# Referral Management & Loop Closure for Orthopedic Practice Managers

> AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

- **Role:** [Orthopedic Practice Manager](https://calish.com/workflows/for/orthopedic-practice-manager/)
- **Category:** [Communication & Outreach](https://calish.com/workflows/category/communication-and-outreach/)
- **Specialty:** [Orthopedics](https://calish.com/workflows/specialty/orthopedics/)
- **Action:** Referral Management & Loop Closure
- **Canonical URL:** https://calish.com/workflows/referral-management-and-loop-closure-for-orthopedic-practice-manager/

## The Problem

Incoming Orthopedics referrals sit in fax queues and Epic work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.

## What We Build

AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

## Tools & Integrations

- Epic
- NextGen
- Modernizing Medicine
- Email

## How It Works

1. **Discovery call.** We map your current referral management & loop closure process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Epic](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthopedic-practice-manager-with-epic/) — Referral Management & Loop Closure built natively in Epic
- [NextGen](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthopedic-practice-manager-with-nextgen/) — Referral Management & Loop Closure built natively in NextGen
- [Modernizing Medicine](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthopedic-practice-manager-with-modernizing-medicine/) — Referral Management & Loop Closure built natively in Modernizing Medicine

## Related Workflows

- [Prior Authorization Submission for Orthopedic Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-orthopedic-practice-manager/)
- [Surgical Case Scheduling for Orthopedic Practice Managers](https://calish.com/workflows/surgical-case-scheduling-for-orthopedic-practice-manager/)
- [Claim Denial Appeal for Orthopedic Practice Managers](https://calish.com/workflows/claim-denial-appeal-for-orthopedic-practice-manager/)
- [No-Show Reduction & Recall for Orthopedic Practice Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-orthopedic-practice-manager/)
- [Chart Closure & Encounter Documentation for Orthopedic Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-orthopedic-practice-manager/)
- [Coding & CDI Quality Check for Orthopedic Practice Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-orthopedic-practice-manager/)

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