How Outbound Referrals Work
From PCP order to closed loop — 8 steps that automate every outbound referral your organization sends.
Receiving referrals into a specialty practice? See how inbound works →
Build Your Provider Intelligence
We aggregate your clinical and claims data into a single, normalized data warehouse — then score every provider across six dimensions: Subjective, Access, Volume, Loyalty, Outcomes, and Cost. You set the weights to create your custom IdealMATCH score.
Organize Your Networks
Use IdealMATCH scores to build preferred networks on an interactive map. Organize by payor, geography, or contract type — keeping fee-for-service and value-based arrangements clearly separated and optimized.
One-Click Specialist Matching
From inside your EHR, a single click surfaces the highest quality, lowest cost, in-network provider automatically. IdealMATCH factors patient preferences — language, gender, religion, SDoH, and transportation needs.
Automated Prior Authorization
SARA initiates prior auth on referral submission and keeps patient and team in the loop end-to-end.
- •Manual entry across 3–15 payer logins
- •Different workflow for every site
- •Re-login to every portal to check status
- •One login, API submission — no manual entry
- •SARA notifies patient their PA is in motion
- •SARA confirms show and visit experience
- •Lower cost per auth
- •Higher staff productivity
- •Higher approval % (denial = $10K surgery)
- •Faster turnaround = fewer cancellations
- •Privia NT: time-to-close auths cut from 7 days → 2 days
SARA Schedules & Engages Patients
SARA reaches out to patients in their preferred language via text or email — scheduling appointments, sending reminders, and following up after visits. Every touchpoint logged in the referral CRM.
Close the Loop Automatically
After the appointment, SARA sends an automated fax sequence to the specialist requesting the consult note. With claims and HIE feed integration, you get full visibility into shows, diagnoses, procedures, and actual costs.
Measure Every Step, Every Quarter
Track every referral from initial order through closed loop. Compare providers, clinics, specialists, and contracts. Our team delivers quarterly executive KPI reports with delta improvements.
Outsource as Much as You Need
Need more support? We can manage all or any portion of your referral and prior authorization tasks — processing orders, submitting PAs, closing the loop, and placing consult notes in the chart.
Frequently Asked Questions
Most organizations are live within 60–90 days. We integrate with your EHR and claims feeds, build your IdealMATCH score, and stand up SARA in parallel.
See It Run End-to-End
A walkthrough of all 8 steps in your own environment.