Codex AI Referral Management Agent

Ingests referrals from common sources (fax, email, portal uploads, scanned documents)

Extracts key data needed to route and schedule the referral

Flags missing information so your team isn’t stuck playing detective

Automates outreach to patients (and/or referring offices) to collect missing items when appropriate

Routes the referral to the right destination based on specialty, urgency, and your workflow rules

Tracks status end-to-end so referrals don’t stall quietly

Generates summaries and documentation to support clean handoffs and follow-up

Codex receives and organizes referral documents from your chosen intake channels.

Codex identifies key details (patient, reason for referral, urgency, supporting documents) and highlights missing items.

Codex routes the referral appropriately and can initiate outreach to request missing information or schedule next steps.

Once the referral is ready, Codex helps move it to scheduling and tracks completion.

You get visibility into referral volume, bottlenecks, and “stuck” referrals so nothing falls through the cracks.

• Shorter referral-to-appointment timelines
• Less staff time spent chasing missing paperwork
• Higher conversion of referrals to scheduled visits
• Cleaner documentation and handoffs
• More predictable referral operations with visibility and tracking

Results vary by referral sources, staffing model, and configuration.

Codex Referral Management Agent supports intake, routing, outreach, and documentation. It does not replace licensed clinical judgment.

• Clinical urgency rules and escalation paths are configured by your practice.
• Anything requiring clinical decision-making is routed to your licensed team per your protocols.

Codex Referral Management Agent is designed for healthcare environments and supports HIPAA-aligned handling of patient information.

Security controls include encrypted data transmission, secure storage, and access controls. A Business Associate Agreement (BAA) is available. Retention, access, and integration permissions are confirmed during onboarding based on your organization’s policies.