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Meet your webinar presenters
Eric Stecker, M.D., M.P.H.
Co-founder & Co-Chief Medical Officer
Cardiologist and professor of medicine at OHSU
Jaimal Soni
Co-founder & CEO, Insight Health
Healthcare AI product leader
SOC 2 Type II
Certified controls
HIPAA
Compliant operations
4M+
Patient conversations completed
9
Referral handoffs to inspect
The three places to look first
01
Capture every arrival
Compare inbound fax and phone referrals with EHR entries. Anything never logged is invisible to your reports.
02
Move patients to a visit
Measure time to first outreach, missing records, and scheduled share for the same arrival cohort.
03
Close the loop
Check visit readiness, rebooking after cancellation, and timely notes back to referring practices.
What to change first
The webinar separates operational fixes from repeatable work that can be automated. Start with ownership and a measurable baseline.
Four fixes without new software
Name one owner and backup for every intake channel.- Acknowledge each referral to the referring office the same business day.
- Read the consult reason at intake so urgent referrals are routed.
- Work every cancellation as a rebooking task.
Four places to automate
- Capture and classify each inbound referral.
- Retrieve missing records and build visit-readiness checks.
- Reach patients quickly and track outreach.
- Track consult-note return and referring-office follow-up.
- Keep clinical routing decisions under human oversight.
Review your referral flow with us
Bring the guide and one handoff you want to understand. We will identify a useful measure, discuss the operational first move, and show where automation can help. No patient information or prepared report is required.