AI referral-to-evaluation workflows

Move more referrals toward a completed first evaluation.

Start with one workflow. Expand only when the value is clear.

Suggested first winReferral-to-evaluation follow-up

Works with current toolsHuman handoff included

AI referral-to-evaluation workflows

Turn more referrals into completed evaluations—not unreturned calls.

Acknowledge referrals quickly, collect approved intake details, keep evaluation appointments moving, and show your team where prospective patients stall.

Start with one workflowFaster referral response. Fewer pre-visit drop-offs.

One-time project pricingWorks with current toolsHuman escalation designed inAdministrative scope onlyStart small, expand later

Designed for independent and multi-clinic physical therapy practices

Explore industry workflows

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Step 1 of 3

Choose a first workflow

Select the inquiry, scheduling, follow-up, or operations workflows worth reviewing for your physical therapy clinic.

AI referral-to-evaluation workflowsMove more referrals toward a completed first evaluation.

One-time builds · Human handoff · Current tools

Popular

Start with the leak you can already see

7 workflows

Start with a useful first workflowStart at one measurable referral leak. Improve that handoff, then connect the next step.One-time build · configuration, testing, and handoff included.

One-time from$895·Typical launch3–5 business days

One-time from$8953–5 business daysTypical launch

One-time from$1,8955–8 business daysTypical launch

One-time from$3,4951–2 weeksTypical launch

One-time from$5,2952–3 weeks+ provider usage