Patient Referral Manager

Streamlined Patient Referral Manager for Coordinated, Timely Care

Simplify referral workflows, reduce care delays, and ensure seamless coordination between providers with a smart, EHR-integrated Patient Referral Manager.

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What is Patient Referral Manager?

Patient Referral Manager is a powerful accelerator from HealthConnect CoPilot that digitizes and automates the patient referral process across your care network. From referral creation to closure, it enables intelligent routing, real-time updates, and EHR-integrated workflows—making every referral traceable, accountable, and faster to complete.

Built with HIPAA compliance, HL7/FHIR interoperability, and customizable routing logic, this solution boosts provider collaboration, improves patient access to specialists, and helps reduce care leakage.

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Problem–Solution Fit

Solving Inefficiencies in Patient Referral Management

The ProblemThe Solution
Manual coordination slows down care transitionsAutomated referral creation and intelligent routing
Poor communication causes delays or no-showsReal-time updates and shared referral status dashboards
No visibility into referral progressEnd-to-end tracking with smart alerts and audit trails

Why Choose Patient Referral Manager?

35%
Improvement in referral completion rates through automated tracking
50%
Less time spent by staff on managing intake and status updates
2x
Faster scheduling and appointment confirmation

What Are the Benefits of Patient Referral Manager?

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Automated Referral Intake & Routing

Create, triage, and assign referrals based on specialty, provider availability, and insurance compatibility.

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Real-Time Visibility & Alerts

View progress at every stage—submission, acceptance, appointment booked, and care completed.

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Improved Coordination Across Care Settings

Keeps both referring and receiving providers informed with updates and shared documentation.

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Data-Driven Referral Insights

Access referral analytics to understand bottlenecks, conversion rates, and provider performance.

See How We’re Making a Difference

 “Within the first month, Patient Referral Manager improved referral tracking by 48% and cut appointment delays in half.”
— Referral Coordinator, Urban Primary Care Network

How Patient Referral Manager Works?

EHR integration
1

Connect

Integrate with EHRs like Epic, Cerner, and Athena via FHIR and HL7.

Enhanced-Patient-Engagement
2

Activate

 Auto-generate or manually input referrals through clinician portal or intake staff.

Patient Engagement
3

Engage

System triages referrals based on specialty, location, insurance, and availability.

AI Deployment Platform
4

Monitor

Track referral progress, confirmations, and status changes via real-time dashboard.

Why We’re Your Greatest Fit

We don’t just deliver solutions we build partnerships that drive transformation. With a proven track record in healthcare technology, we understand the industry’s unique challenges and offer customized solutions to help you achieve breakthroughs.

Ready to Improve Your Patient Referral Outcomes?

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Compliance-Driven Services!

Our developers are HIPAA certified and skilled in various healthcare regulations, including GDPR and HITECH. We create HIPAA-ready solutions, ensuring security and compliance with all necessary standards. Trust us to deliver robust, compliant healthcare software that protects patient data.

Our Clients

Our Partner Ecosystem

EHRs

API Platform

Wearables

Cloud

End-to-End Healthcare Technology Services

We go beyond core healthcare solutions by offering a comprehensive suite of technology-driven services that enhance scalability, efficiency, security, and user experience.

  • Product Engineering
  • AI/ML Solutions
  • Cloud Solutions
  • Integration Solutions
  • Data Analytics & Reporting
  • Compliance & Security
  • Telehealth Solutions
  • mHealth Application
  • Clinical Decision Support System

From concept to deployment, we design and develop high-performance digital health products tailored to industry needs. Our approach focuses on scalability, security, and compliance, ensuring seamless functionality and a strong foundation for growth.

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We provide custom AI/ML development services to help healthcare organizations automate workflows, enhance clinical decision-making, and extract actionable insights from data. Our expertise includes predictive analytics, NLP for medical records, and AI-powered automation tailored to your needs.

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We help businesses migrate, build, and optimize healthcare applications on cloud platforms while ensuring compliance and security. Our cloud services include architecture design, DevOps automation, and scalable infrastructure management for seamless performance.

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We enable secure and efficient integrations across EHRs, medical devices, third-party APIs, and digital health platforms. Our team ensures data interoperability using FHIR, HL7, and custom API development, reducing silos and improving workflow efficiency.

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We offer data engineering, analytics, and reporting services to help healthcare organizations harness their data effectively. Our team develops real-time dashboards, predictive models, and automated reporting to support better decision-making.

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We help businesses meet HIPAA, GDPR, and other regulatory requirements by integrating security best practices into development. Our services include risk assessments, DevSecOps implementation, and data protection strategies for secure digital health solutions.

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We help organizations design, develop, and integrate telemedicine platforms with features like video consultations, remote patient monitoring, and secure data exchange. Our services ensure seamless connectivity while maintaining compliance with healthcare regulations.

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We provide end-to-end mHealth app development services, designing secure, user-friendly, and HIPAA-compliant mobile solutions for healthcare providers, patients, and caregivers. Our services include custom app design, wearable integrations, remote monitoring, and telehealth features to enhance patient engagement and care accessibility.

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We develop custom Clinical Decision Support Systems (CDSS) that provide real-time insights, AI-driven recommendations, and predictive analytics to improve patient outcomes. Our solutions integrate seamlessly with EHRs and existing healthcare systems, reducing cognitive load and enhancing clinical decision-making.

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Frequently Asked Questions

What is a Patient Referral Manager?

A Patient Referral Manager is a software tool or digital system that helps healthcare providers track, manage, and coordinate patient referrals between primary care physicians, specialists, and other healthcare services. It ensures that referrals are processed efficiently, reducing delays in patient care.

What are the key features of a Patient Referral Manager?

Common features include referral tracking, automated notifications, integration with EHR/EMR systems, analytics dashboards, referral status updates, document sharing, and communication tools for providers and patients.

How does it benefit healthcare providers and patients?

It streamlines referral workflows, reduces manual follow-ups, minimizes referral leakage, and improves care coordination. For patients, it ensures quicker access to specialists and better communication between their care teams.

Is a Patient Referral Manager HIPAA-compliant?

Yes, reputable systems are designed to comply with HIPAA and other healthcare data privacy regulations. They use encryption, access controls, and secure data storage to protect sensitive patient information.

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