AI Referral Coordinator
Every Referral Triaged and Ready to Book
The patients who need you most are seen first, and no one slips through the cracks. Your AI Referral Coordinator works each referral the moment it arrives: it verifies insurance, sets urgency and a booking deadline, and creates the chart.
Emergent1referral
- D. BrooksRetinal detachmentSee today
Urgent2referrals
- Ana RiveraGlaucomaSee by Oct 14
- M. ChenCataractSee by Oct 16
Routine2referrals
- L. GomezCataract consultSee by Nov 3
- R. PatelBlepharoplastySee by Nov 7
Half of Referred Patients Never Complete a Visit
The work between receiving a referral and booking the patient is fragmented, manual and hard to track.
Urgent cases wait in the same queue as routine ones.
Leaders cannot see which referrals are stuck, or which referrers are sending fewer patients.
Built to Do the Whole Job,
Not Part of It
Reason for visit
AI reads each referral the moment it arrives, summarizes it and categorizes the patient’s problem, so anyone on your team can see at a glance why the patient was sent.
Urgency and priority
AI flags each referral emergent, urgent, high or routine. The queue is ordered so cases at risk of being missed are followed up first, and emergent cases go straight to staff.
Booking deadline
AI sets the date each patient must be booked by, from the referral, payer requirements, authorization timing and your practice’s rules, so no referral waits past its window.
Insurance coverage
AI verifies coverage as soon as the referral arrives and flags eligibility issues, so your team can resolve them before the patient is booked, not at check-in.
Chart creation
AI creates the new patient’s chart in your EHR from the referral, so your team doesn’t set it up by hand and the chart is ready before the first visit.
Referrer updates
AI keeps referring providers informed as their patient is contacted, booked and seen, so they know the patient is in good hands and keep sending patients to you.
What Your Team
Gets Back
Nothing sits unnoticed
Every referral is worked the moment it arrives, so none sit in a pile after they come in.
The right cases rise first
Urgent, aging and at-risk referrals go to the top, with full context for your staff.
Leadership has visibility
See which referrals become visits and which referrers drive patient volume.
- Less time spent on document work
- 85%
- Staff time back per provider each month
- 70 hrs
- Saved per provider each year
- $24K
Get Every Surgical Patient Ready, Without Another Hire
Book a demo to meet your AI Coordinators.




