Referral and eConsult Manager is powered by a sophisticated workflow engine that supports implementing multiple workflows in a single instance. Different workflows can be configured with unique rules to support the varying needs of all service types from cardiology to dermatology to surgical workflows. Workflows can additionally be configured to support different types of requests (i.e., referral vs. e-consult) with various priorities.

Eceptionist is a leading provider of software solutions for the health care industry with web-based technologies for referral management, streamlined scheduling, virtual visits and eConsults. Eceptionist is a privately held company based in Houston, Texas with a global sales force in the form of strategic partnerships located in satellite offices around the globe.

Hand-off Referrals to Artera

Artera Referrals creates automated, omnichannel referral outreach to modernize the care experience and eliminate manual referral management.

Drive Results with Referral Templates

Rapidly deploy personalized referral outreach by using turn-key, leading practice conversation templates.

• Automatically receive referrals from the EHR to trigger referral outreach from a known number on the patient’s preferred communication channel
• Customize outreach and manage message fatigue with messaging rules that abide by TCPA hours
• Reduce call center overload and increase referral conversions with throttling to improve referral conversion

Uncover Insights & Improve Efficiency

Less than half of providers have data needed to understand their own referrals.

• Access comprehensive reports on referral management and conversions
• Track analytics to understand workflow performance, engagement, and revenue outcomes
• Monitor outreach performance and uncover opportunities for higher conversions

Artera is a SaaS digital health leader redefining patient communications. Artera is trusted by 800+ healthcare systems and federal agencies to facilitate approximately 2 billion communications annually, reaching 100+ million patients.

The Artera platform integrates across a healthcare organization’s tech stack, EHRs and third-party vendors to unify, simplify and orchestrate digital communications into the patient’s preferred channel (texting, email, IVR, and webchat), in 109+ languages. The Artera impact: more efficient staff, more profitable organizations and a more harmonious patient experience.

Founded in 2015, Artera is based in Santa Barbara, California and has been named a Deloitte Technology Fast 500 company (2021, 2022, 2023, 2024), and ranked on the Inc. 5000 list of fastest-growing private companies for five consecutive years. Artera is a two-time Best in KLAS winner in Patient Outreach.