Referral Management for Healthcare Delivery Systems

Full life cycle referral management solution for healthcare service providers

The EcoSoft Health Referral Management solution manages physician-to-physician, inter-departmental, outside agency, website and inbound caller referrals. The solution promotes timely patient referral and ensures follow-up, two issues that are especially challenging in large, complex delivery systems. Improved handling of all patient referrals will increase patient satisfaction, speed access to care and increase revenue.

Our Referral Management solution is powerful “in the cloud” HIPAA-compliant software that automates referral routing and tracking for healthcare delivery systems with multiple care-locations (hospitals, clinics, specialists, practices, sites of care). The solution consolidates and tracks all referrals from all sources and can operate as a stand-alone solution or fully integrated with your EMR system.

With our Referral Management solution

  • New referrals trigger automated notifications
  • Routed by your workflow rules to specific providers and/or schedulers including pre-screening information (desired appointment day/time, payer details, MR number and more)
  • Referral information is immediately available to providers and schedulers
  • If integrated with your EMR, stored patient information is merged to assist the provider/scheduler
  • Referral life cycle steps are customized to the specific needs of your organization
  • Referrals not progressing properly are automatically escalated by the workflow manager
  • Optional integration to import new referrals for other sources—EMR, marketing systems
  • Website referral requests are managed in the same way as all other referrals
  • Real-time dashboards easily identify the status of all referrals
  • Monitor and analyze referral-management performance — even track referral monetary value

End User Features:

  • Easy to use with minimal training; intuitive and clear
  • No software installation required; all access is through the web-based portal
  • Quick and easy entry of patient referrals for call-ins and physician-to-physician referrals
  • Access is controlled; only authorized users can see their password- and PIN-protected data
  • Providers and practice schedulers view only their own referrals
  • System administrators see all referrals to all providers
  • Controlled and limited access can be granted to outside agencies and payers

How It Works

EcoSoft Health tracks each referral through the entire referral life cycle, from the request through to conversion to a practice patient or completion of service by the provider. Comprehensive data captured in EcoSoft Health™ can be integrated with other systems to support seamless information flow-through.

Quick Patient Referral Entry

New referrals are imported from website, CRM and marketing automation platforms. When integrated with the healthcare system EMR, appropriate patient information along with the patient referral request details are displayed to aid routing and scheduling.

Enter Referrals at the Physician Source or from Call-Ins

Entering patient referral information is quick and easy for both new and existing patients. This entry method can be used by referring practices, call center personnel and other authorized users in your delivery ecosystem. Patient referral processing notifies appropriate parties. Collected referral information is immediately available in the system.

Track Referral Details

Referrals are tracked through their entire life cycle, from the request through to conversion to a practice patient or completion of service by the specialist. Comprehensive data are captured in EcoSoft Health and can be integrated with other systems to support seamless information flow-through.

Track Performance

The system captures and stores performance data throughout the referral life cycle, categorized by location or practice, provider and campaign. Response timeliness can be compared across these boundaries to identify best practices and areas needing improvement. Automated notifications and escalations of response-times that exceed your set thresholds can help resolve issues before they become problems. If desired, metrics for the value of care delivered can be automatically calculated providing valuable real-time business intelligence.

For Patient Marketing

Set your digital marketing strategy by configuring for both in-bound search and outbound email campaigns with website landing pages. You have the flexibility of using both strategies to develop your market reach plan. When a prospective consumer-patient requests a specific referral through a landing page visit, your workflow rules refer the request to the appropriate provider within your care delivery system.

Marketing features of the EcoSoft Health Referral Management solution include:

  • Patients can request referrals or appointments with specialists in your care delivery system using website-based referral forms
  • Setup of Referral Web Forms is quick and intuitive
  • Forms can be configured for pre-screening questions

Optional Integration with Leading Digital Marketing Platforms

EcoSoft Health applies the power of digital marketing to the healthcare industry through integration with the top lead automation platforms, including eTrigue, Marketo and Build simple one-time outbound email campaigns and landing pages or sophisticated multi-stage nurturing programs. Track email views, visits to web pages, and form fills. Automatically refer prospect requests for specific information, an appointment or follow-up to the appropriate specialists or practices in your provider ecosystem.

Product Walk-through Using Marketo

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