Patented · Multi-Channel Referral Consolidation

Capture every inbound referral
from every channel

Automate your end-to-end referral process for a better patient experience, improved staff efficiency, and reduced patient leakage. HealthViewX consolidates referrals from every channel and reads them automatically so nothing slips through the cracks.

Fax Reading Time*
~12 sec
per page, fully automated
Field Accuracy*
99.2%
extracted straight from the fax
Built For Every Channel
Fax, phone, portal, EMR - one queue
no more manual re-keying
HealthViewX
○ Notifications (6)
Inbound Fax - Sarah Johnson
Received 9:02 AM · Cardiology referral · Dr. James Andrews
AI Reading
Incoming Fax · Page 1 of 2
Patient
DOB
Diagnosis
Referring MD
Priority
AI-Extracted Referral · Drafting
PatientSarah Johnson
DOB04/12/1978
DiagnosisSuspected AFib
Referring MDDr. James Andrews
PriorityHigh
✓ Auto-routed to Cardiology · Dr. Patel (in-network, next available)
EditApprove & Send
AI Eligibility & routing active · fields verified against payer rules · coordinator reviews before send
Coordinator In Control
Review → verify → send
nothing routed without approval
✦ AI ROUTING
Matched to in-network specialist
based on availability & network
Works With Every Source
FaxPhonePortalEMR
one queue across every channel
1Capture
2Read
3Match
4Verify
5Route
Proven Outcomes

Build the best referral process

Achieve high-standard care coordination with HealthViewX.

50%
Referral processing time improvement
AI-powered intake digitizes and routes referrals automatically.
90%
Reduction in incomplete referrals
Smart validation flags missing documentation at intake.
88.9%
Faster incoming fax referral processing
Intelligent fax processing extracts and files referral data instantly.
35%
Faster scheduling
Auto-triage queues referrals for immediate scheduling.
What Sets Us Apart

Two capabilities that change referral intake

HealthViewX is an advanced, modular low-code platform for seamless, end-to-end automated referral workflows.

✓ USPTO Patented

Multi-Channel Referral Consolidation

Referrals arrive by fax, phone, email, portal, and EMR. HealthViewX consolidates them from every disparate channel into a single, unified workflow, so your team works from one place and nothing slips through the cracks.

⚡ AI-Powered

IFx - Intelligent Fax Reader

Most referrals still arrive by fax. IFx reads inbound fax documents and automatically populates the referral form, eliminating manual data entry and saving your coordinators hours every week.

Key Features

A robust platform, at scale

Everything your referral coordinators need in one seamless experience.

Referral Capture & Identification
Automated Insurance Pre-Authorization
Real-Time Tracking & Timeline View
Intuitive Dashboard
Data Insights & Reports
Smart Provider Search
Notifications & Reminders
Low-Code Workflow Builder
Business Impact

Lower cost, higher efficiency, less leakage

Streamline your referral process and give your team more time to focus on patients.

Reduced operational cost

Cut administrative costs and the need for additional staffing.

Improved operational efficiency

Less time spent processing referrals, more coordinator productivity.

Improved care coordination

Notifications and reminders drive timely care, shorter waits, and higher completion.

Reduced referral leakage

Track and manage referrals, and use analytics to see where leakage happens.

Less documentation & processing time

Digitize and automate end-to-end referral documentation.

Streamlined lifecycle management

Simplify the whole referral process from intake to closure.

Product Capabilities

One system for the whole inbound referral lifecycle

From intake through completion automated end to end.

01 · CONSOLIDATE

Multi-channel intake

Bring referrals from fax, phone, email, portal, and EMR into one unified worklist.

02 · READ

Intelligent Fax Reader (IFx)

AI reads inbound fax documents and auto-populates the referral form.

03 · CAPTURE

Capture & identification

Complete, structured referral data with the patient identified and verified.

04 · AUTHORIZE

Automated pre-authorization

Verify coverage and initiate insurance prior authorization automatically.

05 · COORDINATE

Match, schedule & remind

Smart provider search, scheduling, and automated notifications and reminders.

06 · TRACK
IntakeReviewScheduledDone

Real-time tracking & timeline

Follow every referral to completion with a full timeline and audit view.

Interoperability

Works with your existing systems

HealthViewX, HealthBridge, connects seamlessly with your EMR/EHR, PHM, and third-party systems for a true all-in-one, value-based care experience.

Epic
Allscripts
NextGen
eClinicalWorks
MEDITECH
Centricity
AdvancedMD
CareCloud
Practice Fusion
Cerner
✓ Bi-directional Sync
✓ Real-time Updates
✓ Patient Demographics
✓ Clinical Data
✓ Orders & Results
✓ Scheduling
Built for Enterprise Healthcare
HIPAA
GDPR
AICPA SOC
EscrowTech Secured
ONC-Certified Health IT
Drummond Certified
Trusted by Leading Healthcare Organizations
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