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Best Referral Management Products

Best Referral Management Products

This category is a work in progress

Referral management is key to growing networks, retaining patients and boosting loyalty in healthcare. Being able to make and track appropriate referrals is critical to success.

Digital tools help streamline these processes, identifying the right information at the right time while providing valuable referral access and clinical feedback. Streamlining the referral management process can reduce administrative tasks, boost bottom lines and improve patient outcomes.

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Product Grid

Referral Management: Products


Product Grid
29 products
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Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics

• Standardizing and streamlining the referral management process across the organization

• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with most appropriate providers using SmartMatch decision support

• Closing the feedback loop with specialists and reducing phone calls and faxes

• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools

• Improving customer service with referring providers through automated status reports

• Managing referral network and gaining insight into referral patterns using analytics

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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VALER is a cloud-based **Enterprise Authorization Platform** that streamlines and automates today's manual authorization workflows. VALER provides **ONE place to SUBMIT and VERIFY authorizations across all payors and all services types** (professional, facility, ancillary, medications, etc). VALER is the only solution that manages authorization submissions for both payor **FAX** and **web portal** based workflows. VALER provides enterprise-wide visibility on **real-time authorization status** and documentation to eliminate duplicate work and support the revenue cycle.
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product capabilities
Requirements Identification
Requirements Knowledge Base
Form Completion
Forms Library
Documentation Collection
Request Submission
Status Monitoring
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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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Interactive notifications let patients know when they've been referred, book, and get real-time confirmation. Patients can receive automated reminders to finish scheduling a referral on a cadence, depending on the organization's workflows and needs. Patient bookings are integrated directly with the EHR schedule, and providers can be notified when a patient completes scheduling.
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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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The EMR-agnostic referral management solution is easily accessible via web-based portal. Care teams, staff, specialists, and referral coordinators can create, track, and schedule referrals at point of care. Stakeholders can push referral orders into EMRs in real-time, courtesy bi-directional HL7/FHIR API powered interface. In addition to EMR integrations, it also simplifies the process to auto-populate information from referral order fax by running OCR application and live insurance verification using Change Healthcare integration ensuring quick turnaround time in filling referral forms. It helps to choose best-suited specialists with filters for cost and quality metrics, in-and out of network providers, insurances accepted, languages spoken, distance filter etc. 

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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Product that allows various parties in a health system to screen and connect patients with the appropriate community-based organizations, closing the loop with those organizations on the background. Core product centered around the HealtheRX, which allows the results of a patient screen to curate a specific set of identified resources within that health system's network.
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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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PH Capture™ provides a simple solution to this problem with a streamlined, paperless, customized workflow that reduces labor costs and lowers overall operational costs. Our solution converts faxes into HIPAA-compliant electronic files that can be managed and shared online-- eliminating the paper-shuffling, copying and scanning. Each workflow is customized to your department, even down nomenclature.

PH Capture will integrate with the organization/practices’ EHR, and electronic files can be exported directly into the patient’s record.

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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PH Connect enables communication and collaboration community-wide, across the entire healthcare continuum; from front-end primary care providers, urgent care centers, and athletic trainers; through the ED, specialists, and hospitalists; all the way through to the post-acute home health, rehab, and long-term care providers. 

Like all Proficient Health solutions, PH Connect streamlines access, improves the direct admission process, and makes referrals easier and more efficient. Duplicate tests, unnecessary diagnostics, and unnecessary hospital stays can also be avoided. All of this leads to better patient care, increased overall productivity, and satisfaction of physicians and other staff, and widespread user adoption. 

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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One of the big challenges faced by healthcare organizations is the technology divide. How do you work efficiently with practices that aren’t on –the same EHR or even with internal departments that use incompatible legacy systems? PH Exchange makes it easy to communicate seamlessly, securely and affordably across disparate systems, regardless of the technology or paper-based processes used. Our HIPAA-compliant, web-based solution acts as an EHR companion to each system used by members of a healthcare community. We provide an electronic bridge that makes it simple to exchange clinical information securely online – speeding communication, eliminating delays in patient care and reducing costs. PH Exchange is most often used to automate patient referral workflows. But it can also be used to solve a wide range of information management challenges – from collecting reporting data to arming affiliated field workers with an easy way to capture, submit and share notes on patient visits.
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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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Establish Networks
Our data ingestion platform can consume internal and external claims, quality data, and other relevant insights such as patient access or provider loyalty data that allow you to then rank specialists and facilities using a custom weighting method by service line. Our clients leverage this intelligence to build custom referral networks. Examples include a network for value-based care, an owned provider network, an affiliated network, or building networks for community-based resources.

Auto IdealMATCH
Leverage Network Intelligence data at the time of referral. Coordinators are prompted to select the most appropriate specialist for the patient based on insurance, quality outcomes, costs, location, and patient preferences. IdealMATCH is integrated into Epic so it doesn’t disrupt the existing workflow.

Auto Prior Authorizations & Scheduling
ReferralPoint is able to automate a large portion of the referral notification and prior authorization process then enables automated scheduling capabilities based on the workflow of the practice (by patient, by staff, in real-time).

Auto Closing the Loop
ReferralPoint supports closing the patient care loop between the primary care provider and specialist while tracking each step from referral order to a closed loop regardless of the referred-to providers EHR. Once a referral option is selected, ReferralPoint automates communication (SARA) with the patient to guide them along the journey then updates the status of each referral - including automated reminders, follow up, and even feedback surveys which can be used to update the scores of each provider. Because our solution is built on a data ingestion engine, we can close the referral loop a number of ways including engaging the patient, faxing the specialist, analyzing claims or receiving ADT feeds.

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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Office visits and inpatient stays are almost never “one and done.” It’s important for providers to connect with patients – after a difficult diagnosis, lab workup and testing, an in-office procedure or hospitalization.

Some of these touch points are routine, while others represent critical opportunities for timely intervention. Managing this entire spectrum with individual phone calls and personal conversations is time-consuming and labor-intensive, straining already overburdened resources.

Post-encounter Follow Up relies upon a virtual assistant to engage patients after an office visit or hospital stay to check on their status and make sure they have the right level of support. Timely escalation to a live agent is facilitated if intervention is needed.

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key clients
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
Leading Health System
Health system
+50 verified clients
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AVIA Marketplace offers a product grid that is a comprehensive resource for health care buyers in their research journey. The grid showcases products from leading vendors and ranks them based on compatibility level and market presence. This approach ensures that the products listed are not only relevant to the buyer's needs but also established in the market. With AVIA Marketplace's product grid, health care buyers can make informed decisions and select products that meet their specific requirements.

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