Specialist Referral Coordination & Follow-Up
When you refer out to specialist: Did they schedule? Did they go? Did they come back? Automated tracking ensures nobody
What This Automation Does
How It Works
Outbound Referral
Staff tags referred-out-specialty
Referral Details
Referred to specialist + phone + schedule within 2 weeks
7-Day Check-In
Have you scheduled with specialist?
Scheduled?
Patient responds
Assistance Offer
Want us to call them for you?
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
HIPAA compliant
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