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Referral Processing Agent

Takes a referral from receipt to booked appointment — continuously, in your systems, in your tone.

Referral Processing Agent

Takes a referral from receipt to booked appointment — coordinates with the referring clinician, books the slot and confirms with the patient.

Ops & ReportingReferralsCoordination

Ops & Reporting

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Ideal forClinics, practices and healthcare providers

The problem

What this agent takes off your plate

In healthcare, takes a referral from receipt to booked appointment — coordinates with the referring clinician, books the slot and confirms with the patient — but doing it manually does not scale. Referral Processing is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

  • Takes a referral from receipt to booked appointment
  • coordinates with the referring clinician
  • books the slot and confirms with the patient.
  • Referrals handled automatically against your rules

How it works

End-to-end workflow

Referral Processing connects to Referrals, Coordination, Epic and your ops & reporting stack. It reads your rules, brand voice and live data — then takes a referral from receipt to booked appointment — coordinates with the referring clinician, books the slot and confirms with the patient. Exceptions land with your team; everything else runs without another dashboard to check.

Running agent
Work arrivesReferrals · trigger fired
Referral Processing processesCoordination · rules applied
Validate outputQuality · policy check
Write backSystems updated · team notified
ExceptionHuman review when needed
Runs continuously in the background

Why this agent

Takes a referral from receipt to booked appointment — coordinates with the referring clinician, books the slot and confirms with the patient.

Outcomes

  • Referral Processing runs without manual handoffs
  • Clinics, practices and spends less time on repeat work
  • Consistent output every time — not when someone gets to it
  • Full trace in your existing systems

Connects to

  • Referrals
  • Coordination
  • Epic
  • Cerner
  • Twilio
  • Shopify

Writes back

  • Referrals
  • Coordination
  • Automated actions
  • Drafts & summaries
  • Referrals
  • Coordination
Owned outputs from your own data

Turn tangled operations into clean, owned automation.

187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.

Speak to an operator in your industry — within 24 hours.

See how 187N turns your operation's manual work into owned, running automation.

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