Vertical Spotlight
Patient & Referral Intake Agent
Human-approved · Complex · High severity
Works with: D365 CE (patient/referral pipeline), Outlook, SharePoint, Teams
The problem
Referrals arrive by fax-to-email, portal, and phone note. Staff re-key demographics, chase missing insurance information, verify eligibility, and coordinate scheduling — while referrals age, patients call asking what's happening, and referring providers judge the practice by turnaround speed.
What the agent does
- Trigger: referral document arrives (email/portal drop to a monitored location).
- Extracts demographics, referring provider, reason, and insurance details; creates/updates the intake record in D365.
- Builds the completeness checklist: missing insurance info, required consents, prior records needed.
- Drafts outreach: patient welcome/next-steps message, missing-info requests, referring-provider acknowledgment. Human approval on everything.
- Tracks each intake to scheduled-first-appointment; escalates aging referrals daily.
You need this if
- Referral-to-appointment time measured in weeks
- Intake staff overwhelmed; referrals falling through
- Referring providers going quiet (the leading indicator of lost volume)
Who uses it
Intake coordinators, practice manager, clinical leads (visibility).
What goes in, what comes out
In: referral documents, insurance info, D365 intake pipeline. Out: structured intake records, approved outreach, aging escalations, referral-source metrics.
Why it pays
Referral turnaround drops from weeks toward days — which is revenue (more completed intakes) and referral-source retention. Intake staff move from re-keying to exception handling.
Built to be trusted
- Zero clinical judgment: extracts and organizes, never interprets medical content
- All patient communication human-approved and template-locked
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.