AI Referrals Agent That Extracts, Sorts & Moves Referrals in Minutes, Not Days
ScribeHealth’s Referrals Agent automates the entire referral intake process — from document ingestion to patient outreach and EHR-ready scheduling prep. Reduce admin time, eliminate bottlenecks, and help patients get seen faster.
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Fax. Email. Upload. AI Handles It All.
The Referrals Agent accepts documents from any channel — fax, email, or upload — and instantly extracts all critical data: patient demographics, clinical context, insurance, and more. No more manual triage.
🟪 95% extraction accuracy
🟪 Works with eFax, shared inboxes, and direct uploads
🟪 Extracts clinical + insurance metadata in seconds
Classifies and Tags Every Referral with Clinical Precision
Our AI applies specialty-specific logic to accurately classify referrals by procedure type, urgency, prep needs, and care pathway — then flags anything that’s incomplete or urgent.
✅ Orthopedics, GI, Cardiology & 40+ specialties
✅ Prioritizes high-risk or time-sensitive cases
✅ Configurable rules per department
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Automatically Gathers Missing Info and Preps Your Team
Missing insurance? Need pre-op imaging? The Referrals Agent contacts patients via voice or text to collect any gaps — then hands it to your team in a clean, sortable dashboard.
🟪 Multi-channel patient outreach
🟪 Custom dashboards by role or location
🟪 Fully documented in your EHR or intake system
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What is the ScribeHealth Referrals Agent?
An AI system that transforms chaotic referral workflows into streamlined, automated processes.
The ScribeHealth Referrals Agent handles every step of referral management automatically. This intelligent medical referral automation receives referral documents, extracts patient data, classifies referrals by urgency, follows up with patients, and prepares complete cases for scheduling. Whether referrals arrive via fax, email, or electronic systems, the healthcare AI processes everything seamlessly.
The automated referral processing system contacts patients to verify information and gather additional symptoms. It creates comprehensive patient files with organized clinical summaries that integrate directly with your practice management system. Your clinical team receives fully prepared cases instead of scattered paperwork.
The result? Faster patient access to specialty care, reduced administrative work, and referral workflows that actually work for both referring providers and your practice.
Is It Safe?
Yes — Built for Clinical Operations at Scale
Our Referrals Agent is designed for specialty practices that demand both security and operational efficiency.
HIPAA-Compliant Referral Processing
Complete HIPAA protection with end-to-end encryption and secure data handling throughout the entire referral intake process. Medical referral security protocols protect sensitive patient information from document receipt through scheduling coordination.
Specialty-Trained Healthcare AI
Specifically trained on specialty workflows and clinical requirements. Whether managing cardiology, orthopedic, or mental health referrals, the system understands unique documentation and patient preparation needs for your medical specialty.
Transparent Audit Trails and Dashboards
Comprehensive logging provides visibility into referral processing times and workflow efficiency. Healthcare administrators can track volumes, monitor speeds, and optimize referral-to-appointment timelines for quality improvement.
Seamless Practice Management Integration
API connectivity integrates with popular practice management systems and EHR platforms. Automated referral workflow connects with existing scheduling and documentation systems without disrupting operations.
Standard Communication Support
Works with current fax, email, and electronic referral platforms. Adapts to how referring providers send referrals while dramatically improving processing efficiency.
Clinics Use ScribeHealth Referrals Agent to Eliminate Backlogs
🟣 80% reduction in manual triage — MedCore 🟣 2-minute average intake time per referral — Optima Health 🟣 95% extraction accuracy — Evergreen Ortho
What used to clog our system now just... flows
“Our referral processing went from 2 days to 2 minutes. We no longer have to chase missing data — it’s all handled before it hits our dashboard.”
Dr. Nisha Sharma
Cardiology
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This isn’t about working faster — it’s about working smarter
“We scaled our intake team without hiring. The AI sorts by urgency, flags missing info, and fills our calendar faster than any human ever could.”
Clinic Operations Lead
GI Network
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Trusted by leading healthcare providers to automate workflow
Frequently Asked Questions
The Referrals Agent handles medical referrals across 40+ specialties including gastroenterology, orthopedics, cardiology, neurology, women's health, and more. This automated referral management system adapts to each specialty's requirements and clinical workflows. You can customize processing rules, priority classifications, and documentation requirements based on your practice's protocols.
Through multiple channels — traditional fax, email, eFax, direct uploads, or API integrations with referring practices. This medical document processing technology automatically parses all formats and extracts relevant patient information and clinical data. The referral automation system works with your existing communication methods, so referring providers don't need to change their submission processes.
Yes — the Referrals Agent proactively contacts patients using AI voice calls or secure SMS to gather missing information. This automated patient outreach requests incomplete insurance details, required forms, imaging results, or symptom updates. The healthcare communication AI reduces scheduling delays by ensuring complete referral packets before clinical review.
All information integrates directly with your EHR, practice management platform, or clinical dashboard through seamless healthcare technology integration. The automated referral workflow creates structured patient records and scheduling-ready appointments in your existing systems, eliminating manual data entry and processing errors.