Referral management software

Referral management software that ends with a kept visit.

Clinekt is AI referral management software for medical practices. The Inbound Agent picks up every new patient, whether they found you or were sent to you. It reaches each referred patient within minutes by phone, text, and email, books the visit, and keeps the referring office informed, fully autonomously, with nothing landing on your staff.

  • HIPAA compliant
  • SOC 2 Type II
What it is

What is referral management software?

Referral management software follows a referral from the moment another provider sends it until the patient is seen. Most tools stop at organizing the paperwork: the fax is filed, the queue is tidy, and someone on your team still has to reach the patient. Clinekt works the referral itself. It reaches the patient, books the visit, and counts the referral only when the patient walks in.

Receive

Every referral in one place.

Referrals that arrive by fax, email, phone, or your own referral link land on one board, next to every other new patient, with the referring provider, the reason, and the urgency attached. Nothing waits in a tray for a quiet afternoon.

One portal, every patient
Reach

Reached while the referral is still fresh.

The Inbound Agent contacts each referred patient within minutes, in your practice's name, by phone, text, and email in one thread. It answers questions and works around their schedule. A referral that goes quiet passes to the Recall Agent, so none are dropped.

Meet the Inbound Agent
Book

Booked with the right provider.

The agent asks what the referral left out and matches the patient to the right provider and visit type. Insurance eligibility is verified before the visit, and the appointment is booked directly into your existing EHR schedule, with the conversation attached.

How Clinekt works
Report

Close the loop, and count it.

The referring office hears when the patient is booked and when they are seen. You see every referral traced to the completed visit, by referring provider, so you know which relationships send patients who show up.

Referral leakage statistics
How it compares

How Clinekt differs from the referral tools you already know.

Most referral tools organize the referral. Clinekt works it, and it only counts when the patient is seen.

Versus

Referral queues

A referral queue sorts the documents and shows your team what is waiting. Clinekt keeps that list too, and then reaches the patient and books the visit, so the list empties on its own.

Referral management software compared
Versus

Fax and the EHR inbox

A fax tray and an EHR task list hold the referral until someone has time. Clinekt starts the conversation with the patient the same hour the referral arrives.

Orthopedic referral management software
Versus

Staff call lists

A call list waits for a quiet afternoon that never comes. The agents work every referral every day, by phone, text, and email, and hand your team only the patients who need a person.

Why referrals never become visits
Versus

Referral networks

A referral network needs the other office to join before it works. Clinekt takes the referral however it is sent today, and the referring office needs no login to see what happened.

Connects to your EHR
What it produces

Referred patients, seen.

What practices on Clinekt see, across every specialty we serve. Every patient is traced from first contact to completed visit, so the numbers come from your own schedule.

By the numbers
+12%
Average lift in appointment volume after go-live
300+
Completed appointments in Ventura Orthopedics' first month live
3 channels
Phone, text, and email in one thread
82%
Of patients try to book outside office hours
Pricing

Pricing without the fine print.

Your plan is sized to your practice and grows as you add providers.

  • One simple rate per provider per month, with nothing hidden
  • Support and tuning from our team, for as long as you are with us
  • Month to month, no long-term contract. Stay because it works
FAQ

Common questions about referral management software.

What is referral management software?

Referral management software follows a referral from the provider who sent it to the visit that completes it. AI referral management software, like Clinekt, does the follow-through with an agent that reaches the patient by phone, text, and email and books the visit, so the work happens every day without adding staff.

How does Clinekt receive referrals?

However they are sent today: fax, email, phone, or a referral link you can give to the offices that send you patients. The referring office changes nothing about how it works.

Which agent handles referrals?

The Inbound Agent. It picks up every new patient, whether they found you or were sent to you. A referral that goes quiet passes to the Recall Agent, which keeps reaching out until the patient books or asks it to stop.

How fast is a referred patient contacted?

Within minutes of the referral arriving, day or night. 82% of patients try to book outside office hours, so the agent takes the conversation whenever the patient picks it up.

What does the referring office see?

A short update when the patient is booked and again when they are seen, with no login and no new software on their side.

Can we send referrals out as well as receive them?

Yes. Your team picks the provider you are referring to, and the referral is followed until that visit happens. When both practices are on Clinekt, the referral and its status appear on both sides.

Can we start without an EHR integration?

Yes. Many practices start by loading the referrals that never scheduled, and the agents work that list the same way. The integration only makes the list refresh itself.

How do we know it worked?

Every referral is traced to the completed visit in your Clinekt portal, by referring provider, by location, and by channel. You see kept visits, not faxes processed.

How is referral management software priced?

Clinekt is priced at one simple rate per provider per month, with support and tuning included, month to month, with no long-term contract. Your plan is sized to your practice and grows as you add providers. Book a 15-minute demo and we will walk through pricing for your practice size.

How fast can we go live?

Same day for the website agent: one script tag and about 10 minutes of work. Referral outreach starts as soon as your first referrals are loaded, and the setup is done with you, not by you.

Is Clinekt HIPAA compliant?

Yes. Clinekt is HIPAA compliant and SOC 2 Type II, signs a BAA with every client, and encrypts all data in transit and at rest. Compliance evidence is available in our Trust Center.