Referral management

Healthcare referral management software

(Every referral read, reached and booked.)

Every referral read and charted, the patient reached by call, text or email, and the first visit booked.

Reads every incoming fax and files it to the right chart
Creates the chart entry for each new referral
Reaches the patient by call, text or email, in 20+ languages
Books the first visit and writes it back to your EHR

X+

providers trust us

X+

EHR & PMS integrations

20+

languages

security standards

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1,500+ medical & dental providers trust Confido Health

DEMO CALL

Many workflows, including Voice AI

Listen to how Confido Health handles a real patient call—from scheduling to EHR updates—without putting anyone on hold.

Book a Demo

WHY HEALTHCARE PRACTICES NEED AN AI RECEPTIONIST

Referrals shouldn't wait in the fax tray.

(each day they wait, patients go elsewhere.)

35%

Referrals sit in the fax tray.

They arrive by fax and wait for someone to key them in.

55%

Patients don't hear back in time.

The longer the gap between referral and first call, the more referrals never become visits.

$10k’s

Nobody knows where it stands.

Referring offices call to ask. Staff dig through faxes and notes to answer.

HOW CONFIDO HEALTH WORKS

How Confido Health handles every referral

(from fax to first visit.)

Confido Health isn't limited to the front, mid, or back office. It operates proactively, independently, and finishes entire workflows, integrating with your existing EHR and PMS.

Every fax read.

Every incoming fax is read, sorted and filed to the right chart.

Patient reached.

For a referral, the chart entry is created and the patient is contacted by call, text or email.

Visit booked.

The first visit is booked and every action is written back to your EHR.

Want to talk?

See how Confido Health handles real patient calls and completes tasks inside your EHR.

Book a Demo

Calculate your ROI

FEATURED PARTNERS

Hear from our customers

View Case Studies

A 19-location dental practice recovered $150k quarterly with Confido Health

Facing high call volume and rising cancelations, Alpha Dental turned to Confido Health to recover the revenue that slipped through the cracks.

Confido came in not just to help us reorganize the system, but to alleviate the pressure of the front desk trying to do three or four things at the same time. By having that system implemented, it will help us grow.

Maria Felipe

Senior Operations Manager, Alpha Dental

Formé Medical Center cut missed calls to zero with Confido Health

Facing patients lost to missed calls and long hold times, Formé Medical Center turned to Confido Health to answer every call around the clock, in the language each patient speaks.

"I would highly recommend the Confido team. With Confido Health's AI, I know that I'm going to make a difference not only financially, but in our patients' lives.

Maria Trusa

Chief Executive Officer, Formé Medical Center

Dallas Renal Group now answers 40% of its 20,000 weekly calls automatically with Confido Health

Facing 20,000 calls a week and too many going unanswered, Dallas Renal Group turned to Confido Health to pick up every patient call and free staff for the ones that affect patient health.

Patients are happy because their calls are getting answered quickly. Our staff is happy because now they handle fewer calls and can focus on important calls that make an impact on patients' health.

Srinivas Danda

Chief Operating Officer, Dallas Renal Group

Our impact

Measurable ROI from day one

Confido Health isn't limited to the front, mid, or back office. It operates proactively, independently, and finishes entire workflows, integrating with your existing EHR and PMS.

Calculate your Confido Health ROI

4+

FTEs work equivalent

+15%

monthly revenue uplift

+20%

Revenue collections

50%

Reduction of no-shows

GETTING STARTED

Live in weeks, not months.

(Working with our forward deployed engineer)

No rip-and-replace. No disruption to your existing operations.

01 Discovery & configuration

Map your scheduling rules, workflows, and EHR/PMS environment. Confido adapts to how your organization already operates.

Workflow mapping

Scheduling rules

WEEK 1–2

02 Integration & deployment

Connect directly to your EHR, PMS, and phone system. Workflows go live with real-time read and write.

EHR write-back

Phone routing

WEEK 3–5

03 Impact & optimization

Operational dashboards reveal performance across every location, with continuous improvement.

Dashboards

ROI in 60–90 days

WEEK 6+

How EHR Integration Works

Purpose-built for 50+ healthcare systems

By integrating with the EHR, IVR, and other systems at the heart of your operation, Confido Health brings purpose-built AI agents into your existing workflows, seamlessly.

FAQs

Common questions, clear answers.

(what healthcare teams really want to know.)

Do we need to change our fax number or fax service?

Answer to come from your team.

What does it do with faxes that aren't referrals?

Prior-auth replies, refill requests and coverage updates are routed to the right person or record, using your rules.

What happens when a patient needs a person?

Urgent cases are warm-transferred to your clinical staff, with context. Routine requests are booked.

Which systems do you integrate with?

X+ EHR, PMS and phone systems, including athenahealth, eClinicalWorks, Epic, ModMed and NextGen. If yours isn't listed, ask us.

How long until we're live?

Most practices go live in X weeks.

Turn every referral into a booked visit

Book a Demo