Manual referral workflows slow down patient access, overwhelm administrative teams, and create bottlenecks that harm clinical outcomes. HealOS addresses this issue with AI-powered referral management, designed specifically for modern healthcare. Automate referral intake, streamline processing, improve tracking, and reduce turnaround time from days to hours. Deliver faster care, consistent communication, and predictable referral outcomes without increasing staff workload.

Healthcare referral workflows break because they depend on manual steps and fragmented communication. HealOS solves these issues with intelligent automation.
| Challenge | Impact | HealOS Solution |
|---|---|---|
| Lost or delayed referral faxes | Missed care, frustrated patients | Automated referral capture |
| Manual referral intake | High admin workload | AI referral intake & tracking |
| Slow triage and routing | Treatment delays | AI referral processing |
| No referral visibility | Leakage and confusion | Real-time referral tracking |
| Inconsistent communication | Poor provider relationships | Automated updates |
HealOS delivers measurable impact, helping practices reduce delays, eliminate inefficiencies, and increase referral completion rates.
Everything your practice needs to automate referral intake, triage, processing, and tracking from end to end.

HealOS centralizes referral intake from every source: fax, email, EHR, direct messaging, scans, or uploads. Referrals move instantly into a trackable system that updates in real time, eliminating manual sorting and reducing processing time dramatically. The system automatically extracts and organizes referral details, matches referrals to the correct providers, tracks missing or incomplete documentation, flags urgent referrals in real time, and creates a structured digital referral record.
HealOS uses AI-based document processing to interpret clinical documents, classify referral types, and route them accurately. AI referral processing ensures fast triage, fewer errors, and consistent outcomes across every referral source. The system automatically reads faxed referrals using OCR, extracts clinical data with healthcare NLP, identifies specialty, procedure type, and urgency, validates insurance and demographics, and prepares referral data for scheduling.
Transform your referral workflow with AI-powered automation that improves patient access, reduces costs, and enhances operational efficiency
HealOS extracts referral details automatically, demographics, insurance, CPT/ICD codes, diagnoses, clinical notes, and referring provider information. Staff no longer spend hours entering data or sorting documents. Automated processing reduces referral delays and frees your team for higher-value tasks like care coordination and follow-up.
Improve referral turnaround time from weeks to days. Automated workflows help patients receive timely appointments, reducing dropout rates and improving satisfaction. HealOS accelerates communication, enabling patients to enter your care pathway quickly and confidently.
Referral leakage causes 55–65% of potential revenue loss in many healthcare systems. HealOS prevents leakage by: Tracking every referral, Providing real-time visibility, Ensuring complete documentation, Escalating stalled referrals, Preventing lost or misplaced cases, Better tracking means more completed referrals—and more revenue retained.
Referring providers expect quick communication and transparent updates. HealOS strengthens these relationships through automated notifications, accurate documentation, and timely processing. Faster workflows and consistent communication increase provider trust and referral volume.
HealOS verifies insurance automatically and detects missing documentation before referrals reach scheduling or billing. This ensures clean, complete referrals with: Correct insurance information, Required authorization details, Necessary clinical notes, Accurate demographic data. Fewer claim denials mean faster reimbursements and improved financial performance.
HealOS processes hundreds of referrals daily with no additional staffing required. AI automates intake, extraction, classification, and scheduling preparation. Practices can scale operations efficiently and continue accepting more referrals even during peak periods.
HealOS understands referral workflows, clinical terminology, CPT/ICD coding, specialty routing, and medical documentation much like an experienced referral coordinator.
HealOS integrates with Epic, Cerner, Athena, NextGen, Allscripts, DrChrono, eClinicalWorks, and 150+ healthcare systems. Referrals sync automatically with patient charts.
All referral data is protected by end-to-end encryption, secure storage, strict access control, and detailed audit logs.
Built for large healthcare systems and multi-specialty groups, HealOS delivers consistent performance even during high-volume periods.
"HealOS transformed the way we handle referrals. We used to lose referrals to delays and missing documentation. Now everything is automated, organized, and processed within hours. Our referring partners immediately noticed the faster turnaround time."
"We process more than 3,000 referrals a month, and HealOS made it possible without adding a single new staff member. Referral leakage has dropped dramatically, and our scheduling team finally has complete visibility from intake to completion."
"Our referral backlog used to take days to clear. HealOS reduced that to same-day processing, even during peak seasons. Insurance checks, chart creation, document extraction, everything is faster and error-free. It's been a game-changer for our workflow."
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