Capture & Structure
Bring referrals from fax, portals, EHR messages, and phone-assisted workflows into one structured intake process.
CoOrdio Referrals
Referral Management Automation
Coordinate referrals from intake to outcome
CoOrdio Referrals captures incoming referrals, structures key information, routes work to the appropriate team, and keeps follow-up visible through scheduling and outcome.
Trusted by leading healthcare organizations
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RH
"We deal with 55,000 pages of fax per month. Being comfortable with referral-based organizations like ours—that's really what stuck with me about OpenBots."
Roger Han
Chief Transformation Officer, KMH Cardiology
Capabilities
Coordinate every referral handoff
Connect intake, validation, routing, and follow-up in one referral workflow.
Validate & Route
Extract key referral details, flag missing information, and route work based on specialty, insurance, diagnosis, urgency, and configured rules.
Track & Follow Up
Follow referral status from receipt through scheduling and outcome, with work queues and visibility for referrals that need attention.
How CoOrdio Referrals works
A connected process for receiving, validating, routing, and following up on referrals.
1
Receive
Referrals arrive via fax, portal, or EHR message and move into a shared intake workflow for processing.
2
Extract & Validate
AI reads the referral packet, extracts key fields, and flags missing clinical information or authorization requirements for review.
3
Route & Schedule
The referral is routed to the appropriate provider or scheduler with available patient information organized for follow-up.
4
Track to Close
Open referrals remain visible through appointment and outcome workflows, with alerts for items that may require follow-up.
See CoOrdio Referrals in action
See how Referrals can connect intake, validation, routing, scheduling, and follow-up within your existing operations.
Referrals FAQ
CoOrdio Referrals: common questions
- What is CoOrdio Referrals?
- CoOrdio Referrals is an AI-assisted referral management tool that captures incoming referrals, structures key information, routes work, and tracks follow-up.
- How does CoOrdio Referrals support closed-loop workflows?
- Referrals tracks status from receipt through scheduling and outcome, helping teams identify open items and referrals that require additional follow-up.
- How does CoOrdio Referrals validate intake information?
- Referrals can extract key fields from incoming documents and flag missing information for staff review before the referral moves forward.
- What data does CoOrdio Referrals extract from fax referrals?
- It reads unstructured fax packets and portal referrals and extracts patient demographics, diagnosis codes, referring provider NPI, and insurance — then triages and routes each referral to the right specialty, provider, or scheduler.
- Which channels does CoOrdio Referrals support?
- Referrals can support fax, payer portals, EHR messages, and phone-assisted intake. Integration options are tailored to each organization’s systems and workflows.