AI-Powered

Referrals AI Agent

Transform your referral workflow with intelligent automation. Reduce administrative burden, accelerate scheduling, and enhance patient experience with our AI-powered referral processing solution.

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How It Works

Streamlining the referral process from intake to scheduling

01
Document Ingestion

Referrals enter via fax, email, or direct upload

02
Information Extraction

AI extracts patient and clinical data

03
Patient Outreach

Referrals are tagged based on specialty protocols

04
Patient Outreach

VCA contacts patients for additional info if needed

05
Efficient Scheduling

Staff schedules based on complete information

Developed by Doctors

Intelligent Referral Processing

Our AI-powered system transforms your referral workflow by automating the most time-consuming tasks. The system intelligently extracts critical information from referral documents, applies specialty-specific algorithms to classify referrals, and when necessary, initiates targeted patient outreach to gather missing information.

This comprehensive approach significantly reduces the burden on clinical staff, accelerates the referral-to-appointment cycle, and improves the overall patient experience.

  • Extract patient and clinical data from various document formats
  • Apply specialty-specific algorithms for accurate classification
  • Automatically identify missing information and collect it from patients
  • Present organized, tagged referrals in a customizable dashboard

Key Features

Comprehensive referral management capabilities

Flexible Document Ingestion

Support for multiple document sources including fax systems, eFax, direct upload, and email, with automatic processing of common formats.

Advanced Information Extraction

AI-powered extraction of patient demographics, clinical information, insurance details, and referral context from various document formats.

Specialty-Specific Classification

Configurable algorithms that apply specialty-specific rules to accurately classify and tag referrals based on clinical requirements.

Automated Patient Outreach

VCA integration to automatically contact patients for missing information, with dynamic question generation based on specific needs.

Customizable Staff Dashboard

Filterable, sortable dashboard with role-based views and clear visual indicators of referral status and required actions.

Integration Capabilities

Seamless integration with existing fax systems and practice management platforms, with API endpoints for custom integrations.

Specialty-Specific Solutions

Tailored for various medical specialties

Gastroenterology

Streamline GI procedure referrals with AI-powered classification for procedure type, location, and modifications.

  • Colonoscopy procedure classification
  • ASC vs. hospital determination
  • Pre-procedure modification flagging
  • Patient preparation instructions
Orthopedics

Efficiently process orthopedic referrals with smart classification of injury type, imaging needs, and urgency.

  • Injury classification and priority
  • Imaging review and requirements
  • Pre-visit preparation guidance
  • Treatment pathway assignment
Cardiology

Process cardiac referrals with intelligent assessment of symptoms, required testing, and appointment urgency.

  • Cardiac symptom severity analysis
  • Testing requirement determination
  • Medication review and reconciliation
  • Urgency assessment and triage

Benefits

Transforming referral management across your organization

Reduced Administrative Burden

Free up valuable clinical staff time by automating document review, information extraction, and routine patient outreach, allowing your team to focus on higher-value clinical activities.

Accelerated Scheduling

Reduce the referral-to-appointment cycle time by streamlining the classification and scheduling process, enabling patients to receive care faster and increasing practice throughput.

Enhanced Patient Experience

Deliver a smoother patient journey with faster processing times, targeted information gathering, and reduced need for additional telehealth visits just to collect basic information.

Improved Accuracy

Reduce human error with AI-powered information extraction and classification, ensuring patients are scheduled for the right procedure at the right location with proper preparation.

Increased Scalability

Handle growing referral volumes without proportional staff increases, enabling practice growth while maintaining efficiency and quality of service.

Data-Driven Insights

Gain visibility into referral patterns, processing times, and operational bottlenecks through comprehensive analytics and reporting capabilities.

95%
Extraction accuracy
80%
Reduction in manual review time
2min
Average processing time per referral

Get Started

Initiate the integration of Lumi into your healthcare practice by contacting our team for a comprehensive overview and live demonstration. Tailor the setup to your operational needs with our support, ensuring a seamless and effective implementation for enhanced patient intake and care.