ReferralPoint
Visiting us at
athenahealthThrive

AI + Data

Smarter Referrals for athena Practices

You found us. ReferralPoint automates Outbound and Inbound referrals end-to-end to close the loop — right inside the athena workflow your team already uses. Reducing clicks, better patient experience, and maximize your FFS & VBC contracts.

Let's talk today at Thrive

We'll do a 5-minute live look, and send you the overview.

No spam. We'll only use to share the overview and follow up.

ReferralPoint CEO Robert Harris with the walking ReferralPoint QR code box in front of the athenahealth Thrive stage
That's our walking QR code on the Thrive show floor — scan it (or find Robert next to it) and we'll walk you through a live referral in under five minutes.

We'll create your case study like our other clients

51%
Admin time
savings
96%
Reduce
leakage
45%
Lower
referral cost
$3
PMPM
VBC savings

Trusted by medical groups, health systems, and community health centers

CPCVanguardChoicePrivia Medical Group North TexasCentral FloridaMedcuraSun River Health
Outbound — PCPs, medical groups, health systems

What we do for referrals you send out

Match, authorize, schedule, and close the loop on every referral leaving your practice — without adding work to your athena workflow.

Step 1

Referral ordered in athena

Your provider places the order the same way they do today. No new system to log into.

Step 2

IdealMATCH™ picks the specialist

Ranked on network status, cost, quality, access, geography, language, and patient preference — automatically.

Step 3

Auto PriorAUTH™ handles approval

Requirements checked, documentation pulled from the chart, submitted and tracked to a decision.

Step 4

Scheduled and closed out

Patient outreach and scheduling handled for you, then acceptance, completion, and the report land back in athena.

  • Fewer out-of-network referrals and less leaked spend
  • Prior auths worked without your coordinators chasing payers
  • No more “what happened to that referral?” — every one is tracked to completion
  • Zero extra clicks for the ordering provider inside athena
Show me this on my outbound referrals
Inbound — specialists & service lines

What we do for referrals you receive

Capture every fax and call, build the chart automatically, reach the patient, and get them on the schedule — then close the loop back to the sender.

Step 1

Fax or call arrives

Every inbound referral is captured — fax, portal, or phone — into one queue instead of a paper pile.

Step 2

AI reads it and builds the chart

Demographics, insurance, and clinical detail are extracted and the patient chart is created in athena. No retyping.

Step 3

Patient reached and scheduled

Automated outreach, reminders, and scheduling get the patient booked before they call someone else.

Step 4

Loop closed with the sender

Status and the consult report go back to the referring practice, so they keep sending you volume.

  • Inbound referrals stop dying in a fax queue
  • Staff stop hand-keying paper into athena
  • Faster time to appointment, fewer patients lost to another specialist
  • Referring practices see the loop closed and refer more
Show me this on my inbound referrals

Outbound vs. Inbound, side by side

Same platform, two very different jobs. Here's exactly what changes depending on which direction your referrals flow.

Outbound referrals
Inbound referrals
Where it starts
An order placed in athena
A fax, portal message, or phone call from another practice
What AI does first
Ranks in-network specialists with IdealMATCH™
Reads the fax and creates the patient chart in athena
Authorization
Auto PriorAUTH™ assembles and submits the request
Eligibility and auth requirements checked before scheduling
Patient contact
Patient guided to the chosen specialist and booked
Patient called and texted until they're on your schedule
How the loop closes
Acceptance, visit, and report tracked back into your chart
Status and consult note returned to the referring practice
What you measure
In-network rate, time to appointment, leakage, staff touches
Capture rate, conversion to scheduled, no-shows, turnaround

Most athena practices run both directions. Auto 360° VISIBILITY™ reports on outbound and inbound in one place, so leakage and unresolved referrals stop hiding in a fax queue.

What changes on Monday

Outbound — referrals you send out

Staff hunt for a specialist and fax the order

IdealMATCH™ picks the best in-network specialist automatically

Prior auth is chased by phone and portal

Auto PriorAUTH™ submits and tracks the approval

No one knows if the patient ever went

Appointment scheduled and the loop closed in athena

Inbound — referrals you receive

Staff read the fax and type the chart by hand

AI extracts it and the chart is already there

Referral sits in a queue for days

Patient is contacted and scheduled the same day

Sender never hears what happened

Every referral closed out and reported back

HIPAA + HITRUST aligned. Works with athena and every major EHR.

Standards & Certifications
HITRUST CSF CertifiedSOC 2 Type II CertifiedHIPAANISTFISMA CompliantDuo SecurityKnowBe4NetwrixPRTG Network MonitorPDQ.com

Let's talk referrals at Thrive

Tell us whether you send referrals, receive them, or both — we'll send the 2-minute overview plus a time to see ReferralPoint on your own referral volume.