Refer Patients to Specialists—Faster

Instantly streamline specialist referrals and consultations, right from your workflow.

Tracking down the right specialist and coordinating referrals eats up precious time. Manual processes lead to delays, missed details, and frustration for both you and your patients.

The hidden cost

What this is really costing you

Referring patients to specialists often means searching through directories, double-checking scope of practice, and ensuring all necessary information is sent. This repetitive admin work pulls you away from direct patient care. It’s easy to lose track of requests or miss important follow-up steps.

Time wasted

1.9 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,755/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing this manually, you’ll spend hours each week on paperwork, risk referral errors, and delay patient care—hurting outcomes and satisfaction.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Urgent Referral Needed

You ask your agent to find the most suitable specialist and generate a referral letter for a complex pregnancy case.

Consultation for Unusual Symptoms

You ask your agent to draft a consult request to a maternal-fetal medicine expert, including relevant patient data.

Routine Follow-Up Tracking

You ask your agent to check which patients are still awaiting specialist feedback and summarize next steps.

Patient Instructions Preparation

You ask your agent to create easy-to-understand referral instructions for a patient being sent to a new provider.

How to hire your agent

1

Connect your tools

Link your existing EMR, patient charting, and documentation tools used in your daily workflow.

2

Tell your agent what you need

Example: 'Refer Ms. Lopez to a maternal-fetal medicine specialist for gestational hypertension. Prepare all necessary documentation.'

3

Agent gets it done

The agent identifies the right specialist, drafts the referral, organizes patient info, and provides a ready-to-send package for your review.

You doing it vs. your agent doing it

Search directories, check scope, confirm availability.
Agent instantly matches patient needs to the right specialist.
20 min/referral
Manually gather records, write letters, attach files.
Agent drafts documents and compiles info automatically.
15 min/referral
Set reminders, check EMR, follow up with offices.
Agent logs status and reminds you of pending actions.
10 min/referral
Write custom instructions for each referral.
Agent generates clear, patient-friendly instructions for you.
5 min/referral

Agent skill set

What this agent knows how to do

Specialist Identification

Quickly finds appropriate specialists based on patient needs and scope of practice.

Referral Documentation Prep

Drafts referral letters and gathers all required patient information for seamless handoff.

Consultation Coordination

Prepares and organizes consult requests, ensuring all details are included for specialist review.

Follow-Up Tracking

Keeps track of referral statuses and reminds you when follow-up is needed.

Patient Communication Drafts

Prepares clear, patient-friendly referral instructions for you to review and send.

AI Agent FAQ

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