Referral Automation

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

Company Name

Valerie Health

Product URL

https://valeriehealth.com/solutions/referral-automation

Company URL

https://valeriehealth.com

Categories

• administrative Operations
• patient Facing
• clinical Workflow Automation
• Administrative
• Ai-driven Workflow Automation

Summary

Valerie Health's Referral Automation streamlines referral management by integrating AI to process and verify referrals, enhancing patient access and operational efficiency.

Description

Valerie Health's Referral Automation utilizes AI to automate referral intake, document processing, and patient scheduling, reducing administrative burdens and accelerating access to specialty care. It integrates seamlessly with existing workflows, including fax, email, EMR, and practice management systems, ensuring smooth operations without the need for additional software. The system unifies inbound communications, classifies referrals, extracts data using vision-language models, verifies information, and syncs data into EMRs, facilitating efficient scheduling and patient engagement.

Api Available

unknown

Certifications

• HIPAA Business Associate Agreement (BAA)

Company Founding

2020

Company Offices

• United States

Compliance

• HIPAA
• SOC 2 Type II

Customers

• Silna Health
• Ryanne L.
• Adam B.
• Wunna M.
• Claudia M.
• Jacob K.
• Emily M.
• John G.
• Jody H.
• Joyce M.

Data Residency

United States

Data Standards

• FHIR
• HL7 v2
• DICOM
• SNOMED
• ICD-10

Deployment Model

• SaaS

Features

• Real-time data ingestion from fax, email, EMR, and online portals
• Automated referral identification and classification
• AI-based data extraction using vision-language models
• Human data verification for accuracy
• Custom validation rules and automated data requests to referring providers
• Seamless integration with EMRs and practice management systems
• Automated routing to scheduling and workflow steps
• Analytics and reporting on referral flow and growth

Id

SW2445

Integration Partners

• EMR systems
• practice management systems

Integrations

• EMR systems
• Practice management systems
• Fax systems
• Email systems
• Online patient/referral portals

Languages Supported

• English

Last Updated

2025-10-11

License

commercial

Market Segment

• enterprise
• smb

Optional Modules

• Fax & Document Automation
• Automated Scheduling
• Growth Analytics

Os Platforms

• Web

Pricing Details

Contact vendor for pricing information.

Pricing Model

subscription

Privacy Features

• Consent management
• Data minimization practices

Product Code

SW2445

Product Name

Referral Automation

Ratings

• 5/5 (12 reviews) - G2

Regions Available

• United States

Related Urls

• https://elion.health/products/valerie-health

Release Year

2025

Security Features

• Encryption
• Role-based access control (RBAC)
• Single Sign-On (SSO)
• Audit logging
• Two-factor authentication (2FA)

Specialties

• General Practice
• Specialty Care

Support Channels

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

System Requirements

Target Users

• clinicians
• nurses
• admins
• patients

Training Options

• documentation
• webinars
• live_online
• onsite
• certification

Type

product

User Reviews

• The Valer team is amazing and VALER tools are 5 STARS!
• VALER optimizes the process of submitting and responding to authorizations. What is usually a highly manual and varied process has been transformed into a consistent and user-friendly experience.
• The Valer team is supportive, agile, and dedicated time to understand the requirements.
• Nothing, wish we could have started our implementation sooner!

Version

1.0

Alternatives

See related products

Canonical JSON

{
  "product_name": "Referral Automation",
  "company_name": "Valerie Health",
  "product_url": "https://valeriehealth.com/solutions/referral-automation",
  "company_url": "https://valeriehealth.com",
  "related_urls": [
    "https://elion.health/products/valerie-health"
  ],
  "product_code": "SW2445",
  "summary": "Valerie Health's Referral Automation streamlines referral management by integrating AI to process and verify referrals, enhancing patient access and operational efficiency.",
  "description": "Valerie Health's Referral Automation utilizes AI to automate referral intake, document processing, and patient scheduling, reducing administrative burdens and accelerating access to specialty care. It integrates seamlessly with existing workflows, including fax, email, EMR, and practice management systems, ensuring smooth operations without the need for additional software. The system unifies inbound communications, classifies referrals, extracts data using vision-language models, verifies information, and syncs data into EMRs, facilitating efficient scheduling and patient engagement.",
  "categories": [
    "administrative Operations",
    "patient Facing",
    "clinical Workflow Automation",
    "Administrative",
    "Patient Facing",
    "Ai-driven Workflow Automation"
  ],
  "market_segment": [
    "enterprise",
    "smb"
  ],
  "target_users": [
    "clinicians",
    "nurses",
    "admins",
    "patients"
  ],
  "specialties": [
    "General Practice",
    "Specialty Care"
  ],
  "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": [
    "Real-time data ingestion from fax, email, EMR, and online portals",
    "Automated referral identification and classification",
    "AI-based data extraction using vision-language models",
    "Human data verification for accuracy",
    "Custom validation rules and automated data requests to referring providers",
    "Seamless integration with EMRs and practice management systems",
    "Automated routing to scheduling and workflow steps",
    "Analytics and reporting on referral flow and growth"
  ],
  "optional_modules": [
    "Fax & Document Automation",
    "Automated Scheduling",
    "Growth Analytics"
  ],
  "integrations": [
    "EMR systems",
    "Practice management systems",
    "Fax systems",
    "Email systems",
    "Online patient/referral portals"
  ],
  "data_standards": [
    "FHIR",
    "HL7 v2",
    "DICOM",
    "SNOMED",
    "ICD-10"
  ],
  "api_available": "unknown",
  "system_requirements": "",
  "compliance": [
    "HIPAA",
    "SOC 2 Type II"
  ],
  "certifications": [
    "HIPAA Business Associate Agreement (BAA)"
  ],
  "security_features": [
    "Encryption",
    "Role-based access control (RBAC)",
    "Single Sign-On (SSO)",
    "Audit logging",
    "Two-factor authentication (2FA)"
  ],
  "privacy_features": [
    "Consent management",
    "Data minimization practices"
  ],
  "data_residency": "United States",
  "customers": [
    "Silna Health",
    "Ryanne L.",
    "Adam B.",
    "Wunna M.",
    "Claudia M.",
    "Jacob K.",
    "Emily M.",
    "John G.",
    "Jody H.",
    "Joyce M."
  ],
  "user_reviews": [
    "The Valer team is amazing and VALER tools are 5 STARS!",
    "VALER optimizes the process of submitting and responding to authorizations. What is usually a highly manual and varied process has been transformed into a consistent and user-friendly experience.",
    "The Valer team is supportive, agile, and dedicated time to understand the requirements.",
    "Nothing, wish we could have started our implementation sooner!"
  ],
  "ratings": [
    "5/5 (12 reviews) - G2"
  ],
  "support_channels": [
    "email",
    "phone",
    "chat",
    "ticketing",
    "community",
    "24x7"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "certification"
  ],
  "release_year": "2025",
  "integration_partners": [
    "EMR systems",
    "practice management systems"
  ],
  "id": "SW2445",
  "slug": "referral-automation",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-10-11",
  "links_json": {
    "self": "https://www.healthaidb.com/software/referral-automation.json"
  }
}