Referral management

READY-TO-DEPLOY AI AGENTS

A production-ready AI agent built for referral intake

Magical’s Referral Management AI Agent ingests inbound referrals, extracts structured data, enters information into your EHR, and routes referrals automatically. Runs 24/7 across fax, portals, and intake systems.

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

Referral intake is manual, error-prone, and slows patient access

10,000

Faxed referrals processed manually per health system annually

48 hrs

Average turnaround time from referral receipt to transcription

8,000+ hrs

Annual staff time spent on referral data entry and processing

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Automate referral intake and processing end-to-end

This agent is pre-trained to run the entire authorization workflow. Deploy once on your systems, and it continuously processes incoming requests.

1. Ingest Referral

Agent monitors inbound referral sources including fax, portals, EHR messages, and email.

2. Extract Referral Data
2. Extract Referral Data

Agent reads and extracts structured data from unstructured referral documents with high accuracy.

3. Match Patient & Validate Information
3. Match Patient & Validate Information

Agent matches referral data to existing patient records and validates required fields.

4. Enter Referral into EHR
4. Enter Referral into EHR

Agent inputs structured referral data directly into the appropriate system or workflow.

5. Route Referral
5. Route Referral

Agent assigns referrals to the correct department, specialty, or work queue.

6. Identify Missing Information
6. Identify Missing Information

Agent flags incomplete referrals and initiates follow-up workflows automatically.

7. Monitor Referral Status
7. Monitor Referral Status

Agent tracks referral progression and ensures timely movement toward scheduling.

Deploy one agent or automate the entire workflow

Deploy one agent or automate the entire workflow

The Patient Access Suite

Deploy a team of specialized AI agents to automate referral intake, benefits verification, and prior authorization end-to-end.

The Patient Financial Services Suite

Deploy a team of specialized AI agents to automate referral intake, benefits verification, and prior authorization end-to-end.

Step 3: Automate forever

Let your AI agent continuously process incoming referrals with high accuracy and no manual intervention.

The Patient Financial Services Suite

Extend automation downstream with AI agents handling payment posting, underpayments, and denials.

Deploy your AI agent in 3-4 weeks

1. Scope

Capture referral intake workflows and SOPs.

2. Build

Configure agent for inbound referral sources and systems.

3. Train

Supervised runs refine extraction accuracy and routing logic.

4. Deploy

Agent processes referrals continuously across systems.

Works across your existing healthcare systems

What healthcare providers are saying

"Magical eliminated manual referral processing and allowed our team to focus on getting patients scheduled faster."

Operations Leader, Health System

Operations Leader, Health System

Deploy your Referral Management AI Agent