Every referral captured, routed, and closed
CoOrdio Referrals eliminates the manual chaos of referral intake — automatically capturing referrals from fax, portal, and EHR, extracting structured data, routing them to the right team, and tracking every one through to a closed loop.
Trusted by leading healthcare organizations
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"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, and of course the platform itself. It makes the human component even easier."
Roger Han
Chief Transformation Officer, KMH Cardiology
80%
Fewer errors in referral intake
30%
Productivity improvement
95%
Closed-loop referral rate
4×
Faster referral processing
The Problem
Referrals are your biggest source of silent revenue leakage
Up to 35% of referrals never convert to an appointment. The reason? Manual handoffs between unstructured faxes, phone calls, and EHR portals create blind spots where referrals — and the revenue attached to them — simply disappear.
Referral faxes sitting in a queue with no one assigned to process them
Incomplete referral packets requiring staff to call back the referring provider
No system to track whether a referred patient actually scheduled an appointment
Referral leakage to competing providers because follow-up is too slow
No visibility into which referring physicians send the most (or least) valuable referrals
Without CoOrdio Referrals
With CoOrdio Referrals
Capabilities
Close every referral loop — automatically
From first fax to final appointment, CoOrdio Referrals ensures zero referrals fall through the cracks.
Multi-Channel Referral Capture
Capture referrals from every source — fax (85%+ of volume), payer portals, direct EHR messages, and phone — and normalize them into a single structured workflow automatically.
Channels captured
AI Data Extraction & Validation
Our AI reads unstructured fax packets and portal referrals, extracts patient demographics, diagnosis codes, referring provider NPI, and insurance — then validates completeness before routing.
Fewer intake errors
Intelligent Workflow Routing
Each referral is automatically triaged and routed to the right specialty, provider, or scheduler based on urgency, insurance, diagnosis, and availability — no manual assignment.
Faster routing
Closed-Loop Tracking
Track every referral from receipt to appointment to outcome. Surface open referrals, identify why patients aren't scheduling, and alert staff before referrals go cold and revenue is lost.
Closed-loop rate
Referral Analytics Dashboard
See referral volume by source, specialty, payer, and provider. Identify referring physician relationships, track conversion rates, and spot revenue leakage from incomplete referral follow-through.
Referral visibility
EHR & PM Integration
Bidirectional integration with Epic, Athenahealth, eClinicalWorks, and 40+ systems — referral data flows directly into the patient record, scheduling system, and billing workflow.
EHR integrations
How CoOrdio Referrals works
Every referral captured, structured, and closed — without manual intervention.
Receive
Referrals arrive via fax, portal, or EHR message. CoOrdio Referrals captures every one automatically — no manual monitoring of fax machines or portal inboxes.
Extract & Validate
AI reads the referral packet, extracts all key fields, validates completeness, and flags missing clinical information or authorization requirements before processing.
Route & Schedule
The referral is routed to the right provider or scheduler with all patient information pre-populated. Scheduling can happen in minutes, not days.
Track to Close
Every open referral is tracked through appointment, outcome reporting, and care completion. Alerts surface referrals at risk of falling through the cracks.
See CoOrdio Referrals in action
Schedule a 30-minute demo and see how referrals go from fax queue chaos to structured, closed-loop workflows.
Referrals FAQ
CoOrdio Referrals: common questions
- What is CoOrdio Referrals?
- CoOrdio Referrals is an AI referral-management tool that automatically captures referrals from fax, payer portals, EHR messages, and phone, then extracts, routes, and closes the loop on every referral.
- How does CoOrdio Referrals reduce referral leakage?
- Up to 35% of referrals never convert to an appointment. Referrals raises the closed-loop rate to 95%+ (versus a 65% manual baseline) by tracking every referral from receipt to appointment to outcome.
- How much does CoOrdio Referrals improve accuracy and speed?
- Referrals reduces intake errors by 80%, improves staff productivity by 30%, and processes referrals 4x faster than manual handling.
- 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 capture from?
- Referrals captures from every source — fax (85%+ of volume), payer portals, direct EHR messages, and phone — and integrates bidirectionally with Epic, Athenahealth, eClinicalWorks, and 40+ systems.