WellSky Enterprise Referral Manager

Centralized, AI-powered referral management

Simplify referral management with the
home-based care industry's most innovative, award winning platform.


WellSky Enterprise Referral Manager
delivers centralized, AI-powered referral and intake management – embedded right into the WellSky EHR workflow. This innovative solution consolidates inbound referrals from all sources, including WellSky CarePort solutions, e-Fax, Direct Secure Message, and other hospital care transition solutions, into a single dashboard to shorten response times and enable care to start sooner.

At Assure Home Healthcare, an intake staff member can now process 38% more referrals weekly using
WellSky Enterprise Referral Manager.

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WellSky Enterprise Referral Manager helps agencies achieve:

Faster referral responses: AI-powered referral decision automation plus a visually intuitive dashboard support faster decision making, shortening referral response times.

Increased staff efficiency: AI-powered data extraction plus consolidation of all referrals in one place reduce manual and redundant data entry.

Improved timeliness of care: CRM capabilities keep intake and cross-functional staff in one system, ensuring pre-care requirements are met to quickly begin care.

New AI-powered workflows include:

AI-powered referral decision automation: Agencies can set up custom parameters to automatically accept referrals that meet agency criteria and/or automatically decline those that do not. Decision criteria – including payer, services, and service area, and more – can be weighted to focus on the factors that are most important to the organization.

AI-powered data extraction: Using AI, data from within the referral is automatically extracted and then added to the patient record to reduce manual, redundant data entry. This allows an agency to manage more referrals without adding additional staff.

“We are saving a tremendous amount of time and improving accuracy by not having to manually enter redundant referral data into multiple systems. WellSky Enterprise Referral Manager consolidates all our referrals into one view and allows our intake staff to complete referrals much more quickly. It has had a huge impact on improving efficiency at Assure.”

-Mendy Quint-Rodriguez, VP of Clinical & Professional Services, Assure Home Healthcare, Inc.

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About WellSky

WellSky is a technology company leading the movement for intelligent, coordinated care worldwide. Our next-level software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum. In today’s value-based care environment, WellSky helps providers, payers, health systems, and community organizations solve tough challenges, improve collaboration for growth, harness the power of data analytics, and achieve better outcomes by further connecting clinical and social care.