Referral Intake & Triage

Referral email or fax arrives in the practice inbox. The automation platform detects the incoming message and extracts the sender and subject.

The automation reads the referral document and extracts patient name, date of birth, diagnosis, clinical history, urgency indicators, and referring provider contact. Extracted data is structured and validated.

The automation queries the EHR for an existing patient record using name and date of birth. If no match is found, a new patient record is created with demographics.

Extracted clinical data is automatically written to the EHR referral record, including diagnosis, clinical history, and referring provider details.

The automation applies a structured triage algorithm based on diagnosis, clinical indicators, and urgency flags to assign a priority score (routine, urgent, emergent).

Based on diagnosis and urgency, the referral is automatically assigned to the appropriate specialist or clinic using a routing rule set.

A message is sent to the assigned clinician with the referral summary and urgency score. An appointment slot is automatically offered to the patient via email.