Product

Referral automation with a coordinator's checklist built in.

Clayful turns fragmented referral work into a managed operating flow: prepare, submit, communicate, follow up, document, and escalate.

Intake and authorization

Capture the referral once, then prepare the payer-ready next step.

Orders, specialty, diagnosis, payer, urgency, CPT rules, required attachments, and preferred specialist routing are normalized into one case record.

Patient and specialist follow-up

Keep the loop moving across calls, messages, documents, and consult notes.

Clayful sends patient updates, tracks scheduling barriers, transmits records to specialists via eFax, and requests consult notes after completed visits.

Analytics and human review

Show staff which cases need judgment and which workflows are slowing down.

Denied authorizations, clinical questions, urgent replies, unresolved specialist responses, and missing documents move into staff review with case context.

Process

Seamless integration, tailored to your workflows.

01 OnboardingThe team audits current workflows and designs a custom implementation plan. Systems can come live with full automation in a matter of weeks.

02 IntegrationClayful supports bidirectional integrations with EMRs and payer portals, and builds additional integrations as needed for complete workflow coverage.

03 AutomationReferral workflows run end to end in the background, with human-in-the-loop controls surfacing complex cases to staff.

04 ResultsSystems are continuously monitored for accurate, reliable operations, with efficiency gains captured in analytics.

Example state

Every case shows what happened and what should happen next.

StatusAuthorization approved; patient has not scheduled

Next actionCall patient in Spanish, offer specialist contact details, ask about transportation barriers

Escalation ruleIf the patient reports worsening symptoms, route to nurse triage before continuing scheduling support

Close-loop itemRequest consult note three business days after completed specialist appointment

Analytics

Leadership can see where referral work is moving and where it stalls.

Sample operating view shown for product illustration. Live values depend on deployment volume and configured referral queues.

Authorization queue42 open

Cases waiting on payer action, missing documents, or staff review.

Patient touchpoints128 this week

Calls and secure messages used to guide patients through scheduling.

Consult notes due17 follow-ups

Specialist records requested after completed appointments.

Escalations9 cases

Denied authorizations, urgent replies, or ambiguous routing decisions.