Who we serve
Referral management,
built for
ophthalmology, orthopedics, pain management, cardiology, gastroenterology, and dermatology.
Referrals arrive by fax, email, portal, phone and e‑referral, on lines that were never meant to receive them. Fewer than half land with the right team without someone intervening.
Fewer than half your referrals
land right the first time.
Not because anyone is careless. The sort is two decisions, not one, and it happens before the work of scheduling even starts.
Read, sorted, and in one place
before anyone opens it.
However it arrives, it lands in one list with what it is already decided. Open any item and the chart, the outreach, and the schedule are already there.
A suspected urgent case is flagged rather than queued behind a routine visit.
One list, every channel. Records requests, refills and auths are already somebody else’s, so what is left in front of you is yours.
- Referral letter · Clearview Clinic
- OCT imaging · 3 files
- Insurance card · front and back
Matched to an existing patient record, so no duplicate to clean up later.
One record, from the fax line to the confirmed appointment.
Every specialty gets referrals.
No two get them the same way.
What arrives, how it has to be split, and what the referring office is waiting to hear back changes by specialty. Here is what we built around.
Retina, glaucoma and oculoplastics all arrive on the same fax line.
Comp and urgent-care referrals rarely come back closed.
What we do Every referral is read and sorted to the right subspecialty and provider before anyone opens it, and the consult note goes back on whatever channel it arrived on, comp and urgent care included.
Spine, sports and joint replacement are three different schedules.
Workers’ comp referrals carry a separate paper trail from day one.
What we do Referrals are routed by subspecialty and payer track at the same time, so a comp case lands on the right schedule with its documentation already attached instead of being re-sorted by hand.
Almost nothing gets scheduled before authorization.
Denials land after the cost is already incurred.
What we do Auth requirements and missing documentation surface at intake rather than after the visit is booked, and every pending referral is tracked by how long it has been sitting so nothing quietly ages out.
Screening and consult referrals need to split before anyone opens them, or open-access slots sit empty.
A screening booked as a consult costs the patient a visit and you a slot.
What we do Screening and consult referrals are separated on arrival and sent to the matching slot type, and anything the classifier is unsure about is held for a person rather than booked into the wrong column.
Mohs, medical and cosmetic sorted from a letter that often says none of the three.
A suspected melanoma queued behind routine visits is the miss nobody sees until later.
What we do Referrals are classified from the full document rather than the subject line, and a suspected urgent case is flagged to the top of the list instead of waiting its turn behind routine visits.
Post-discharge follow-up competes with routine consults on the same list.
Structural and EP referrals belong to a different handful of providers than general cardiology.
What we do Post-discharge follow-up is separated from routine consults on arrival, and structural and EP referrals route to the specific providers who take them rather than into the general cardiology pool.
Don’t see your specialty?
If referrals and patient communications are sent to you, we can build around them.
Tell us how they reach your practice and we’ll show you what it could look like.
The volume you never see
is the volume you lose.
of referrals arrive on a line that isn’t the referral line, so nobody sees them and nothing comes back.
to know volume from a referring provider is declining, instead of finding out a quarter later.
lost between a decline starting and someone noticing. By then, the relationship takes a visit to repair rather than a call.
≈ $84,400 in collectionsThe questions that come up
before the first call.
No. We integrate with the system you already run and write back to it, so nothing about how clinical staff work changes.
and more...
Sorting inbound faxes by hand, and re-routing everything that landed in the wrong queue, which is roughly half of what arrives today. Your team keeps the part that needs a person: reaching the patient and getting them scheduled.
Four weeks on average. Fax lines consolidate first and run in parallel, so nothing is dropped during cutover, and training is measured in hours.
Whatever you practice, the referral is the same problem.
See how Switchboard, MD captures every referral however it arrives, routes it to the right team on the first pass, and turns more of them into scheduled care.
Book a Demo