Referral Management for Specialty Care
Inefficient workflows. Fragmented data. Disconnected experiences.
Efficient workflows. Connected data. Better experiences for staff, partners, and patients.
Referrals arrive as faxes, PDFs, emails, and portal submissions. Hatch reads, extracts, and classifies every document automatically. Your team reviews and confirms instead of typing everything by hand.
Multi-channel ingestion (fax, email, EHR, portal)
AI-powered extraction and classification
Human-in-the-loop review
Eliminates manual data entry

Every referral lives in one place. Your team can see status, urgency, location, follow-up dates, and partner source at a glance. No more toggling between spreadsheets, inboxes, and the EHR.
Status tracking and color-coded stages
Urgency levels and follow-up dates
Location routing
Configurable workflow stages
Secure messaging is built into the referral workflow. Send updates, request information, and close the loop with patients and referring partners directly from the platform.
Secure patient messaging
Partner notifications and updates
Built into the workflow, not a separate tool
Reduces phone calls and voicemails
Patient #13831

Referring partners submit referrals through dedicated portals and track status without calling your team. Loop closure happens automatically. Partners know where their referrals stand at every step.
Dedicated partner portals
Partner-specific intake paths
Automated loop closure
Real-time referral status visibility
See throughput by location, partner, and referral type. Track staff productivity. Identify where referrals stall and where volume leaks. Attribution ties every referral back to its source.
Throughput and conversion dashboards
Partner and source attribution
Staff productivity reporting
Leakage identification


Hatch integrates with your EHR bidirectionally. Changes in Hatch sync to the EHR. Clinical teams never have to log into Hatch. Referral teams work in Hatch and push completed referrals to the EHR.

