Referral Management for Specialty Care
Heroic efforts. Fragmented data. Disconnected experiences.
Efficient workflows. Connected data. Better experiences for staff, partners, and patients.
AI Document Processing
Referrals arrive as faxes, PDFs, emails, and portal submissions. Hatch reads, extracts, and classifies every document automatically.
Multi-channel ingestion (fax, email, EHR, portal)
AI-powered extraction and classification
Human-in-the-loop review
Eliminates manual data entry
Centralized Referral Queue
Every referral lives in one place. Your team can see status, urgency, location, follow-up dates, and partner source at a glance.
Status tracking and color-coded stages
Urgency levels and follow-up dates
Location routing
Configurable workflow stages
Multi-Stakeholder Messaging
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 messaging
Partner & patient notifications and updates
Built into the workflow, not a separate tool
Reduces phone calls and voicemails
Patient #13831
Partner Referral Portals
Referring partners submit referrals through dedicated portals and track status without calling your team. Loop closure happens automatically.
Dedicated partner portals
Partner-specific intake pathways
Automated loop closure
Real-time referral status visibility
Referral Performance Insights
Identify where referrals stall and where volume leaks. See team productivity across each stage of the referral process.
Throughput and conversion dashboards
Partner and source attribution
Staff productivity reporting
Leakage identification
EHR Integration
Changes in Hatch sync to your EHR. Clinical teams never have to log into Hatch. Referral teams work in Hatch and push completed referrals to the EHR.
Will our referring partners have to stop using their current workflows to send us referrals?
No. They can continue using their existing tools and workflows. Faxes and emails are sent just like normal, and we ingest them into your centralized Hatch queue on the receiving end. Staff can also drag and drop referrals from other portals or email into Hatch; our AI will extract the relevant info and create the referral, syncing with your EHR.
Do I have to manually go into my EHR to close out a referral after completing it in Hatch?
No. Our integration allows you to add completion notes and automatically move the referral into a designated “Closed” bucket in your EHR, removing the need for double work.
Do you take documents out of our EHR, creating compliance risks?
No. We never take anything out of your EHR. We mirror it and push data into the EHR. The documents stay in your EHR to maintain compliance and continuity.
How will our clinical teams know what’s happening with patient referrals if they aren’t being managed in the EHR?
Hatch pushes all relevant activity to the referral’s activity notes in your EHR so that there is a clear log of what’s been done on a referral.
Can we automate communication with patients and referring providers?
Yes. The platform can send automated notifications via text message to patients confirming receipt of the referral. We can also push direct URL links to the patient prompting them to self-schedule once the referral has been processed. For referring providers, the platform features a multi-stakeholder messaging system where you can communicate with providers, case managers, or adjusters directly within the referral case.