ReferralPoint
NewAI-Powered Referral Management for Healthcare

AI + Data +
Smarter Referrals

We automate Outbound and Inbound referrals end-to-end — helping PCPs send to the right specialist and helping specialists capture, schedule, and close the loop on every one. Lower cost, higher revenue, better patient experience.

Outbound Referral AutomationWant to see Inbound? Toggle to Inbound Automated →
EHR
Mode
ManualAUTO IdealMATCH
Step 1
Verify Insurance
Step 2
IdealMATCH (9 Quals)
Step 3
Auto Prior Auth
Step 4
SARA AI Scheduling
Step 5
Auto Close Loop
Top 3 — Insurance Verified
BCBS PPO ✓
C
Dr. Clark Kent
Cardiology · 4.2 mi · BCBS PPO
Conf.
100
S
Dr. Scott Ewing
Cardiology · 6.8 mi · BCBS PPO
Conf.
92
K
Dr. Kartik Agusala
Cardiology · 9.1 mi · BCBS PPO
Conf.
87
Prior auth auto-submitted · SARA texting patient now
MAP
9 Qualifications
  • Condition Specific ICD-10
  • Preferred Network
  • Takes Patient's Insurance
  • Available
  • Lowest Cost
  • Highest Quality
  • Closes the Loop
  • Close to Patient
  • Language / SDoH
In-Network
0%
+25pp
Avg Cost
$0
-38%
Cost per Auth
-0%
Auto
Time to Schedule
0.0d
-64%

Integrated with the EHRs you already use

athenahealth
eClinicalWorks
NextGen Healthcare
Altera Digital Health
Veradigm
Epic
Outbound + Inbound

We Automate Referrals in Both Directions

One platform, two workflows — purpose-built for the PCPs sending referrals and the specialists receiving them.

Outbound — for PCPs & Medical Groups

Send Every Referral to the Right Specialist

  • IdealMATCH™ picks the best in-network specialist by cost, quality, and patient need
  • Auto prior auths submitted from inside the referral flow
  • Auto-scheduling and patient outreach — no manual phone tag
  • Closed-loop tracking back into your EHR — zero duplicate entry
How outbound works
Inbound — for Specialty Practices

Capture Every Inbound Referral, Automatically

  • Consolidates Fax, Direct, Email, Web Form, Labs, Notes into one smart queue
  • Auto-creates patient charts in your EHR & initiates scheduling
  • Auto-closes the loop with referring PCPs — regardless of their EHR
  • 7 days → 1 day, 15%+ more scheduled patients, RTR/RTA/Close-Loop tracked automatically
How inbound works
Why ReferralPoint

Referral Strategy — Not Just Software

An AI-powered, claims-driven, closed-loop referral strategy that quantifies financial impact for both Fee-for-Service and Value-Based Care.

Born Inside Lightbeam

Spun out of the #1 pop-health platform in value-based care. Enterprise security, claims engineering, and EHR integration on day one.

Claims-Native Intelligence

Every match, every score, every report is grounded in real claims data — not surveys or guesswork.

Closed Loop on 100%

Outbound or inbound, every referral closes back into the EHR with diagnosis, procedure, and cost attached.

$5B+
Lightbeam (parent) client VBC savings
92%
In-network referral rate
7→1
Days to process inbound
−45%
Referral cost (Privia NT)
Who You Are

Built for Every Side of the Referral

Pick your role to see the workflow, ROI, and proof tailored to you.

Features

Everything You Need to Refer Smarter

From matching to analytics, manage your entire referral program in one place.

AI-Powered IdealMATCH™

Find the best in-network specialist — automatically.

Automatically identifies the best in-network specialist based on cost, quality scores, and patient needs.

IdealMATCH™ Results
In-Network Rate
92%
+25pp ↑
Avg Cost/Referral
$312
-38% ↑
Cost per Auth
Lower
Auto via API
Time to Schedule
1.2d
-64% ↑
Latest Match: Dr. Sarah Chen
Cardiology · In-Network · 4.9★ · $280/visit
Automated Prior Authorizations

Auto-submit prior auths inside the referral flow.

Eliminate manual follow-ups and delays. Auto-submit prior authorizations directly from the referral workflow.

Prior Auth Queue
May 2026
  • J
    James T.
    Orthopedics
    Auto-Approved
  • M
    Maria G.
    Cardiology
    Submitted
  • L
    Linda R.
    Neurology
    Pending
  • D
    David M.
    Oncology
    Auto-Approved
Auto IdealMATCH™

Push the ideal specialist into the Refer To field via API.

Condition-specific, insurance-aware, and patient-preference driven — no manual selection needed.

Auto IdealMATCH™ — Refer To
SpecialtyCardiology
InsuranceBCBS PPO
Refer ToDr. Sarah Chen — Plano TX
Auto-pushed via API · Insurance-aware · Patient-preference matched
EHR-Connected Referral Closing

Track every referral from order to outcome.

Automatically close the loop inside your existing EHR — no duplicate entry, no workflow disruption.

Doctor's Network
IDNameSpecialtyStatus
#M14Dr. John DoeCardiologistIn-Network
#M15Dr. Amy LinNeurologistIn-Network
#M16Dr. Carlos R.OrthopedicsPreferred

Integration & Security, Built In

ReferralPoint is HIPAA-compliant with PHI protection, access governance, and enterprise-grade controls baked into how the platform is designed and deployed.

HIPAA CompliantAccess ControlsAudit TrailsEncryption In TransitEncryption At RestOperational Logging
Standards & Certifications
HITRUST CSF CertifiedSOC 2 Type II CertifiedHIPAANISTFISMA CompliantDuo SecurityKnowBe4NetwrixPRTG Network MonitorPDQ.com
Data Protection
  • Encrypted storage and transport
  • Tenant-level data boundaries
  • Secure backup and recovery
Access Governance
  • Least-privilege permission model
  • Role-based access controls
  • Operational access logging
Monitoring & Audit
  • Action-level event tracking
  • Traceable decision history
  • Compliance-ready audit exports
Reliability
  • Automated health checks
  • SLA status visibility
  • Incident response runbooks

Built To Work With Your EHR

Seamless workflow and integration across leading EHR and PM systems. If yours is not listed, ReferralPoint can still connect through our integration framework.

Direct MessageSSOAPIFHIRHL7CDACCD
Parent Company Reach
Top 20+ EHRs via Lightbeam

Through our parent company Lightbeam Health Solutions, ReferralPoint reaches into the top EHRs used in U.S. healthcare — and others can be added when the workflow calls for it.

AthenaEpicAllscriptsNextGeneCWGreenway IntergyGreenway PrimesuiteCernerMeditech (+Expanse)Care CloudAdvancedMDPractice FusionAmazing ChartsGE CentricityHealth FusionHealthlandMedentEvidentPractice PartnerKareoProvider Flat FileCompuGroupAzalea HealthCare TrackerCare 360TCCEMDPraxiseMDsElationIDXMcKessonMedhostPicasso EHRQS1-Primecare
Client Results

Trusted by Healthcare Leaders

Real stories from CMOs, CMIOs, and executives who transformed their referral programs with ReferralPoint.

Vanguard Medical Group
Privia Medical Group North Texas
Choice Health Network
Center for Primary Care
Central Florida Health Care
MedCura Health
Sun River Health
Family HealthCare Network
Moses/Weitzman Health System
Community Healthcare Network
BlueCross BlueShield of South Carolina
Vanguard Medical Group
Privia Medical Group North Texas
Choice Health Network
Center for Primary Care
Central Florida Health Care
MedCura Health
Sun River Health
Family HealthCare Network
Moses/Weitzman Health System
Community Healthcare Network
BlueCross BlueShield of South Carolina
Trusted in Live
Healthcare Operations
"
Joshua Abraham
Director, Network Management · VillageMD
ReferralPoint has helped identify gaps and improved our referral processes using data and automation, which has continued to improve our clinical and financial outcomes.
$8M+
Cost Savings
85%
Keepage 35→65%
51%
Admin Time Saved

Real metrics from ReferralPoint customer case studies — not pilots, not projections.

Ready to Get Started?

Start Saving on
Patient Referrals Today

Join leading healthcare organizations that have transformed their referral programs with AI, data, and automation.

info@referralpoint.ai · No commitment · 30-min walkthrough
92%
In-network rate
−38%
Cost per referral
51%
Less manual work
1.2d
Time to schedule