Get new Referral Management features up and running quickly by using a guided setup workflow. Convert unstructured fax referrals into structured records by using Document AI for Health and assign referral predictive intelligence scores based on time in the queue.
- Accelerate Patient Access and Referral Management Setup
Enhance your referral ecosystem and reduce administrative overhead by using a guided setup to deploy Patient Access features. Help your intake coordinators get ready to triage cases quickly with AI-powered priority scoring and automated document processing. Review preconfigured referral rules and establish data extraction from unstructured fax sources by following the clear, step-by-step instructions. Direct links to setup pages and detailed help articles guide you through every stage of the setup journey. - Triage Referrals with AI-Powered Scoring and Automated Intake
Manage the entire referral journey in a centralized process to reduce manual data entry and increase patient engagement. Help your users queue referrals by assigning predictive intelligence scores based on time in the queue and clinical urgency. Also, convert unstructured fax referrals into structured records by using Document AI for Health. - Automate Prior Authorization Necessity Checks
Save time and accelerate patient care by automatically verifying if prior authorization is required for a referral. Referral intake coordinators can now focus their expertise on patients, as the integration automatically manages clinical service request prior authorization necessity verification. This simplified process elevates efficiency, making sure that patients receive care quickly. - Track Referral Progress with Action Plans
Intake coordinators can now see exactly where a referral stands and what’s still left to do without parsing status fields or checking multiple records. Agentforce Health includes a built-in action plan template for referral management. Each Clinical Service Request gets an action plan that shows which tasks are complete and which still need attention. Action plans update automatically as the referral progresses through intake, eligibility verification, authorization, patient and provider outreach, and appointment scheduling, giving intake coordinators full visibility into a referral's progress and status.