Referral Coordination Agent
by Katexs
Manages inbound referral calls and routes to the right specialist.
Overview
Referrals are your highest-quality leads — but they often sit in voicemail limbo. This agent manages every inbound referral call, captures the referring provider's details, confirms patient demographics and insurance, and routes the case to the right specialist with a complete handoff packet. It turns referrals into booked consults faster than any human coordinator.
What it handles
- Answers referral calls from physicians and specialists 24/7
- Captures referring provider, patient info, and reason for referral
- Verifies insurance and prior authorization requirements
- Routes the referral to the appropriate specialist with full context
- Books the patient consult and notifies the referring office
Channels
VoiceChatEmail
Integrations
EpicCernerGoogle CalendarZapier
Workflow
- 01
Referral Received
Referring office calls or submits a referral form.
- 02
Data Capture
Agent collects patient demographics, insurance, and clinical notes.
- 03
Route & Authorize
Referral routed to specialist; prior auth checked if needed.
- 04
Book & Notify
Patient consult booked; both offices notified with confirmation.
What you'll need
- Specialist directory and routing rules
- Insurance verification workflow
- Referring office contact database