Referral Management | Streamline Clinical, Social and Transport Orders

Bridging Care Gaps, Closing the Loop

Equipo's AI-powered referral process delivers faster outcomes and streamline care coordination process by closing the loop from PCP to specialist and back. Our automated intake, scheduling, eligibility &pre-auth verification, and note summarization in one unified clinical workflow ensures timely and accurate connections between providers.

How Are Multi-Channel Referrals Consolidated?

Equipo Health consolidates referrals from EHR orders, faxes, and digital communications into an electronic patient face sheet that organizes orders, prerequisites, supporting documents, and provider communications by service type and priority giving care teams a complete view of referral coordination.

Comprehensive Analytics

Equipo Health provides referral analytics that track referral patterns, completion rates, and workflow bottlenecks, enabling healthcare organizations to identify inefficiencies and improve referral management through data-driven insights.

How Are Referral Documents Consolidated?

Equipo Health consolidates all referral documents like orders, specialist reports, prerequisites, and provider communications into a single patient record and uses an AI summarizer to generate concise clinical insights, making referral documentation easier to review and act upon.

How Are Social and Transportation Barriers Addressed?

Equipo Health addresses social barriers and transportation challenges by integrating Social Determinants of Health (SDoH) insights and transportation referrals directly into the care coordination workflow, enabling providers to identify barriers, connect patients to support services, and ensure timely access to care.

How Does AI Automate the Care Coordination Workflow?

Equipo AI streamlines the entire referral workflow by automating document intake, eligibility verification, referral prioritization, scheduling, Voice intelligence for patient information retrieval and clinical document summarization enabling faster, more coordinated patient care.

What You Need

Patient facesheets and bilateral data transfers for up-to-date patient records and data integrity
Risk Stratification Care Gaps, Cost Ratio Analysis and more...
Multi-source data integrations for longitudinal patient views (EMRs, Claims, Rx,...)
Automated risk quantification, adherence monitoring, care gap identification and TCM
Secure and cloud-based for centralized and accessible care management
Customizable care-team dashboards with prioritized daily task lists
Real-time monitoring and alerts to care team members
Bi-directional, automated and interactive patient reminders, follow ups and adherence

Because Results Matter

Drive your organizational rating goals and ROI by utilizing Equipo’s one stop solution. Gain meaningful insights by combining multi-dimensional data from payors, pharmacy, community workers, case managers with your EHR data.

E Referrals without paper

Scheduling of urgent referrals within 10 days

Drop in Network Leakage

Gain in Turnaround Times of Progress Reports