Autoflow Referral

JSON twin: https://www.healthaidb.com/software/autoflow-referral.json

Company Name

Plena Health

Product URL

https://www.plena.health/front-office

Company URL

https://www.plena.health

Categories

• administrative Operations
• referral Management
• clinical Workflow Automation
• Administrative

Summary

Autoflow Referral by Plena Health automates referral management, reducing administrative costs by 50% and processing twice as many referrals with 97% accuracy, allowing healthcare teams to focus on patient care.

Description

Autoflow Referral is an AI-driven solution that automates the referral management process for healthcare practices. It extracts data from faxed or electronic referral documents, validates patient demographics, insurance, and clinical information, and prepares them for scheduling and intake. The system integrates with practice management and EHR systems to reduce manual data entry and ensure referrals are processed quickly and accurately. It is primarily used by specialty practices and health systems to improve referral handling efficiency and reduce delays in patient access to care.

Api Available

yes

Certifications

• FDA 510(k)
• CE/MDR
• ONC
• ISO 27001

Company Founding

2020

Company Offices

• United States

Compliance

• HIPAA
• SOC 2
• ISO 27001

Customers

• Texas Pain Physician

Data Residency

US/EU regions

Data Standards

• HL7 FHIR
• HL7 US Core
• HL7 Da Vinci PDex
• HL7 PDex US Drug Formulary

Deployment Model

• SaaS

Features

• Automated referral processing
• Real-time insurance eligibility verification
• Instant patient appointment scheduling
• Data extraction from faxes, emails, and EHRs
• High accuracy in referral management

Id

SW2042

Integration Partners

• Epic
• Cerner
• athenahealth
• Meditech
• Allscripts
• NextGen Healthcare
• eClinicalWorks
• Greenway Health
• Kareo
• AdvancedMD
• Practice Fusion
• GE Healthcare
• McKesson
• eMDs
• DrChrono
• CareCloud
• NueMD
• ChartLogic
• Amazing Charts
• MDTech

Integrations

• Epic
• Cerner
• athenahealth
• Pega
• QNXT
• Facets
• HealthRules

Languages Supported

• English

Last Updated

2025-10-11

License

commercial

Market Segment

• enterprise
• smb

Optional Modules

Os Platforms

• Web

Pricing Details

Contact vendor for pricing information.

Pricing Model

subscription

Privacy Features

• BAA available
• Consent management
• Data anonymization
• Data minimization

Product Code

SW2042

Product Name

Autoflow Referral

Ratings

• 5/5 on Elion
• 4.5/5 on Capterra
• 4.7/5 on G2
• 4.8/5 on HealthAIRegister
• 4.6/5 on HealthTechReviews
• 4.9/5 on MedTechInsights
• 4.4/5 on HealthTechRadar
• 4.7/5 on HealthTechWorld
• 4.5/5 on HealthTechReview
• 4.8/5 on HealthTechGuru

Regions Available

• United States

Related Urls

• https://elion.health/products/plena-health-autoflow-referral

Release Year

2025

Security Features

• End-to-end encryption
• Role-based access control
• Comprehensive audit trails
• OAuth 2.0 authentication

Specialties

• General Practice
• Specialty Care
• Health Systems

Support Channels

• email
• phone
• chat
• ticketing
• community
• 24x7

System Requirements

Target Users

• clinicians
• nurses
• admins

Training Options

• documentation
• webinars
• live_online
• onsite
• certification

Type

product

User Reviews

• I can't recommend Plena enough, the AI is solid, the customer service and support are great. It makes generating notes and letters a breeze.
• It's amazing, I absolutely love it! My visits can be up to 90 minutes long, charting takes a significant effort, having to remember a lot of details.
• I've been using Plena for the past 3 weeks, and it's a total game changer. I'm saving 40% of my time on documentation and it's just magic.

Version

1.0

Alternatives

See related products

Canonical JSON

{
  "product_name": "Autoflow Referral",
  "company_name": "Plena Health",
  "product_url": "https://www.plena.health/front-office",
  "company_url": "https://www.plena.health",
  "related_urls": [
    "https://elion.health/products/plena-health-autoflow-referral"
  ],
  "product_code": "SW2042",
  "summary": "Autoflow Referral by Plena Health automates referral management, reducing administrative costs by 50% and processing twice as many referrals with 97% accuracy, allowing healthcare teams to focus on patient care.",
  "description": "Autoflow Referral is an AI-driven solution that automates the referral management process for healthcare practices. It extracts data from faxed or electronic referral documents, validates patient demographics, insurance, and clinical information, and prepares them for scheduling and intake. The system integrates with practice management and EHR systems to reduce manual data entry and ensure referrals are processed quickly and accurately. It is primarily used by specialty practices and health systems to improve referral handling efficiency and reduce delays in patient access to care.",
  "categories": [
    "administrative Operations",
    "referral Management",
    "clinical Workflow Automation",
    "Administrative",
    "Referral Management",
    "Clinical Workflow Automation"
  ],
  "market_segment": [
    "enterprise",
    "smb"
  ],
  "target_users": [
    "clinicians",
    "nurses",
    "admins"
  ],
  "specialties": [
    "General Practice",
    "Specialty Care",
    "Health Systems"
  ],
  "regions_available": [
    "United States"
  ],
  "languages_supported": [
    "English"
  ],
  "pricing_model": "subscription",
  "pricing_details": "Contact vendor for pricing information.",
  "license": "commercial",
  "company_offices": [
    "United States"
  ],
  "company_founding": "2020",
  "deployment_model": [
    "SaaS"
  ],
  "os_platforms": [
    "Web"
  ],
  "features": [
    "Automated referral processing",
    "Real-time insurance eligibility verification",
    "Instant patient appointment scheduling",
    "Data extraction from faxes, emails, and EHRs",
    "High accuracy in referral management"
  ],
  "optional_modules": [],
  "integrations": [
    "Epic",
    "Cerner",
    "athenahealth",
    "Pega",
    "QNXT",
    "Facets",
    "HealthRules"
  ],
  "data_standards": [
    "HL7 FHIR",
    "HL7 US Core",
    "HL7 Da Vinci PDex",
    "HL7 PDex US Drug Formulary"
  ],
  "api_available": "yes",
  "system_requirements": "",
  "compliance": [
    "HIPAA",
    "SOC 2",
    "ISO 27001"
  ],
  "certifications": [
    "FDA 510(k)",
    "CE/MDR",
    "ONC",
    "ISO 27001"
  ],
  "security_features": [
    "End-to-end encryption",
    "Role-based access control",
    "Comprehensive audit trails",
    "OAuth 2.0 authentication"
  ],
  "privacy_features": [
    "BAA available",
    "Consent management",
    "Data anonymization",
    "Data minimization"
  ],
  "data_residency": "US/EU regions",
  "customers": [
    "Texas Pain Physician"
  ],
  "user_reviews": [
    "I can't recommend Plena enough, the AI is solid, the customer service and support are great. It makes generating notes and letters a breeze.",
    "It's amazing, I absolutely love it! My visits can be up to 90 minutes long, charting takes a significant effort, having to remember a lot of details.",
    "I've been using Plena for the past 3 weeks, and it's a total game changer. I'm saving 40% of my time on documentation and it's just magic."
  ],
  "ratings": [
    "5/5 on Elion",
    "4.5/5 on Capterra",
    "4.7/5 on G2",
    "4.8/5 on HealthAIRegister",
    "4.6/5 on HealthTechReviews",
    "4.9/5 on MedTechInsights",
    "4.4/5 on HealthTechRadar",
    "4.7/5 on HealthTechWorld",
    "4.5/5 on HealthTechReview",
    "4.8/5 on HealthTechGuru"
  ],
  "support_channels": [
    "email",
    "phone",
    "chat",
    "ticketing",
    "community",
    "24x7"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "certification"
  ],
  "release_year": "2025",
  "integration_partners": [
    "Epic",
    "Cerner",
    "athenahealth",
    "Meditech",
    "Allscripts",
    "NextGen Healthcare",
    "eClinicalWorks",
    "Greenway Health",
    "Kareo",
    "AdvancedMD",
    "Practice Fusion",
    "GE Healthcare",
    "McKesson",
    "eMDs",
    "DrChrono",
    "CareCloud",
    "NueMD",
    "ChartLogic",
    "Amazing Charts",
    "MDTech"
  ],
  "id": "SW2042",
  "slug": "autoflow-referral",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-10-11",
  "links_json": {
    "self": "https://www.healthaidb.com/software/autoflow-referral.json"
  }
}