# Referral Management & Loop Closure for Urgent Care Managers

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

- **Role:** [Urgent Care Manager](https://calish.com/workflows/for/urgent-care-manager/)
- **Category:** [Communication & Outreach](https://calish.com/workflows/category/communication-and-outreach/)
- **Specialty:** [Urgent Care](https://calish.com/workflows/specialty/urgent-care/)
- **Action:** Referral Management & Loop Closure
- **Canonical URL:** https://calish.com/workflows/referral-management-and-loop-closure-for-urgent-care-manager/

## The Problem

Incoming Urgent Care referrals sit in fax queues and DocuTAP 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 DocuTAP, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

## Tools & Integrations

- DocuTAP
- Experity
- athenahealth
- Google Drive

## 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

- [DocuTAP](https://calish.com/workflows/with/referral-management-and-loop-closure-for-urgent-care-manager-with-docutap/) — Referral Management & Loop Closure built natively in DocuTAP
- [Experity](https://calish.com/workflows/with/referral-management-and-loop-closure-for-urgent-care-manager-with-experity/) — Referral Management & Loop Closure built natively in Experity
- [athenahealth](https://calish.com/workflows/with/referral-management-and-loop-closure-for-urgent-care-manager-with-athenahealth/) — Referral Management & Loop Closure built natively in athenahealth

## Related Workflows

- [Claim Denial Appeal for Urgent Care Managers](https://calish.com/workflows/claim-denial-appeal-for-urgent-care-manager/)
- [New Patient Intake & Chart Prep for Urgent Care Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-urgent-care-manager/)
- [No-Show Reduction & Recall for Urgent Care Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-urgent-care-manager/)
- [Chart Closure & Encounter Documentation for Urgent Care Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-urgent-care-manager/)
- [Coding & CDI Quality Check for Urgent Care Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-urgent-care-manager/)
- [Insurance Eligibility Verification for Urgent Care Managers](https://calish.com/workflows/insurance-eligibility-verification-for-urgent-care-manager/)

---

Book a free 30-minute consultation: https://calish.com/contact