What is automated referral management?

Automated referral management is a software system that uses AI and automation to streamline the healthcare referral process. It automatically captures referrals from multiple sources (EHR, fax, email, API), routes them to appropriate in-network specialists, and handles patient outreach and appointment scheduling, reducing manual work and referral leakage.

How does automated referral management reduce leakage?

Automated referral management reduces leakage by 40% through intelligent routing that matches patients to in-network specialists, automated patient outreach that keeps patients engaged, real-time tracking that prevents referrals from falling through cracks, and automated follow-up that ensures appointments are scheduled and completed.

Is automated referral management HIPAA compliant?

Yes, our automated referral management platform is HIPAA compliant in the US and PHIPA compliant in Canada. All patient data is encrypted in transit and at rest, access is controlled through role-based permissions, and we maintain full audit trails for compliance reporting.

How fast can automated referral management schedule appointments?

Automated referral management can schedule specialist appointments 60% faster than manual processes. Through automated patient outreach, intelligent calendar integration, and real-time availability matching, patients can schedule appointments within hours of referral creation instead of days or weeks.

Which EHR systems does automated referral management integrate with?

Our automated referral management platform integrates with major EHR systems including Epic, Cerner, Allscripts, athenahealth, eClinicalWorks, and others. We also support HL7 FHIR standards for seamless data exchange.

What healthcare organizations use automated referral management?

Automated referral management is used by hospitals, health systems, medical practices, accountable care organizations (ACOs), integrated delivery networks (IDNs), and other healthcare organizations that need to improve referral coordination and reduce leakage.

How does AI-powered referral routing work?

AI-powered referral routing analyzes 15+ factors including specialty requirements, insurance network status, specialist availability, geographic proximity, patient preferences, wait times, and historical success rates to automatically match referrals to the best in-network specialists.

Can automated referral management work for both US and Canadian healthcare?

Yes, our automated referral management platform supports both US and Canadian healthcare workflows. It handles different insurance models, provider networks, and regulatory requirements for both countries while maintaining HIPAA compliance in the US and PHIPA compliance in Canada.

Privacy Policy | Relency AI

This website and its related services ("Relency AI", the "Service") are owned and operated by LERNR AI INC., operating as RELENCY AI ("we", "our", or "us"). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect data when you use our website, AI agents, dashboards, and related services.

1. Information We Collect

We may collect the following types of information:

a. Information You Provide to Us

• Account details (name, email, phone number, password).
• Payment information (processed securely by third-party providers).
• Patient data and medical information you input into the dashboard.

b. Information Collected from Patients (via AI Agents)

• Patient details (name, phone number, email, medical concerns).
• Call transcripts, recordings, and SMS interactions.
• Appointment preferences and scheduling information.

c. Automatically Collected Information

• Log data (IP address, browser type, device type, operating system).
• Usage data (pages visited, actions taken in the dashboard).
• Cookies and similar technologies to enhance user experience.

d. Third-Party Integrations

When you connect external services (e.g., EMR systems, Calendars, EHR feeds), we may access and process data from those systems with your permission.

2. How We Use Your Information

We use collected data to:

• Provide and improve the Service (AI call handling, EMR integrations, scheduling, dashboards).
• Personalize patient interactions with AI agents.
• Send notifications, reminders, and follow-ups on your behalf.
• Process payments and manage subscriptions.
• Ensure compliance with laws and prevent fraud or misuse.
• Improve our AI models using anonymized and aggregated data.

3. How We Share Information

We do not sell personal information. We may share data only as follows:

• Service Providers: With third-party vendors (e.g., hosting, payments, communications) who assist in delivering our Service.
• EMR/Integrations: With your chosen EMR, calendar, or integrations as configured by you.
• Legal Requirements: When required by law, regulation, or valid legal process.
• Business Transfers: In connection with mergers, acquisitions, or company restructuring.

4. Data Retention

• We retain data only as long as necessary to provide the Service or comply with legal obligations.
• You may request deletion of your data by contacting us.
• Call recordings, transcripts, and patient data may be retained for a limited period unless otherwise requested.

5. Security

• We implement technical, administrative, and organizational measures to protect your data.
• However, no system is completely secure—use of the Service is at your own risk.

6. Your Rights

Depending on your location, you may have rights to:

• Access, correct, or delete your personal information.
• Restrict or object to processing of your information.
• Port your data to another service.
• Withdraw consent for data processing (where applicable).

7. Children's Privacy

Our Service is not directed to individuals under 18. We do not knowingly collect data from children. If we become aware, we will delete it.

8. International Data Transfers

If you are located outside Canada, your data may be transferred to and processed in countries with different data protection laws.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the effective date. Continued use of the Service after updates indicates acceptance.

PrivacyPolicy