Doctor checking medication on tablet

Order & Referral Management

Deliver patient care more efficiently and securely.


Order & Referral Management digitizes the transmission of secured patient health information that impacts referrals, prescription fulfillment, and compliance. By reducing reliance on outdated technology and automating patient referral management, providers can quickly connect patients with the care they need.

Brochure: Order & Referral Management

Strengthen interoperability and create organizational resilience

Order & Referral Management automates key fax-based workflows, including:

  • Patient intake

  • Medical necessity

  • Financial assistance

  • Claims

  • Appeals

  • Release of information

Compress patient referral workflows from days to hours

  • Support a better patient experience. Process referrals within minutes rather than days. Ensure all patient information is accurate and complete for more productive visits and better-prepared physicians.

  • Reduce administrative workload. Eliminate hours of error-prone, repetitive scanning tasks with paperless, automated workflows that help reduce employee burnout.

  • Enhance compliance. Route digital documents directly to the proper destination with automated data classification, extraction, and indexing. Track referrals from a centralized dashboard that simplifies reporting and auditing.

  • Prioritize patient referrals. Reduce backlogs and delays in care delivery by prioritizing patients based on urgency and case complexity.

  • Make informed decisions. Transform data into actionable insights to track referral volumes, make better staffing decisions, and reduce appointment cancelation rates.

  • Improve financials. Capture revenue previously lost to gaps in the patient referral process while significantly lowering operating costs. Increase patient loads and reduce equipment expenses for a fast return on investment.

  • Increase interoperability. Integrate with many EHR and backend solutions for billing, management, and scheduling.

At least 70% of providers exchange medical information by fax.

- "Health Care Clings to Faxes as U.S. Pushes Electronic Records", Bloomberg Law, Nov. 2021.

Modernize and connect technologies

Despite technological advancements, fax machines remain the communication workhorse of the healthcare industry. Studies show that at least 70% of medical communication in the U.S. takes place via fax.¹

Providers can prepare for the growing consumerization of healthcare by modernizing legacy business systems that frequently cause performance headaches, compliance issues, and staff burnout. Reducing documentation and other administrative burdens for healthcare workers keeps their focus on delivering care, which has far-reaching effects beyond staff experience.

MedTech Breakthrough Award Recipient for "Clinical Efficiency Innovation"

Order & Referral Management won the 2021 MedTech Breakthrough Award for "Clinical Efficiency Innovation". The award celebrates the most outstanding digital health and medical technology products, services, and companies globally. Referrals are a significant component of healthcare delivery. Order & Referral Management allows organizations to receive and process referrals and associated clinical documents digitally, helping them boost operational efficiencies.

See more on our solutions

Case Study: Ricoh Helps Speed Referral Processing

See how a University Hospital Department’s call centers now receive, prioritize and process referrals and associated clinical documents digitally within an hour, versus hours or days.

View the case study

Whitepaper: Healthcare automation enhances patient care and reduces costs

See the findings from the HIMSS Market Intelligence survey on the impact of automation in healthcare.

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Case Study: University of Louisville

Improve patient care and simplify your information management by following best practices for digital forms management.

View the case study
  1. 1. https://news.bloomberglaw.com/pharma-and-life-sciences/health-care-clings-to-faxes-as-u-s-pushes-electronic-records