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Referral Management & Tracking

Clinical Workflows

EHR Integrated✓HIPAA CompliantAI-Powered

Referral Management & Closed-Loop Tracking

Automate the referral lifecycle from initiation to completion.

148+

Integrations

Connected Agents

24/7

Availability

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No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Referral Management & Tracking Works

PCP orders referral to orthopedics for knee pain evaluation

AI identifies 3 in-network orthopedic groups near the patient

Patient receives SMS with specialist options and self-scheduling links

Referral package sent to selected specialist

AI monitors: appointment scheduled → completed → specialist report received

If any step overdue → AI follows up with specialist office and alerts care coordinator

Specialist report received → attached to patient chart → PCP notified

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Integration capabilities

Cevi can read 6 data types and write 5 data types for Referral Management & Tracking

Provider directories

read

specialist availability

read

insurance networks

read

patient clinical records

read

referral status

read

specialist reports

read

Referral orders

write

clinical document packages

write

referral status updates

write

specialist report attachments

write

care coordination notes

write

Join hundreds of medical practices automating their operational workflows with Cevi

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Works with 148+ integrations

Referral Management & Tracking connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Alleva

EHR & Practice Management

BestNotes

EHR & Practice Management

CentralReach

EHR & Practice Management

CureMD

EHR & Practice Management

Healow

EHR & Practice Management

Jane

EHR & Practice Management

Build your Referral Management & Tracking automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Referral Management & Tracking

The AI monitors appointment scheduling confirmation, claims data showing the visit occurred, and incoming documentation from the specialist, with configurable SLAs at each stage.

Yes. When a referral requires prior auth, the AI automatically triggers the prior authorization workflow before the specialist appointment is scheduled.