TODAY PATIENT MEDICAL RECORD FROM RECEIVED ASSIGNED TO REQUESTED DOCTOR STATUS John Smith DOB 04/12/1985 Matched Phone Call (404) 555-0312 May 6, 10:24 AM 2h ago MA Maria Alvarez Dr. Blake Anderson Scheduled Emily Johnson DOB 07/23/1992 Matched Online Form Patient portal May 6, 9:15 AM 3h ago JC James Chen Dr. Frank Peterson Scheduled Michael Brown DOB 11/03/1978 Matched Voicemail (404) 555-0312 May 6, 8:42 AM 4h ago PR Priya Raman Dr. Jose Medina Scheduled Sarah Davis DOB 02/14/1990 Matched Text Message (404) 555-0199 May 5, 4:31 PM Yesterday DW Dana Whitfield Dr. Sylvia Reyes Contacted David Wilson DOB 09/18/1966 Matched Fax (404) 555-0177 May 5, 2:18 PM Yesterday LO Luis Ortega Dr. Frank Peterson Pending Jessica Taylor DOB 03/07/1988 Matched Email referrals@inbox May 5, 11:07 AM Yesterday AN Amy Nakamura Dr. Blake Anderson Scheduled FAX New patient referral REFERRAL EMAIL Medical records request MEDICAL RECORDS PORTAL Prior authorization PRIOR AUTHORIZATION TEXT Need to reschedule APPOINTMENT REQUEST VOICEMAIL Prescription refill RX REFILL PHONE Calling about a refill RX REFILL

Turn more referrals into scheduled care.

Switchboard, MD helps practices capture referrals from every source, reach more patients, and coordinate the work that turns patient demand into completed visits and procedures.

TRUSTED BY

Georgia Eye Partners
Georgia Vision Institute
MidWest Eye Center
EyeSouth Partners
Medici Orthopaedics & Spine
Kirby Medical Center
Marshfield Clinic Health System
University of Minnesota Health
Department of Health and Human Services
Georgia Eye Partners
Georgia Vision Institute
MidWest Eye Center
EyeSouth Partners
Medici Orthopaedics & Spine
Kirby Medical Center
Marshfield Clinic Health System
University of Minnesota Health
Department of Health and Human Services
Georgia Eye Partners
Georgia Vision Institute
MidWest Eye Center
EyeSouth Partners
Medici Orthopaedics & Spine
Kirby Medical Center
Marshfield Clinic Health System
University of Minnesota Health
Department of Health and Human Services

Stop hunting for the work that needs to get done.

Patient requests are scattered across inboxes, phones, faxes, portals and EHR queues. Switchboard, MD identifies what each communication is and puts it in the right work queue automatically.

Without Switchboard, MD
Fax inbox32
Voicemail18
Portal47
Email21
Text14
EHR queue36
With Switchboard, MD
My Work 32 items
0Referrals
0Appointment requests
0Medical records
0Rx refills
0Prior authorizations

The right work. In the right queue. Ready for the right person.

Referrals are just the beginning.

Switchboard brings the same intelligent workflow to the administrative work surrounding patient care, helping teams manage requests, complete tasks, and keep work moving from one place.

Medical records

All of it lands in the same work queue.

Other patient requests Automatically classified and routed to the right workflow.

Different work. One place to manage it.

Turn every patient workflow into an automated outreach journey.

Build multi-step voice and text campaigns that automatically respond to what is happening in the patient journey. Trigger outreach when a referral is received, a record is created, an appointment is approaching, or a patient is due for recall, then keep following up until the next step is complete.

Referral conversion campaign

Build the workflow once. Switchboard keeps it moving.

Connect texts and calls into multi-step campaigns that trigger automatically based on patient and workflow status, so teams don’t have to manually remember who needs another follow-up.

Analytics

Know what’s moving. Know what’s stuck.

Track referral performance, understand appointment capacity, and give teams the visibility they need to improve patient access.

Last 30 days

400 Received
342 Contacted
260 Scheduled
65% Converted

Next 14 days

Orthopedics 24
Spine 8 Limited
Hand 17
Sports medicine 12

Last 30 days

Metropolis Primary Care 48 34 scheduled · 14 not yet
Gotham Family Medicine 36 31 scheduled · 5 not yet
Star City Internal Medicine 29 26 scheduled · 3 not yet
Opportunity: 14 referrals from Metropolis Primary Care have not yet scheduled.
  • Track referrals

    See what came in, where it is, and what converted.

  • Understand capacity

    Know where patients can actually be scheduled.

  • Equip physician liaisons

    See volume, conversion, and opportunity by referring practice.

Proven in real healthcare workflows.

30%

Increase in referrals converting to scheduled appointments

33%

Higher callback answer rates

60%

More capacity with existing staff

Explore customer stories

Don't let patient care fall through the cracks.

See how Switchboard, MD helps specialty practices capture patient demand, reach more patients, and turn more referrals into scheduled care.

Request Demo