NLP.

Smart Triage & Prioritization

AI triages referrals by urgency, specialty, and payer — ensuring urgent cases are never delayed.

Intelligent Referral Routing

Automatically route referrals to the correct provider, department, or location based on specialty and availability.

Real-Time Tracking Dashboard

Monitor every referral's status from intake to completion with live dashboards and analytics.

Automated Patient Outreach

Send scheduling confirmations, reminders, and follow-ups to patients automatically throughout the referral journey.

Document Processing & OCR

Interpret faxed referrals, scanned documents, and clinical notes — converting unstructured data into actionable records.

Insurance & Eligibility Validation

Automatically validate insurance coverage and eligibility before scheduling to reduce denials and delays.

How HealOS compares

FeatureHealOSReferralMDFibroblast
Multi-channel intake (fax, email, EHR)
AI data extraction (OCR + NLP)
Smart triage & prioritization
Automated patient outreach
EHR integrationDirect API + HL7/FHIR
Real-time tracking dashboard
Insurance validation
Starting price$0 (free tier)CustomCustom

See how AI streamlines your referral management —

Book a Demo

"Referral leakage dropped by 60% and our completion rates are higher than ever. HealOS transformed our referral workflow completely."

Amanda K.

Practice Manager · Midwest Orthopedics Network

Verified

Ready to automate your referral workflow?

Get started for $0 — no credit card needed.

Try for free