AI-Powered

Referral CareFlo

Boost Your Referrals by 20%, Never Miss Any Referral with 24/7 Automated Referral Management

AI-Powered

Referral CareFlo

Boost Your Referrals by 20%, Never Miss Any Referral with 24/7 Automated Referral Management

250+ Global
Organizations
Trust Us

250+ Global Organizations Trust Us

Bridge

Bridge Home Health Achieved

20% Boost in Referral Conversion Rates
24/7 Bot Assistance to Capture Referrals
7 FTE Reduction from Referral Intake Team

How Does Automated Referral Works?

  • Manual referral processing is challenging for agencies
  • It leads to missed opportunities and revenue loss
  • AutomationEdge’s Referral Bot CareFlo streamlines the process

CareFlo’s process:

  • Extracts client data from various referral sources
  • Checks compatibility with agency services
  • Performs insurance eligibility checks when applicable
  • Enters approved referrals into the EMR system
  • Sends interest email to the client
Referral Automation

How Does Automated Referral Works?

Referral Automation
  • Manual referral processing is challenging for agencies
  • It leads to missed opportunities and revenue loss
  • AutomationEdge’s Referral Bot CareFlo streamlines the process

CareFlo’s process:

  • Extracts client data from various referral sources
  • Checks compatibility with agency services
  • Performs insurance eligibility checks when applicable
  • Enters approved referrals into the EMR system
  • Sends interest email to the client

Explore Our Free Experience Centre for Immersive Self-Service Demos of Solutions.

Advantages of Referral Bot

Improved Efficiency

Automating repetitive tasks frees up staff time to focus on higher-level tasks like client care and relationship building with referral sources.

Reduced Errors

Automation minimizes manual data entry errors, improving data accuracy and streamlining the process.

Faster Response Times

Automated responses to referrals and scheduling can lead to faster service and improved client satisfaction.

Identify Referrals Real-time

Quickly identify potential referral opportunities by analyzing incoming data, such as patient demographics, medical history, and previous interactions with healthcare providers and ensure timely intervention.

Faster Referral Approval

Expedite the eligibility verification process by accessing patient insurance information, medical history, and other relevant data in real time, enabling home care agencies to approve/reject referrals.

Increase Revenue Opportunities

Efficiently handle and process referrals more efficiently to help home care agencies to capitalize on revenue opportunities.

Request a demo to see Referral CareFlo in action!