Establish Networks
Our data ingestion platform can consume internal and external claims, quality data, and other relevant insights such as patient access or provider loyalty data that allow you to then rank specialists and facilities using a custom weighting method by service line. Our clients leverage this intelligence to build custom referral networks. Examples include a network for value-based care, an owned provider network, an affiliated network, or building networks for community-based resources.

Auto IdealMATCH
Leverage Network Intelligence data at the time of referral. Coordinators are prompted to select the most appropriate specialist for the patient based on insurance, quality outcomes, costs, location, and patient preferences. IdealMATCH is integrated into Epic so it doesn’t disrupt the existing workflow.

Auto Prior Authorizations & Scheduling
ReferralPoint is able to automate a large portion of the referral notification and prior authorization process then enables automated scheduling capabilities based on the workflow of the practice (by patient, by staff, in real-time).

Auto Closing the Loop
ReferralPoint supports closing the patient care loop between the primary care provider and specialist while tracking each step from referral order to a closed loop regardless of the referred-to providers EHR. Once a referral option is selected, ReferralPoint automates communication (SARA) with the patient to guide them along the journey then updates the status of each referral - including automated reminders, follow up, and even feedback surveys which can be used to update the scores of each provider. Because our solution is built on a data ingestion engine, we can close the referral loop a number of ways including engaging the patient, faxing the specialist, analyzing claims or receiving ADT feeds.

ReferralPoint is the leading expert in referral management solutions for health systems, medical groups, and payers looking to reduce leakage, increase revenue and savings, improve efficiency, and enhance patient satisfaction. ReferralPoint uses data and automation to alleviate staffing challenges while supporting fee-for-service and value-based care initiatives. ------------------------------ Beyond a tech vendor, we're a data-driven network management and closed-loop referral solution, delivering quantifiable financial impact insights, revenue maximization, and streamlined workflows. From reducing leakage to automating communications, we prioritize efficiency, patient satisfaction, and building high-valued Preferred Networks. Our one-click EHR-integrated solution ensures seamless workflows, including insurance verification, IdealMATCH selection, authorizations, scheduling, and real-time tracking. 

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. 

Unlike our competitors, we ingest your patients, claims, and 3rd party data

More than just a referral app...we're a Data Driven, Fully Automated, Referral Strategy Platform that allows you to:  

1. Analyze Referral Trends over three year look-back to reduce leakage, cost, improve care quality and patient experience

2. Optimize Preferred Networks with provider scoring, patient-provider matching, and actionable insights into gaps and opportunities

3. Automate Referral Workflows with provider selection, scheduling, patient communication, and closing the loop all from within your existing EHR workflow