ReferralIntel™
We call your network so your staff doesn't have to.
ReferralIntel™ is a fully managed outbound calling product that proactively gathers referral-critical information from other in-network locations and providers. It replaces manual phone outreach by clinic staff with an always-on calling engine that verifies CPT coverage, provider availability windows, in-network status, and subspecialties/specialties—before a patient is referred to the wrong place. It continuously builds and maintains a living referral intelligence layer across your network.
Key benefits
- Reduce referral redirects
- Eliminate staff time on outbound referral calls
- Reduce referral delays before they start
- Prevent patients from being sent to the wrong place
- Durable, trusted source of referral intelligence
- Make care coordination predictable and scalable
What you get
Outbound referral intelligence so your network stays accurate—without staff making the calls.
Outbound calling
Automated outbound calling to in-network providers—we call so your staff doesn't have to.
CPT verification
CPT code verification and constraints so you know what's covered before referrals go out.
Availability context
High-level provider availability so referral coordinators know who's open and when.
Specialty confirmation
Specialty and subspecialty confirmation so patients go to the right provider.
Human escalation
When the system can't get a clear answer, cases are escalated to your team.
Summaries & logs
Structured call summaries and intelligence logs—visible to referral coordinators and staff.
How it works
From roster to logged intelligence—a clear path.
You define targets
Your clinic defines target providers and locations—from rosters, directories, or your own lists. You tell us who matters for referral intelligence.
We place calls
ReferralIntel places outbound calls on your behalf. No change to your phone system—we run the calling engine so your staff doesn't have to.
Intel gathered
The system gathers referral-critical information: CPT coverage, availability, in-network status, specialties. When the answer isn't clear, the case is escalated to a human.
Summary logged
A structured summary is logged with a timestamp and made visible to referral coordinators and clinical staff—so your referral intelligence layer stays accurate and up to date.
What onboarding looks like
The one-time setup is what justifies the upfront cost: we tune the AI for your networks and calling logic, build custom scripts and escalation rules, and load your rosters and referral-critical data. Everything is configured for your workflow so the intelligence layer is accurate and useful from day one.
- Network & roster setup — We load your target providers and locations (rosters or directories) and define what referral-critical info we collect.
- Calling logic & scripts — We tune what the system asks, how it verifies CPT coverage and availability, and when it escalates to a human.
- AI fine-tuning — We tune language and intent so call outcomes are structured correctly and your team gets clean, actionable summaries.
- Visibility & escalation — We set up how summaries and logs flow to your referral coordinators and when unclear cases go to your team.
Most practices are live within weeks. Ongoing adjustments are included—not billed as add-ons.
Pricing
Per payer network
$99.99 per payer network for the first 4, then $49.99 per additional network. Predictable as you add or expand networks.
See Pricing for all solutions, or book a call for a proposal.
Human oversight
When the system can’t get a clear answer—ambiguous coverage, conflicting info, or a contact who needs a human conversation—those cases are escalated. Your team handles the edge cases; ReferralIntel keeps the rest updated so your referral intelligence stays accurate and trustworthy.
Who it's for
Referral coordinators, Clinical Operations, network or practice leaders who need a living referral intelligence layer. No changes to your phone system—we run outbound calling so your staff can focus on care coordination.
Works with your environment
ReferralIntel runs as a complete system on its own. When you’re ready to connect it to the rest of your stack, the data flows right in.
EHR & referral management
Referral intelligence shows up where your coordinators already work—inside your EHR, PM, or care coordination platform.
CRM & analytics
Feed network status, availability, and CPT data into the CRM or analytics tools your leadership uses for outreach and performance.
API & SDK for deeper integration
Every ReferralIntel deployment includes access to our API and client SDKs. Query provider availability, network metadata, and CPT verification from your own tools and internal systems.