Workflow

Automate Referral Intake for Your Pain Clinic

Capture comprehensive referral information from physicians, capture current treatments and medication, and hand clinical summaries to your intake team without manual re-entry.

How it pays back

Referral Data Complete from First Call

Patients call with referral paperwork that's incomplete or unclear. The AI asks follow-up questions about referring provider, indication, prior treatments, and current medications. Your intake team receives a complete summary instead of fragments.

Clinical Summaries Ready for Chart Review

The AI captures pain diagnosis, prior treatments (physical therapy, medications, injections), and comorbidities as a structured summary. Your clinical staff reviews it once and files it—no data re-entry into the EMR.

Acute Referrals Triaged Immediately

When a patient describes acute pain, recent surgery, or neurological changes, the AI flags the call. A nurse or clinician reviews it immediately and calls the patient back or schedules urgent evaluation.

Referral Source Analytics

Track which providers refer most often, which conditions are most common, and which referrals convert to procedures. Use data to strengthen relationships with high-volume referral sources.

Referral source captured

Referring provider name, specialty, and location identified and structured for your team

Clinical history summarized

Prior treatments, current medications, and comorbidities documented in one structured handoff

Acute cases escalated

High-acuity referrals routed to clinical staff or provider for same-day triage

Chart-ready summaries

Your staff receives data formatted for immediate review and filing into the patient record

Frequently asked questions

How does the AI capture referral source information?

The AI asks the patient who referred them, that provider's name and specialty, and the reason for the referral. It also asks whether the patient has a copy of the referral paperwork and captures any diagnosis or procedure codes mentioned.

What clinical details does the AI need to know?

The AI asks about current pain location, severity, prior procedures or injections, current medications (especially anticoagulants or NSAIDs), allergies, and comorbidities like diabetes or bleeding disorders that affect interventional procedures.

How does the AI decide if a referral is urgent?

The AI listens for acute pain onset, neurological symptoms, recent trauma or surgery, or language indicating severe functional impairment. When detected, it flags the call and routes it to your clinical team immediately.

Can the AI handle referrals from external practices or EDs?

Yes. The AI asks for the referring practice name, provider name, and any clinical summary they provided. It captures this context so your team can coordinate with the referrer and ensure continuity of care.

Does the referral summary auto-populate into the EMR?

No. The AI returns a structured clinical summary that your staff reviews and attaches to the patient record. This protects chart integrity and gives your team a chance to catch missing details or clarify information before filing.

Related reading

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