Use case
Move referrals from received to scheduled
OpenCall helps practices bring phone, fax, and digital referrals into one workflow, contact patients, coordinate missing information, and keep referral status moving.
At a glance
- Bring referrals into one workflow
- Contact referred patients
- Track each referral's next step
- Close the loop with referring offices
How it works
Capture referrals, contact patients, coordinate missing steps, and close the loop.
Capture the referral
Map referral intake from fax, phone, or a digital source into a consistent record and operating path.
Identify what is needed
Check the referral against practice rules and surface missing patient details, documents, destination, or scheduling requirements.
Reach the patient and schedule
Contact the patient, answer routine questions, and move qualified referrals toward the right location, provider, and appointment.
Track and close the loop
Keep status visible, route unresolved work to staff, and support the practice process for updating the referring office.
What it handles
- Multi-source referral intake
Design one operating path for referrals arriving by fax, phone, or digital source.
- Referred-patient outreach
Contact referred patients and guide them toward the next step instead of leaving the referral in a passive queue.
- Referral-aware scheduling
Match the patient to the appropriate location, service, provider, and configured referral requirements.
- Missing-information follow-up
Collect or request missing administrative information and create a clear staff task when human coordination is required.
- Status tracking and work queues
Separate received, awaiting information, patient-contacted, scheduled, declined, and unresolved work.
- Referring-provider closure
Support updates to the referring office when the patient is scheduled, unreachable, ineligible, or needs another path.
What changes
Reduce referral leakage
Give each referral an owner, status, and next step instead of letting it stall between systems.
Convert referrals into care
Reach patients while the referral is active and move them toward the right appointment.
Give operations one view
Make referral progress and blockers visible across locations and teams.
Strengthen referral relationships
Create a dependable process for acknowledging referrals and reporting outcomes back to the source.