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Referral Management

Specialist referral processing with authorization and appointment coordination

Complexity: Moderate | Duration: 15-30m | Category: Industry/Healthcare

Tags: referral specialist authorization healthcare

Workflow Diagram​

Steps​

Step 1: Receive referral​

Agent: referral

coordinator - Process referral order

Step 2: Verify authorization​

Agent: revenue

specialist - Check insurance requirements

Step 3: Find specialist​

Agent: referral

coordinator - Match patient needs with providers

Step 4: Schedule appointment​

Agent: scheduling

agent - Book with specialist

Step 5: Transfer records​

Agent: healthcare

specialist - Send relevant documentation

Step 6: Notify patient​

Agent: notification

specialist - Confirm appointment details

Usage​

To execute this workflow:

/workflow industry/healthcare/referral-management.workflow

See other workflows in this category for related automation patterns.