OpenBots Gen AI Automates Patient Referral, Improves Productivity by 30% and Reduces Errors by 80%

The client’s patient referral management process involved receiving referrals through multiple channels, including fax (85%) and direct access (15%). Upon receipt, patient details were manually extracted from referral forms and entered into the Referral application. Using API integration, the Referral application synchronized with the CRM, ensuring real-time updates across both platforms. Patient insurance coverage was verified by scanning insurance IDs and checking coverage details, including the need for prior authorization. If prior authorization was required, a patient summary form was submitted to the insurance web portal. Once authorization was secured, the results were diligently updated across Referral application, CRM, and EMR application, ensuring continuity of care and keeping all stakeholders informed.