CMHS and Valer - Referral Workflow

Trigger a text message to be sent to a patient when a referral is submitted in the Valer platform.

Text Samples

Hi {patientName}, this is {user} from {healthSystem}. Your referral to {provider} placed by {referring provider} has been submitted to the insurance. If you do not hear back from us within 10 business days, please reply to this text for status. Thank you.

No items found.

Benefits

Reduce Referral Leakage
Patient Engagement
Staff efficiency

Reference Customers

Community Memorial Health Center

Flowcharts

View and download helpful workflow documentation related to this use case below.

Reports

This Referrals dashboard allows us to see referrals by provider, diagnosis, event type, procedure and location - granted we are receiving all this data from the customer. It also shows us the referrals breakdown by date, message and communication type. Overall this is a nice overview to referral activity. ***This report is included in the Analytics Plus Package, provided the feature has been previously purchased.