Referral Management & Loop Closure for Specialty Pharmacy Managers with CareTend
The Problem
Incoming Specialty Pharmacy referrals sit in fax queues and CareTend work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.
What We Build in CareTend
AI triages incoming referrals by acuity, schedules them into open slots in CareTend, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running CareTend — uses the native API or agent integration so nothing leaves the system of record.
CareTend Integration Approach
Audit your CareTend configuration
We map the specific CareTend objects, custom fields, and workflows the automation needs to touch for your specialty pharmacy practice.
Build on the CareTend API or agent
Integration happens inside CareTend — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CareTend with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CareTend instance
30-minute call. We'll look at your actual CareTend setup and show exactly how this workflow fits.