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
ComplexHealthcareSaves 15-25 hours/week
What This Automation Does
When you refer out to specialist: Did they schedule? Did they go? Did they come back? Automated tracking ensures nobody falls through cracks.
How It Works
1
Outbound Referral
Staff tags referred-out-specialty
2
Referral Details
Referred to specialist + phone + schedule within 2 weeks
3
7-Day Check-In
Have you scheduled with specialist?
4
Scheduled?
Patient responds
5
Assistance Offer
Want us to call them for you?
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant