Referrer · Referral Agent

Turn incoming referrals into first visits

The Referrer logs referrals from referring offices, requests missing records, and offers patients a first visit within the practice's rules.

Beta

The Referrer introduces itself as an AI assistant for your practice on every call and message, and hands off to your staff whenever someone asks.

Book a demo See how it's measured

The workflow

The Referrer is in beta. We configure the workflow with each practice during onboarding, and the steps below run on the rules the practice approves.

  1. 01

    Log the referral

    A referral arriving by fax, portal, or phone from a primary care office or hospital is recorded with its source and date.

  2. 02

    Check it against the practice's list

    The agent compares what arrived with the records the practice requires, such as recent eGFR and creatinine results, visit notes, and insurance details.

  3. 03

    Send urgent and incomplete referrals to staff

    A referral marked urgent, or one the referring office cannot complete, becomes a staff task with the referral attached.

  4. 04

    Offer the first visit and close the loop

    After staff clear the referral, the agent offers the patient a first visit within office-approved rules and tells the referring office where it stands.

What the agent handles

A referral that arrives but never turns into a scheduled visit is lost revenue the practice rarely sees, the same leak described in [what a missed call costs a nephrology practice](/blog/cost-of-a-missed-call-nephrology-practice/). For [nephrology practices](/specialties/nephrology/), the referral is often the first contact with a patient who stays for years.

  • One referral log

    Referrals from fax, portal, and phone recorded in a single list.

  • Records checked on arrival

    Labs, notes, and insurance compared with what the practice asks for.

  • Missing records requested

    The referring office asked for what is still outstanding, and asked again on the practice's schedule.

  • A first visit offered

    Patients contacted and offered a slot inside the rules the office approves.

  • Referring office updated

    The sending office told when the patient is scheduled or the referral stalls.

  • Status on every referral

    Received, waiting on records, with staff, or scheduled, visible to the team.

Staff decide what is urgent

The agent handles the paperwork and the phone calls around a referral. It does not triage patients, judge clinical urgency, or decide whether a referral is appropriate. Those calls belong to the practice's staff and providers.

In beta, we set up the referral channels and rules with each practice during onboarding.

  • No clinical triage

    It does not read a lab value or a note and decide how soon a patient should be seen.

  • Urgent notes go to people

    A referral the sender flags as urgent goes straight to staff with the referral attached.

  • Staff clear the referral

    Incomplete or unusual referrals wait on a person before anyone contacts the patient.

  • The practice's rules govern

    Which records are required and which slots new patients can take stay the practice's decision.

What the practice can measure

Every referral leaves a record the team can review:

  • Referrals received

    Logged by source and channel.

  • Records outstanding

    Which referrals are waiting on labs, notes, or insurance.

  • Referrals sent to staff

    Urgent or incomplete referrals, with the reason.

  • First visits scheduled

    Referrals that became a visit on the calendar.

  • Referring offices updated

    Status sent back to the sender.

These are recorded workflow outcomes, not promised conversion rates.

FAQ

Frequently Asked Questions

Yes, in beta. Practices can use it today, and we configure the referral workflow with each one during onboarding. Book a demo to see it on your own referral flow.

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