What this page covers
Referral management is two jobs that both leak: getting inbound referrals scheduled fast, and getting outbound referrals coordinated and closed. An inbound referral that sits unscheduled is a patient who goes elsewhere. An outbound referral with no records and no result back is a broken loop. Flexbone works both directions inside your EHR.
Inbound referrals: fast intake and scheduling
When a referral arrives by fax, portal, or direct message, the clock starts. Flexbone reads the referral, reaches the patient quickly to schedule, verifies eligibility, and confirms any records or authorization needed before the visit. Speed matters because a patient who is not contacted within a day or two often books with whoever calls first. The agent also flags referrals that need prior authorization and routes them to that workflow so the visit is covered when it happens.
Get an outside read on your referral management workflow
In 30 minutes we map your current volume, the payers and systems involved, where staff time goes, and the highest-ROI calls and follow-ups Flexbone can take off your team first, scoped to the work you actually run.
Outbound referrals and records exchange
When your provider refers a patient out, the referral has to reach the right specialist with the right records, and the practice needs the result back to close the loop. Flexbone sends the referral and the relevant chart records to the receiving office, confirms receipt, and tracks the referral status. It chases the consult note or result so the referring provider is not left guessing, which protects both continuity of care and the downstream coding that depends on documented follow-up.
How Flexbone closes the referral loop
Flexbone runs referrals as a tracked queue in both directions, with every step written back to the EHR: inbound referral scheduled and verified, outbound referral sent with records and tracked to a returned result. Referrals that stall, such as a specialist office that has not responded, are surfaced for staff with the history attached. The work is scoped to your referral sources, specialties, and EHR.