AI-Powered Referral Management

Getting patients to the right care, faster.

Rightflo connects providers across EHR boundaries, automates referral coordination with AI, and ensures every patient reaches the right specialist — on time.

New Referral — REF-20260415-A7K2

Urgent
PatientMaria Santos, 58F
ReferringDr. James Park, Internal Medicine
SpecialtyCardiology
InsuranceAetna PPO
StatusAI Triage Complete
AI Recommendation: Urgent — elevated troponin + chest pain. Suggest Dr. Sarah Chen (Cardiology). Prior auth required for Aetna. Confidence: 94%

Right Patient

AI extracts demographics from faxes and matches to EHR records automatically.

Right Provider

Intelligent routing matches specialty, insurance, availability, and outcomes.

Right Time

SLA tracking ensures urgent referrals are triaged in hours, not days.

Better Outcomes

Loop closure and predictive scoring keep patients from falling through cracks.

Everything referral coordinators need.

From intake to loop closure, Rightflo manages the full referral lifecycle with AI assistance at every step.

Referral Portal

Branded web portal where referring providers submit referrals in minutes. No login required. Works from any device.

Triage Queue

Priority-ordered queue with urgency indicators, SLA countdowns, and AI triage suggestions. One-click accept or override.

Analytics Dashboard

Referral funnel, SLA compliance, leakage analysis, provider performance, and AI accuracy metrics — all in real time.

Smart Notifications

Real-time alerts for new referrals, SLA warnings, status updates, and AI recommendations. In-app and email.

Provider Directory

Searchable directory of internal providers by specialty, insurance, location, and availability. AI recommends the best match.

Loop Closure

Track every referral from receipt to consult note. AI matches inbound reports to open referrals and notifies referring providers.

Three steps. Full visibility.

Rightflo replaces phone calls, faxes, and spreadsheets with a single coordination layer.

01

Referring provider submits

Via branded portal, fax (AI-extracted), or phone. Patient info, clinical notes, and documents — captured once, structured automatically.

02

AI triages & routes

AI classifies urgency, suggests the optimal provider, flags prior auth, and detects duplicates. Coordinator reviews and approves with one click.

03

Patient gets care. Loop closes.

Patient is contacted, scheduled, and seen. Consult note is matched to the referral. Referring provider gets a summary. Everyone stays informed.

AI that assists, not replaces.

Every AI feature is human-in-the-loop. Coordinators approve. AI accelerates. Full audit trail on every decision.

Fax Extraction

OCR + clinical NLP reads faxed referrals and pre-populates intake forms. Low-confidence fields are flagged for review.

Intelligent Triage

Reads clinical notes and diagnosis codes. Suggests urgency, optimal provider, and prior auth status — with reasoning.

Completion Prediction

Risk-scores each referral at intake. High-risk patients get proactive outreach before they fall through the cracks.

Loop Closure

Matches inbound consult notes to open referrals. Auto-generates summaries for referring providers. Closes the loop.

Works with your EHR. And theirs.

Rightflo connects to EHRs via a production adapter framework — not shallow FHIR-only wrappers. Referring providers just use the portal.

AdvancedMD Live
Kareo / Tebra Live
DrChrono Live
FHIR R4 Live
athenaOne Coming Soon
Epic Coming Soon

Any FHIR R4-compliant EHR gets baseline connectivity out of the box. Dedicated adapters provide deeper integration.

Ready to fix your referral workflow?

See how Rightflo can reduce leakage, close loops faster, and give your coordinators their time back.