eReferral Management

Eliminate Manual Effort From Your Referral Processes

Less Paper,Manual Effort,Processes. More Time for Goals,Customers,Strategy.

Digitize your healthcare referral processes to enhance work efficiency and coordination of care.
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Modernize Your Healthcare Referral Operations

Simplify healthcare referral processes by capturing data from documents, automatically classifying them, and routing them to your healthcare information system.

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Reduce Document Errors

Automatically detects when there is a discrepancy between documents and patient information.

Improve Patient Confidentiality

Get instant detailed audit trails for documents added, accessed and actions happened to them at any time.

Improve Staff Workflow

Appointments are booked faster with clear communication and less repeats from failed faxes, improving document flow.

Automate Document Handling

Automatically send, receive, and accept referrals from any system or application via secure print, fax and email.

Moving Your Healthcare Organization Towards the Future

Modern healthcare is stuck in two worlds—the digital world and the analog world. Unfortunately, it will be a while before analog paperwork phases out completely.

Transform the time-intensive task of manually processing documents into a fast and effective automated routine with PF360’s ereferral management solution.

Improve Patient Care

Get real time notifications of process blocks for immediate action that reduce patient wait times

Lower Overall Information Technology Costs

Cut down on fax machines and number of staff used to be needed to run the traditional referral system


Start Automating Your Referral Processes

Stop relying on time-consuming manual workflows.

Create a free account and get started modernizing your referral processes in three simple steps.

How eReferral Management Works

With a first line of sight to your referral process information, the eReferral Management solution acts as a springboard to downstream processes; sending patient data to your point of destination quicker.

Step 1: Data Capture and Creation

Patient referral and documents are captured and enter the process from a variety of methods and sources (desktop scanning, network folders, connected apps, email, fax systems, file import, MFPs).

Optical Character Recognition is used on the document, with all eligible data values being stored in the database. PF360 uses the database and compares the document’s content to automatically identify the information.

Step2: Secure Data Transfer

Referrals are sent via InfinitySend or Fax. InfinitySend allows automatic data capture of information from the referring physicians into the hospital EHR system without the need for OCR or complex data capture software.

The data is captured and delivered securely to the hospital when the physician’s office simply “prints” the referral document using a Universal Print Driver. PF360 Print's InfinitySend technology is simple to deploy without the need for user training.

Step 3: Data Classification and Verification

PF360 uses the database and compares the document’s content to automatically identify the information. Referrals can be reviewed, consulted, assigned, and tracked. Based on the document type, the system lifts field-level and line-item data without templates, anchors, keywords, or zones.

Users can verify and correct any unclear or missing data values from any referral. Patients can be booked via telephone, SMS, and email. Reminders are sent via SMS notification or email.

Step 4: Data Validation and Reporting

PF360 sends the data to your EMR as PDFs, HL7, XML, or text. Patient data and documentation is then exported to the desired system, or repository.

Generate reports to see real time insights and visibility into your referral process workflow. Visibility reporting allows for recording of valuable analytics that measure performance and provide more information for extraction accuracy.

PF360 Capture Features

Automate Your Manual Referral Processes


Capture referrals from fax systems, network folders, and scanners. From the platform, quickly manage captured documents & process them to the correct system or send it back for correction. Triage, verify, transcribe, manage and record new referrals coming from multiple clinics, helping you calculate WTIS.

Business Rules

Configure consistent process rules & workflows that work seamlessly with your clinical systems. Set requirement for the criteria needed to be filled out on incoming referrals needed. Workflow rules can be customized per modality, including user access & integration with HIS.


Handle messages & notify appropriate users of new work actions. See upcoming referrals based on multiple criteria (new, to be transcribed, to be scheduled), upcoming appointments, and additional documents. Leverage workflow capabilities by instantly faxing back to Physicians at any workflow stage.


Gain real-time workflow data insights and see where a patient’s referral is, what staff are doing, who the best referrers are, which patients cancel/reschedule, what referrals are declined, the number of referrals, the average amount of time taken by modality, & compare times between modalities.

User Stories

What Customers Are Saying About Us

Why Should You Consider eReferral Management? We’re glad you asked.

Patient Registration

Automate ereferrals with OCR, data capture and classification technology which combines the convenience of scanning with automation tools that identify document types, extract data and connect them to the correct patient records.

Capture Patient Data to EHR

PF360 Capture's machine learning technology integrates data from paper, fax and image-based patient records into new EHR workflows and reporting systems.

Billing and Claims Processing

Our intelligent capture and data extraction technology ensures that accurate data is submitted to healthcare billing, accounting and claims management systems without delay.

AR and EOB Processing

Seamlessly automate the capture of accounts receivable and EOB remittance advice, enabling providers to recognize revenue sooner and avoid write-offs.

See For Yourself

Take the next step to digitally transform
healthcare operations

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