Features

Everything You Need to Automate Referrals

A comprehensive suite of tools designed specifically for private practices — from browser extension to analytics dashboard.

Browser Extension Overlay

Works directly inside your existing EHR via Chrome. No platform migration, no API integration project, no IT department required. Install and go.

  • One-click Chrome install
  • Auto-detects your EHR (Athena, eCW, Epic, etc.)
  • Activates when you open a patient chart
  • Zero disruption to existing workflows
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One-click Chrome install
Auto-detects your EHR (Athena, eCW, Epic, etc.)
Activates when you open a patient chart
Zero disruption to existing workflows

AI-Powered Specialist Matching

Our intelligent matching engine recommends the best in-network specialists based on quality scores, patient insurance, wait times, and distance.

  • Quality-weighted recommendations
  • Insurance network verification
  • Wait time and availability data
  • Patient distance optimization
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Quality-weighted recommendations
Insurance network verification
Wait time and availability data
Patient distance optimization

Prior Authorization Auto-Fill

Automatically detects when a PA is required, pre-fills the authorization form with clinical data, and submits across payer portals in seconds.

  • Auto-detect PA requirements
  • Pre-fill from patient chart data
  • Multi-payer portal submission
  • Real-time approval status tracking
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Auto-detect PA requirements
Pre-fill from patient chart data
Multi-payer portal submission
Real-time approval status tracking

Real-Time Referral Tracking

Track every referral like a package — from sent to scheduled to completed. Get alerts when patients haven't followed through.

  • Live status dashboard
  • Patient follow-up alerts
  • Completion rate tracking
  • Automated reminder notifications
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Live status dashboard
Patient follow-up alerts
Completion rate tracking
Automated reminder notifications

Analytics Dashboard

See referral leakage, PA approval rates, staff productivity, and revenue impact in one unified view with actionable insights.

  • Referral volume and leakage metrics
  • PA approval rate trends
  • Staff productivity tracking
  • Revenue impact calculations
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Referral volume and leakage metrics
PA approval rate trends
Staff productivity tracking
Revenue impact calculations

Provider Network Intelligence

Maintain a living directory of your referral network with quality scores, acceptance rates, and patient satisfaction data.

  • Provider quality scorecards
  • Acceptance rate tracking
  • Patient satisfaction data
  • Network gap identification
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Provider quality scorecards
Acceptance rate tracking
Patient satisfaction data
Network gap identification

Smart Notifications

Get notified about PA decisions, referral status changes, patient no-shows, and critical follow-ups without checking multiple systems.

  • PA approval/denial alerts
  • Referral status updates
  • Patient scheduling reminders
  • Configurable notification preferences
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PA approval/denial alerts
Referral status updates
Patient scheduling reminders
Configurable notification preferences

Documentation Automation

Auto-generate referral letters, PA supporting documents, and clinical summaries from structured EHR data.

  • Auto-generated referral letters
  • Clinical summary extraction
  • PA supporting documentation
  • Fax and electronic delivery
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Auto-generated referral letters
Clinical summary extraction
PA supporting documentation
Fax and electronic delivery

Compliance & Security

Built on FHIR APIs with SOC 2 compliance, HIPAA certification, and full audit trails. Ready for CMS 2026 interoperability mandates.

  • HIPAA compliant infrastructure
  • SOC 2 Type II certified
  • FHIR R4 API support
  • Full audit trail logging
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HIPAA compliant infrastructure
SOC 2 Type II certified
FHIR R4 API support
Full audit trail logging

Ready to See It in Action?

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