Growth
ECW PLAYBOOKReferral Intake
Capture every referring office detail in one call and drop a complete packet into ECW.
Ready in
2–4 weeks
Typical ECW rollout timeline
Automation lift
Varies
Depends on call mix and workflow scope
Escalations
On-call
Response times follow your protocols
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Referral chaos today
Faxes, voicemails, and portal messages arrive piecemeal. Staff chase missing imaging and insurance details, while referring offices call repeatedly for updates.
Without a structured intake, ECW tasks fill with incomplete notes and clinicians cannot prioritize consults.
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Data we capture on the first touch
Standardizing the referral intake script ensures every call produces the same core data before it hits ECW. That means schedulers and clinicians can trust the handoff without chasing basics.
- Referring provider and contact info
- Reason for consult + urgency
- Imaging, labs, and prior treatment status
- Insurance + authorization checkpoints
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How MedReception handles referrals
AI follows specialty-specific prompts, validates required documents, and provides a confirmation number so the referring office trusts the process.
Structured payloads land inside ECW referral queues or telephone encounters with timestamps and ownership tags.
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Rollout tips
Start with two referral types (e.g., ortho + GI) and compare turnaround time before/after. Publish SLAs so staff know when AI versus humans own follow-up.
Next step
Bring this playbook into your ECW environment
We’ll load your scripts, routing maps, and compliance requirements into MedReception AI, then show your stakeholders how each call is logged back into ECW.