Inbound referral coordinationEvery inbound referral read, cleared and booked.
Linear Health reads every inbound referral, whether it arrives by fax, web form, phone or email, creates or matches the chart, verifies eligibility and books the appointment. Anything uncertain goes to a coordinator for review.
ReceivedAn EHR order arrives
Illustrative platform data. Northgate Outpatient Center, its patients and its payers are fictional.
- ~5 min
- to first patient contact
- Up to 80%
- of coordination work automated
- 4 weeks
- to your first live workflow
- 4 EHRs
- with established integrations
4 established EHR integrations
Why intake backs up
The referral arrives in seconds. The work to book it does not.
Inbound referral coordination is the work a receiving practice does between a referral arriving and the patient being scheduled: reading the document, creating or matching the chart, verifying eligibility, flagging prior authorization, reaching the patient and confirming back to the referring provider.
45 to 90 minutes
of coordinator time per manual referral.
Linear Health analysis.
Capture
Read by software, confirmed by a person when it matters.
Demographics, insurance, referral reason and procedure codes are extracted from each document. Any extraction below the confidence threshold is queued to a coordinator for one-click review.
Calvin Price
Extracting DataPending ReviewExtracted fields
- Patient
- Calvin Price, 02/11/1968
- Cell phone
- (937) 555-0104
- Insurance
- Summit Health Plan
- Member ID
- SHP 61?8 0452Needs review
- Service line
- Surgery Center
- CPT
- 29881
- Reason
- Right knee pain with mechanical symptoms
Review beside the source.
The original page stays next to the extracted fields, with the one value that needs a second look already marked.
One queue for every channel.
Fax, web form, phone and email referrals land in the same worklist with the same statuses.
A chart is created or matched.
New patients get a chart. Existing patients are matched to the one they already have.
Watch your own faxes become appointments.
Every proposal shows your return against your own numbers. We build to 3x or better.
Clear
Screened against your rules before anyone calls.
Scheduling rules cover provider availability, payer specifics and telehealth versus in-person visits, with prior authorization flagged when it is needed. Screening rules decide what is urgent, what is blocked and what needs a human.
Screening rules
Add ruleBlockingReferral cannot proceed
Urgency48-hour priority scheduling
Human OutreachHuman staff only, no AI calls
Theo MorganReferral 1699009 · Imaging
Reason for referral
Stat lumbar spine MRI, new foot drop, emergent evaluation requested.
Stat / Emergency Priority matchedMoved to 48-hour priority scheduling.
- Priority
- RoutineStat
Your rules, applied to every referral.
Keyword rules mark a referral as urgent, hold it, or route it to staff before automated outreach begins.
Authorization flagged up front.
Referrals that need prior authorization are marked before the patient is offered a time.
Out-of-network referrals stop early.
Blocked referrals carry the reason, so the next step is a decision and not an investigation.
Book
First contact in about five minutes, then a booked visit.
Outreach runs by SMS, email and voice AI in the patient's preferred language. The appointment is booked in your EHR to your providers' scheduling rules, and confirmation goes back to the referring provider.
Outreach
SMSCallEmail
Persistent, and visible.
Each patient's place in the contact sequence is on the worklist, including the ones waiting on a call back from your staff.
Booking that fits in a text.
Patients choose a time from the message they already opened.
The loop closes with the referrer.
The referring provider receives confirmation once the appointment is booked.
Illustrative platform data. Northgate Outpatient Center, its patients and its payers are fictional.
In practice
One screen from referral to appointment.
Before Linear, I needed five systems just to get a patient from referral to appointment. Now I have one screen. The team is coordinating care instead of chasing it.
Customer outcomes, Texas Sleep Medicine
- 37% to ~0%
- Missed-call rate
- 5 to 1
- Tools consolidated
- 4 weeks
- First workflow live
Aunt Martha's Health & Wellness runs referral coordination, care gap closure and voice AI with Linear Health across its network, integrated with athenahealth. Across all customers, Linear Health coordinates tens of thousands of referrals per month.
Getting started
Live in four weeks, on the EHR you already use.
Go-live
4 weeks
First workflow live in 4 weeks.
Pricing
From $2,000
From $2,000 a month. Flat monthly fee per workflow, sized to your volume. You pay nothing monthly until the workflow is live and processing real work.
Integrations
4 EHRs
athenahealth, eClinicalWorks, NextGen and Greenway Health are established integrations. Linear runs on top of your existing EHR rather than replacing it.
Security
HIPAA
HIPAA compliant, SOC 2 Type 2 audited, BAA available.
Questions
Inbound referral coordination, answered.
What is inbound referral coordination?
Inbound referral coordination is the work a receiving practice does between a referral arriving and the patient being scheduled. It includes reading the referral, creating or matching the chart, verifying eligibility, flagging prior authorization, reaching the patient, booking the visit and confirming back to the referring provider.
How does Linear Health handle a faxed referral?
Linear Health reads the fax, extracts demographics, insurance, referral reason and procedure codes, creates or matches the chart, verifies eligibility and starts patient outreach. First patient contact is ~5 min. The appointment is booked in the EHR and confirmation is sent back to the referring provider.
What if the AI gets an extraction wrong?
It routes to a human. Linear Health tunes the model on your fax patterns during onboarding, and any extraction with confidence below threshold is queued to a coordinator for one-click review. The handoff is the product, not a fallback.
We are already on athenahealth. Will this change our setup?
No. Linear Health connects through athenahealth's official API and works inside your existing tenant. Nothing is replaced and your IT team does not install software. The first workflow is live in 4 weeks, with no EHR migration.
Which EHRs does Linear Health integrate with?
Linear runs on top of your existing EHR rather than replacing it. athenahealth, NextGen, eClinicalWorks, and Greenway Health are established integrations, connected through standard health-data interfaces, and booked appointments and status updates are written back into your chart.
What happens to our coordinators?
Up to 80% of coordination work automated. Your team stays in the loop on the other 20%.
How long does implementation take, and what does it cost?
First workflow live in 4 weeks. From $2,000 a month. Flat monthly fee per workflow, sized to your volume. You pay nothing monthly until the workflow is live and processing real work.
Is Linear Health HIPAA compliant?
Linear Health is HIPAA compliant and SOC 2 Type 2 audited, and a BAA is available.