Schedule Referral Patients
In Minutes, Not Days.
Navigator AI gives care coordinators an end-to-end control panel for moving every referral to a kept visit without firefighting. From in-network scheduling, real-time benefits checks, and prior auth automation to patient outreach, live case tracking, and smart worklists, each feature is built around the actual grind of daily coordination work. Connected into your EHR and payer systems with clear KPIs and compliance guardrails, Navigator AI doesn't just add another dashboard - it takes over the tedious steps so your team can focus on getting patients seen on time.
Referral-to-Visit Autopilot
Automatically moves each referral from intake to a scheduled, kept visit—handling routing, tasks, and follow-ups so nothing falls through the cracks.
In-Network Scheduling Engine
Matches patients to in-network providers, slots, and locations based on referral type, payer rules, and preferences—without endless phone calls.
Real-Time Benefits & Eligibility Checks
Pulls eligibility and benefits data up front so coordinators see what’s covered, what’s not, and what’s needed—before they book.
Prior Authorization Automation
Assembles prior auth packets, tracks status, and flags missing documentation, reducing back-and-forth and increasing first-pass approvals.
Multichannel Patient Outreach & Reminders
Sends branded SMS/email reminders, prep instructions, and follow-ups, reducing no-shows and keeping patients informed at every step.
Live Case Tracking for Every Stakeholder
One status view for coordinators, clinicians, and payers: see where each case is stuck, what’s done, and what’s next—without chasing updates.
Worklists & Caseload Prioritization
Smart queues that surface the right next actions by urgency, risk, and service line so coordinators spend time where it actually moves care.
EHR & Payer System Integrations
Connects to existing EHRs, scheduling, and payer portals to sync referrals, documentation, and outcomes—no double data entry.
KPI & Operations Analytics
Track time-to-schedule, first-pass approvals, no-shows, and throughput by team, clinic, or payer to prove impact and find bottlenecks.
Frequently Asked Questions
Navigator AI takes a referral and automatically drives it toward a kept, in-network visit. It checks benefits and eligibility, assembles prior auth packets, suggests in-network scheduling options, sends reminders to patients, and keeps all stakeholders updated on status. Coordinators stay in control but no longer have to manually chase every step.
Ready to transform your
Referral process?
Schedule a demo to see how Navigator AI can help your team streamline referrals and improve patient care.