Shift Agents · Referral
AI referral management that turns every referral into a scheduled procedure.
The Referral Agent qualifies each referral the day it arrives, checks what the patient’s plan requires, gets the missing pieces from the referring office, and routes it to scheduling once it’s ready. Referrals that stall get chased, not forgotten.
Marcus L. · Lumbar injection
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Referral Agent
HMO plan: a PCP referral is required.
Not on file.
Memory: Dr. Kim’s office answers portal messages faster than fax.
PCP referral on file, same afternoon.
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Insurance Verification Agent
Checking benefits for the injection…
In-network. No auth required on this plan.
Coverage verified: $40 copay.
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Scheduling Agent
Offering Thu 7:30am by text…
Marcus: “Thursday works.”
Procedure scheduled: Thu 7:30am.
What it does
What it does with every referral
Qualifies it
The day it arrives, before the patient schedules somewhere else.
Checks the plan
Whether a PCP referral or a prior auth is required.
Gets what’s missing
From the referring office, through the channel they answer fastest.
Routes it
To scheduling as soon as every requirement is clear.
Chases stalled ones
Referrals that never got scheduled don’t quietly expire.
Where it works
Where it fits in the journey.
The line it won’t cross
Never scheduled into a denial.
Never routes a referral to scheduling while a required PCP referral or prior auth is missing.
It clears the requirement first, or flags it to your team, so a procedure is never scheduled only to be denied.
See every agent’s guardrails →How it connects
Works inside the systems you already run.
Your EHR / PM
Reads and writes in the systems your team already uses.
- athenahealth
- NextGen
- AdvancedMD
- eClinicalWorks
- Greenway
- ModMed
- SIS
Referring offices
Fax, portal messages or email, whichever the office answers fastest.
Questions
Referral Agent, answered.
How fast are referrals handled?
Each referral is qualified and routed the day it arrives, so patients aren’t lost to the next practice that calls them back first.
What if the plan needs a PCP referral or a prior auth?
It checks the plan’s requirements first, requests the PCP referral from the referring office, and hands auth work to the Prior Auth Agent before anything is scheduled.
What about referrals that never got scheduled?
It follows up on them, so a referral doesn’t quietly expire in a queue.
Does it work with our EHR?
It works with athenahealth, NextGen, AdvancedMD, eClinicalWorks, Greenway, ModMed and SIS, using APIs where they exist and Browser Agents where they don’t.
How is patient data protected?
Every customer gets a BAA, data is encrypted in transit and at rest, and each agent sees only what its task needs. Every action is logged with its reason.
Works alongside
See the Referral Agent work a week like yours.
20 minutes, with Lance Rodela, founder.