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. 

ReferralMD delivers proven solutions for Digital Front Door, eConsults, Referrals, Faxing and Marketing that help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. 

>>> HOW WE HELP <<<

Digital Front Door

• Patient Access Tools
• Patient Scheduling
• SmartCHAT Patient Intake
• Patient Communications

eConsults & Referrals

• Consult Management
• Referral Management
• Prior Authorizations
• SmartFAX Management

Marketing & Services

• Marketing CRM
• Advanced Analytics
• Professional Services
• SmartEXCHANGE Integrations

>>> WHO WE HELP <<<

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics
• Standardizing and streamlining the referral management process across the organization
• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with appropriate providers using SmartMatch decision support
• Closing the feedback loop with specialists and reducing phone calls and faxes
• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools
• Improving customer service with referring providers through automated status reports
• Managing referral network and gaining insight into referral patterns using analytics 

ReferralMD delivers proven solutions for Digital Front Door, eConsults, Referrals, Faxing and Marketing that help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform matches patients with the most appropriate providers and closes the feedback loop between providers and patients. The solution’s powerful workflow and clinical decision support tools help healthcare providers increase revenue, drive operational efficiencies, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com.

• Online Scheduling – new patients can book appointments from your website without setting up an EHR patient portal account
• Referral Management – website portal for receiving referrals, customized workflow, automated alerts when referrals need attention
• Patient Communications – automated text/email messages sent to patients triggered at specific steps in the consult or referral journey
• Provider Communications – automated consult and referral status updates sent to sending providers to close the loop between PCPs and specialists
• Fax Management – manage all inbound faxes and push faxed referrals into the referral workflow, ability to split faxes into multiple documents
• Marketing CRM – physician liaisons can document outreach and compare outreach activity with referral volume from their partners
• Market Research – over 7 million providers pre-loaded which allows you to identify new potential referral partners in your target markets
• Referral Analytics – comprehensive suite of analytics to report on all your referral metrics (trends, volume, leakage, service levels, outreach, etc.)

Differentiator 1: All-In-One Platform

• Some vendors offer patient access, referral management, e-consults or CRMs. Our cloud-based platform offers them all plus the following features.
• Real-time analytics across the platform
• Automated workflow and decision support tools
• Automated feedback loop with referring providers
• Automated patient communications via text or email
• Integrated fax management system (port over existing fax numbers)
• Integrated Customer/Partner Relationship Management (CRM/PRM)
• Marketing research tools based on a directory of over 7 million providers

Differentiator 2: Rapid Integration Capabilities

• Our integration engine allows our Integrations Team to quickly deploy system interfaces using APIs, FHIR, HL7, Direct, etc. which is important when implementing the platform for health systems, ACOs and CINs with many EHRs, data warehouses and other third-party systems across their networks.  
• In addition, we comply with the third-party system’s specifications rather than asking the vendor to follow our requirements which streamlines the integration process and reduces cost for the client. 

Differentiator 3: All Healthcare Referrals Supported

• The system is highly configurable and can support all healthcare referral types such as medical, specialty care, therapy, imaging, dental, behavioral health, hospice, home care, etc.  
• The customization in the system allows clients to define their own workflows, referral forms, patient communication templates, and other settings that can be standardized across the organization.