Referral Management
Turn referrals from any source into accurate, ready-to-schedule orders, fast.
Over a decade of experience and trusted by 900+ healthcare organizations
The impact of automated referral management with PocketHealth
Eliminate intake bottlenecks
Cut rework from missing or duplicate orders
Prevent scheduling delays
Eliminate intake bottlenecks
Cut rework from missing or duplicate orders
Prevent scheduling delays
Key capabilities
High-accuracy data extraction
Extracts and standardizes patient, provider, exam and priority details so orders are complete and scheduling-ready.
Multi-channel intake
Centralizes referrals from fax, email, EMR interfaces and external portals into one standardized intake workflow.
Duplicate and completeness checks
Detects duplicates and missing information early to prevent double-booking and downstream rework.
Coverage and auth readiness
Triggers eligibility checks and authorization steps so only ready-to-schedule orders move forward.
“My goal was always to redeploy our team to higher-value work, the kind of work that genuinely moves the needle for patients.”
99%+ Referral parsing accuracy
4.5/5 Patient booking rating
Purpose-built around how your teams actually work
Automates work within your standard operating procedures, acting like an extra set of hands, not a new system.
End-to-end workflow automation
Orchestrate full workflows across systems, replacing point solutions and manual workarounds.
Configurable AI teammates
Adapt healthcare-trained agents to your systems, sites and policies, so they operate seamlessly, like your best staff.
Outcome based pricing
Pricing aligned to your outcomes. You only pay when the work actually gets done, not per user, not per attempt.
Works with your systems
Works across your existing EMR, PACS, referral intake, pre-authorization and telephony systems, so every workflow feels native and is automatically logged.
End-to-end workflow automation
Orchestrate full workflows across systems, replacing point solutions and manual workarounds.
Configurable AI teammates
Adapt healthcare-trained agents to your systems, sites and policies, so they operate seamlessly, like your best staff.
Works with your systems
Works across your existing EMR, PACS, referral intake, pre-authorization and telephony systems, so every workflow feels native and is automatically logged.
Outcome based pricing
Pricing aligned to your outcomes. You only pay when the work actually gets done, not per user, not per attempt.
Secure and reliable
- Infrastructure designed to scale
- DICOM, FHIR, HL7 and OAuth2.0 protocols
- Seamlessly integrates with PACS/RIS/EHR
- HIPAA-compliant and SOC2-certified
