Documo Workflow Automation
Automated Referral Management Software for Healthcare
Reduce administrative burden, convert more referrals, and eliminate the manual work slowing your intake team.
4.8 on G2
99.9% Uptime
99.8% Delivery Rate
HIPAA + SOC 2
U.S.-Based Support
Does this sound familiar?
Staff manually name and file every incoming referral.
Referrals sit in a shared inbox with no clear owner.
Patient, provider, and insurance details get retyped by hand.
Multi-page faxes get filed under the wrong patient.
Nobody knows how many referrals are still pending.
Referrals go unanswered until someone happens to open them.
Patients wait days to hear back about scheduling.
Referral volume can't grow without adding staff.
Checked even one? You're exactly who Documo was built for.
Most teams recognize five or more — and that's usually where the biggest time savings hide.
Medical Referral Management Software for Multi-Site Practices
25% More Referrals.
Same Size Team.
$3.6M
Annual Economic Impact
50%
Less Manual Work
25%
More Referrals Processed
4 Weeks
Typical Deployment
Eye Associates For New Mexico: 15 locations, NextGen, 376 users, nearly 200 inbound faxes daily on one central line. Economic impact is modeled across 3,700 monthly referrals from referral revenue recovered plus staff time returned. An estimate, not measured revenue.
45%
of orgs estimate >20% referral leakage
60%
cite insurance issues
as a cause
49%
cite missing documentation
42%
cite inability to reach the patient
Industry Research
Referral Leakage is Bigger Than Most Teams Assume
Nearly half of healthcare organizations estimate that more than 1 in 5 referrals never become a completed appointment. The leading reasons span the whole referral journey, not one bottleneck.
Source: Documo 2026 Healthcare Research
Process More Referrals With the Same Staff
Referral growth normally requires additional headcount. Automated handling removes that requirement.
Today
Fax arrives.
Staff opens each page.
Searches for the patient.
Files it by hand.
4 minutes
per document
With Documo
With 25% more referral volume processed.
- Referral arrives.
- AI reads and matches.
- Routed to workspace.
- Staff confirm and file.
90 seconds
per document
Outcomes
What Automated Referral Intake Changes
No More Manual File Naming
Documents arrive named consistently and ready to search.
Patients Hear Back
Faster
Once a referral is matched, patients can be notified to schedule - by text or by call.
Staff Confirm Instead
of Retype
Patient, provider, insurance and diagnosis extracted, with the likely match proposed.
Nothing Sits Unowned in a Shared Inbox
Each referral is routed to the team and workspace that owns the next step.
A Patient Referral Management System That Runs on Your EHR
Referrals arrive by fax, scanned upload, and portal download. All of them land in the same place.
Fax
Inbound, any number.
Scanned Upload
Batch or single.
Portal Upload
Manually dropped in.
One Referral Workspace
Classified, extracted, and matched before anyone opens it.
How a Referral Moves Through the Referral Management System
Five steps from arrival to chart, running without staff involvement end to end.
Referral Arrives
AI Reads It
Extract Patient Data
Match Patient
File into EHR
See Referral Automation in Your Environment.
Book a personalized walkthrough with a Documo specialist.
The answer used to always be "I can't find it." Even if we hadn't processed it yet, we have a much easier time finding it and getting it processed while the patient is still on the phone than we used to.
Samantha Contreras, Product ManagerEye Associates For New Mexico
Common Questions About Referral Automation
No. It files into the EHR you already run, including NextGen, eClinicalWorks, PointClickCare, and ModMed. No migration and no interface engine.
Documo proposes a match and a person confirms it before anything files. Identity confirmation stays with your staff by design.
Yes. Multi-document transmissions are separated before filing, so each referral becomes its own entry.
Keep Going
Common Healthcare Workflows
Documo automates the document work across the whole administrative chain, not one step of it.
Prior Authorization
Payer responses classified and routed by outcome.
Patient Intake
Returned packets read, extracted, and signed.
Claims Correspondence
Denials, appeal packets, and payer letters handled.
Your Documents, Your Workflow.
Referral Management Solutions for Healthcare Teams
For intake, routing, or extraction needs beyond the standard referral templates, Documo builds custom workflows purpose-built for your environment.
See All Documo Workflow Automations