Give your teams real-time visibility into the full referral lifecycle so they can spot bottlenecks and reduce patient leakage. Answer patient calls at any hour with a conversational voice agent that verifies identity and books appointments without a live rep. Keep referrals aligned between your electronic health record system and Agentforce Health automatically, giving teams one source of truth for internal and external referrals.
- Configure Referral Management Through Conversation
Configure Health Referral Management without clicking through dozens of setup pages by using a conversational setup assistant in your AI coding assistant. The setup flow walks you through Clinical Service Request page layouts, referral creation flows, provider search integration, case automation, and orchestration. Optional acts cover eligibility and benefits verification, prior authorization, predictive scoring, patient and provider outreach, and the Experience Cloud guest portal. - Answer Patient Calls Around the Clock with Agentforce Voice
Give patients a faster path to care, even when call volume spikes. Patients call in and reach a conversational AI voice agent that verifies their identity and understands requests in natural speech. The agent can schedule appointments or add the patient to appointment waitlists without waiting for a live representative. Your contact center handles more demand without adding staff and reserves live representatives for the calls that need a human. - Sync Referrals Automatically Between Your EHR and Agentforce Health
Keep referrals in sync between your electronic health record (EHR) system and Agentforce Health in near real time, with no manual reentry. Agentforce Health now listens to HL7 messages from your EHR to create referral records automatically, updates the record status as appointments are scheduled and completed, and writes referrals back to the EHR. Your teams track internal and external referrals from one source of truth instead of piecing them together across separate systems. - Track the Full Referral Lifecycle with Tableau Next Dashboards
Gain real-time referral visibility from first touch to completed visit. Tableau Next Dashboards help referral teams find bottlenecks, reduce patient leakage, and recover lost revenue.