Referral Management

Referrals Tracked, Patients Booked

Confido Health's Voice AI Assistant handles patient calls end-to-end, from scheduling to refills to payments, inside your EHR. Staff get hours back. Patients never wait on hold.

Captures referrals from fax, phone, and direct intake, classified
Matches patients to the right provider by specialty and location
Calls referred patients to confirm details and book the visit
Follows up with referring providers so the loop always closes

40%

LESS REFERRAL REVENUE LEAKAGE

3X

FASTER REFERRAL PROCESSING

24/7

REFERRAL INTAKE COVERAGE
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Trusted by 1,500+ Healthcare Locations

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HEAR HOW IT WORKS

Experience a Real AI-Patient Call

Listen to a live call. Confido Health's AI Voice Assistant calls a referred patient, confirms the referral details, books the specialist visit, and the referring provider hears it closed.

Patient Call Demo
Patient Call Demo
Appointment scheduling conversation
THE REFERRAL LEAK

Referrals Get Sent. Nobody Owns Them. Patients Vanish in Between.

Half of Specialty Referrals Are Never Completed
The patient was referred, the revenue was earned, and then nothing. The visit that never happens shows up nowhere.
46% of Faxed Referrals Never Get Scheduled
Faxes land in a tray and wait for someone with time. The referring provider assumes it is handled. It is not.
38% of Referrals Stall Between Offices
Most drop-offs happen in the handoff: between the referring office and your scheduler, where no one follows up.
THE FULL REFERRAL WORKFLOW

Referral Management Software for Healthcare Practices

AI-powered patient referral tracking that captures every referral, books every patient, and closes every loop. Fax, phone, or direct intake. Every specialty. Every location.

Intake From Any Channel

Referrals arrive by fax, phone, or direct intake and get classified on receipt. Nothing sits in a tray waiting for someone with time.

FAX, PHONE, DIRECT

Provider Matching

Patients get matched by specialty, location, and availability. The right provider, not the same provider every time.

RIGHT SPECIALIST, FIRST TIME

Patient Outreach and Booking

The AI calls referred patients, confirms details, and books the visit, including conversion calls for walk-ins needing
post-visit referrals.

REFERRAL TO APPOINTMENT

Missing Information Resolution

Incomplete referrals get flagged and chased with the referring office. No patient bounced over a missing field.

COMPLETE ON ARRIVAL

Referring Provider Follow-Up

Referring providers get status updates and follow-ups without calling your staff. Closed loops keep referral relationships sending.

LOOP CLOSED

Reminders and Completion

Patients get reminders tied to their referral appointment. Booked referrals become completed visits, not no-shows.

PATIENTS SHOW UP

Want to Talk?

See how Confido Health books the referrals that never call you back.
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What Groups Achieve After Switching

End-to-end workflow execution is not the same as answering a call. Here is how Confido Health compares when it matters most for multi-location healthcare groups.

Dallas Renal Group Testimonial
"

IVR systems are very robotic, just not effective. With Confido Health we have almost freed our nurses and MAs from handling any calls. Now they attend when Call Sara triages. We hire fewer people because of them.

COO — Dallas Renal Group
Alpha Dental Testimonial
"

We were losing patients because of phone calls, and our front desk team was trying to do three or four things at once. With Confido Health, we reduced missed calls by 56% and took pressure off the team. Now, when the phones are not constantly ringing, our team can focus more on the patients already in the office.

Senior Operations Manager — Alpha Dental
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Proven Outcomes

Real Impact Across Real Healthcare Organizations

Measurable ROI within the first 60 to 90 days. Not a promise. A pattern.

4–5

Staff Hours Saved
Per provider, per day. Freed from repetitive phone work.

50%

Fewer No-Shows
Through consistent confirmations, reminders, and follow-ups.

15-20%

Boost in Monthly Recovered Revenue
For multi-location group practices across 51 clinics.

0%

Missed Call Rate
Every call answered. Zero unattended voicemails. 24/7.
Getting Started

Live in Weeks, Not Months

1

Discovery and Configuration

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

Week 1–2

2

Integration and Deployment

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

Week 3–5

3

Impact and Optimization

Operational dashboards reveal performance across every location. Continuous improvement. Measurable ROI within 60 to 90 days.

Week 6+

EHR and IVR integrations

EHR and IVR
Integrations

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Frequently Asked Questions

Have more questions? We'd love to help! You can email us at founders@confido.health

Confido Health is an AI Voice Assistant that works as a referral management system across the full referral lifecycle. It captures referrals from fax, phone, and direct intake, matches patients to the right provider, calls patients to book the visit, and follows up with referring providers until the loop closes.

Referral tracking software shows you where referrals stall. Confido Health acts on them. Tracking tells you a referred patient never scheduled; the AI calls that patient and books the appointment. As a referral management platform, it covers the follow-up work that dashboards can only report on.

Yes. As a patient referral management software layer, Confido Health handles both directions: inbound referrals get captured, booked, and closed, and referring providers get proactive status follow-ups. For specialty groups, closed loops are what keep referral sources sending, and that is the loop the AI never drops.

Yes, and this is where most medical referral software breaks down. Nearly half of faxed referrals never get scheduled. Confido Health classifies fax referrals on receipt, resolves missing information with the referring office, and moves each one to patient outreach the same day.

The best referral management software for multi-location groups closes the gap between referral and appointment, not just the reporting on it. Look for intake across every channel, patient outreach by phone, referring provider follow-up, and completion tracking. Healthcare referral management software that stops at a worklist leaves the leakage where it found it.

Referral software for medical practices only closes loops if it lives in your systems. Confido Health connects with 40+ EHR, PMS, and fax systems, files referrals to the chart, and documents every touch where your team already works. Deployment takes 4 to 6 weeks.

No. Confido Health supports administrative communication workflows such as call handling, appointment scheduling, reminders, routing, and patient access. Confido Health does not provide diagnosis, treatment, telehealth, medical advice, or prescription fulfillment.

No. Confido Health does not approve, prescribe, dispense, sell, or fulfill medications. If a medication-related request is captured, it is routed to the healthcare provider’s authorized team for review and follow-up.

Confido Health is designed for healthcare organizations and supports HIPAA-aligned workflows under the appropriate Business Associate Agreement. Patient data and PHI are governed by the applicable BAA and customer configuration.

Ready to See It Work?

Capture Every Referral. Book Every Patient. Close Every Loop.

See how Confido Health captures referrals from any channel, books referred patients, and keeps referring providers in the loop.

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HIPAA Compliant
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