Referral Management

Turn referrals from any source into accurate, ready-to-schedule orders, fast.

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Over a decade of experience and trusted by 900+ healthcare organizations

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The impact of automated referral management with PocketHealth

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Eliminate intake bottlenecks

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Cut rework from incomplete or duplicate requisitions

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Prevent schedule delays and exam cancellations

  • Eliminate intake bottlenecks

  • Cut rework from incomplete or duplicate requisitions

  • Prevent schedule delays and exam cancellations

Key capabilities

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High-accuracy data extraction

Extracts and standardizes patient, provider, exam and priority details so orders are complete and scheduling-ready.

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Multi-channel ingestion

Centralizes referrals from fax, email, EMR interfaces and external portals into one standardized intake workflow.

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Duplicate and completeness checks

Detects duplicates and missing information early to prevent double-booking and downstream rework.

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Eligibility and requisition readiness

Validates health cards and flags invalid or incomplete requisitions so only ready-to-schedule orders move forward.

Michael Reinkober Chief Executive Officer

“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
Read the customer story
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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.

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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 and telephony systems, so every workflow feels native and is automatically logged.

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Secure and reliable

  • Infrastructure designed to scale
  • DICOM, FHIR, HL7 and OAuth2.0 protocols
  • Seamlessly integrates with PACS/RIS/EHR
  • PHIPA-compliant and SOC2-certified

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Free your team to focus on care, not clicks

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A smiling healthcare clerk works at his desktop computer while sparkle icons and status pills float around him, reading: processing referral, scheduling patient and fulfilling image request. A smiling healthcare clerk works at his desktop computer while sparkle icons and status pills float around him, reading: processing referral, scheduling patient and fulfilling image request.