01
Referral intake
Capture referrals from EHR messages, faxed packets, portal uploads, or phone calls, then validate patient match, source NPI, specialty, and ICD-10 context.
Care Coordination
Referral and Care Transition Coordination
Coordinate referrals and care transitions through eligibility checks, prior authorization, scheduling, closed-loop note-back, and analytics from one worklist so handoffs stay visible.
65%
Reduction in Readmissions
85%
Workload Reduction
Features
Our CareSpace platform provides comprehensive features to transform your care coordination and management.
Unified Referral Intake
Normalize EHR messages, fax packets, portal uploads, and calls into one patient-matched queue with source fields checked.
Workflow Analytics
Track referral-to-visit time, stale referrals, conversion, and closed-loop rate by source so teams can act on aging work.
Personalized Care Plans
Auto-draft care plans from structured and unstructured records while keeping owner, next action, and due date visible.
Point of Care Integration
Push evidence-based interventions into the encounter with eligibility, prior auth, scheduling, and follow-up context attached.
Risk Stratification
Combine claims, clinical history, and SDOH signals to prioritize outreach queues by risk, gap status, and next best action.
Key Highlights
85%+
Closed-loop confirmation target
Referral Management target within 90 days
6-8 days
Referral-to-visit target
Down from a 14-21 day baseline
4-6%
No-auth denial target
For referred encounters with PA detection
6-10 hrs/wk
Coordinator time saved
Referral operations benchmark for smaller practices
Referral management workflow
From intake to closed-loop note-back
QuickIntell keeps every referral on a clear path from referral intake through eligibility, prior authorization, scheduling, completed visit follow-up, and source-level analytics.
02
AP-1 eligibility
Accepting the referral triggers AP-1 eligibility so coordinators can resolve inactive coverage before a patient is scheduled.
03
AP-2 prior auth
Payer, specialty, and procedure rules flag auth needs and open AP-2 prior auth before non-urgent visits move forward.
04
Scheduling
Approved or no-auth referrals flow into scheduling with patient, specialty, coverage, and referral context already attached.
05
Completed visit
Visit completion events connect the encounter, scribe note, coding summary, and referral record for downstream closure.
06
Closed-loop note-back
Coordinators review the auto-drafted outcome note and send the closed-loop note-back to the referring provider through the configured channel.
07
Source Scorecard analytics
Referral status, note delivery, stale referral, and conversion events update Source Scorecard analytics for weekly source management.
Integration operations
Built for the systems around referral work
Standards-based EHR, scheduling, clearinghouse, and monitoring paths keep referral coordination connected without hiding exceptions from the team responsible for closure.
FHIR R4/REST entry points
Inbound referrals can arrive as structured FHIR R4 ServiceRequests or REST payloads, with document, plan-of-care, diagnosis, and referring-provider context preserved.
EHR connectivity
Referral workflows are designed for OpenEMR, Epic, Cerner, and Athena environments, including patient match, appointment context, and referral status syncs.
Availity/Stedi payer checks
Eligibility and auth signals can route through Availity/Stedi clearinghouse paths so AP-1 and AP-2 decisions stay tied to the referral record.
EHR write-backs
Closed-loop outcomes, note delivery status, and FHIR DocumentReference write-backs return structured confirmation to the referring chart when supported.
Conflict handling
Duplicate referrals, patient-match uncertainty, field conflicts, stale items, and bounced note-backs stay visible for coordinator review instead of being silently overwritten.
Health monitoring
Interface health, endpoint availability, retry exhaustion, and delivery failures feed operational monitoring so support teams can intervene before loops break.
Our Approach
Discover how our integrated approach transforms healthcare delivery and coordination.
A Collaborative Approach to Integrated Care Delivery
By leveraging over a decade of experience in clinical rules engine and analytics, combined with deep clinical content expertise, CareSpace empowers you with the capability to have an integrated care team that delivers coordinated care at an unprecedented scale.
AI Agents Transforming Healthcare
Leveraging cutting-edge AI technologies, QuickIntell empowers healthcare organizations to revolutionize their operations. We specialize in automating and optimizing Revenue Cycle Management (RCM) for faster claims processing and reduced denials, alongside streamlining critical administrative workflows.
Care Coordination in Practice
QuickIntell keeps referral, eligibility, authorization, scheduling, and note-back steps visible across the care coordination workflow.
1
Referral intake
Capture inbound referrals from EHR feeds, faxed documents, portal uploads, or manual entry, then triage each item from a single worklist.
2
Coverage checks
Trigger eligibility and prior authorization workflows as referrals are accepted, so required coverage work starts before scheduling.
3
Closed-loop tracking
Track referral status, note-back delivery, source scorecards, and follow-up activity with audit-friendly event history.
Core Offerings
Comprehensive AI solutions that transform every aspect of healthcare operations.
AI RCM
Queue eligibility, prior auth, coding, claims, and denials work with status, owner, and aging metrics instead of loose follow-up lists.
AI Classification
Classify referral packets, insurance cards, orders, and clinical documents, then route extracted fields to the correct work queue.
AI Eligibility Verification
Run coverage checks at intake and before scheduling so inactive coverage is resolved before the referral advances.
AI Scribe
Draft clinical notes and referral summaries from visits, giving coordinators reviewed documentation for closed-loop note-back.
AI Voice Agents
Automate reminders, status calls, and patient outreach while logging outcomes back to the coordination timeline.
Why QuickIntell?
Healthcare Workflow Agents
Agents follow configured AP-1 eligibility, AP-2 prior auth, scheduling, and note-back rules with human review where needed.
Operational Precision
Validation checks for patient match, source NPI, payer, diagnosis, and duplicate referral windows reduce avoidable rework.
Scalable Intelligence
Dashboards expose throughput, aging, stale-referral, and closed-loop metrics across clinics without spreadsheet tracking.
Frequently Asked Questions About Referral Coordination
Get answers about supported QuickRCM referral intake, eligibility, prior authorization, scheduling, and closed-loop workflows.
QuickRCM supports inbound and outbound referral worklists, referral detail review, eligibility handoffs, prior authorization handoffs, scheduling context, stale referral follow-up, and closed-loop note-back tracking.
Referrals can be captured from an EHR message, faxed packet, portal upload, or phone call. Coordinators review patient match, referring provider NPI, specialty, and ICD-10 context before accepting the referral.
Accepting a referral moves it into the active workflow and can trigger AP-1 eligibility. If coverage is inactive or incomplete, the coordinator can resolve coverage before scheduling.
The Auth Required banner uses payer, specialty, and procedure context to flag referrals that need prior authorization. When authorization is required, the coordinator can initiate AP-2 before a non-urgent visit is scheduled.
When a referral is ready to schedule, QuickRCM opens scheduling with patient, specialty, coverage, and referral context attached. The appointment carries the referral ID so downstream work stays linked.
Closed-loop tracking follows a referral through the completed visit and outcome note-back. Coordinators review the drafted note-back and send it to the referring provider through the configured channel.
The referral inbox includes stale and pending-status workflows so teams can follow up with the patient or referring source instead of leaving unscheduled referrals in spreadsheets or sticky notes.
Yes. QuickRCM can flag likely duplicates when the same patient, referring provider, and diagnosis appear within a configured window. Senior coordinators can override the flag when the referral is legitimate.
Referral Detail includes a print action, and authorized Practice Manager or Auditor roles can export the currently filtered inbox as CSV for operational review.
Ready to Close Referral Loops Faster?
See how QuickIntell helps care teams manage referral intake, eligibility, prior authorization, scheduling, and closed-loop note-back across connected EHR and payer workflows.