Referral Helper

Simplify specialist referrals from start to finish

Schedule Call

Managing referrals shouldn’t mean chasing faxes or waiting weeks for consult notes.

HealthHelper’s Referral Helper streamlines the entire process - from building packets to scheduling appointments and closing the loop - so your patients get faster access, care stays coordinated in your network, and your staff gets time back.

Why It Matters

Referrals are vital but time-consuming. We make them effortless.

Faster specialist access

improving care and patient experience

Keep referrals in-network

retaining revenue for your network

Close the loop automatically

providing total visibility

save staff time
and cost

on referral coordination staff

How it Works

HealthHelper coordinates referrals end-to-end through automation and human follow-up

Referral placed in EHR

Packet automatically assembled with visit notes and documentation

Insurance eligibility and authorization checked

Best-fit specialist matched and appointment booked

Consult note captured and loop closed in EHR

Configurable based on your clinic’s setup and goals

What you Get

Full-service referral management
that delivers speed and accuracy

Referral packet creation and auth checks

Specialist matching and scheduling

Patient communication and tracking

Frequently Asked Questions

Which referrals do you cover?

We can manage all referrals or focus on a targeted subset based on your needs - such as specific specialties, payers, or contract priorities.

How do you track referrals?

Referrals are tracked through direct EHR integrations, allowing us to monitor status. We update referrals in the EHR.

Do you schedule follow-up appointments?

Yes. We handle scheduling with specialists or other providers, following your established rules and preferred workflows.

Which specialists do you coordinate with?

We’ll work with you to establish a preferred specialist network, but we can coordinate with any external specialist as needed to ensure timely care and loop closure.

Do you close the loop on referrals?

Yes. We ensure that consult notes, reports, and updates are received and documented back in your EHR so care continuity is maintained.

Can you support prior authorization for referrals?

Yes. We can include authorization processing as part of the referral workflow to eliminate back-and-forth between staff and payers.