Referral Management Solutions North America

Deliver faster, smarter, and fully compliant patient referrals across North America. Our end-to-end referral management platform automates intake, optimizes care-team workflows, and provides real-time visibility so you spend less time chasing paperwork and more time improving outcomes.

Streamline Referrals, Strengthen Care Continuity

Every lost or delayed referral puts both revenue and patient outcomes at risk. Cabot’s Referral Management Solutions give healthcare providers a single, interoperable hub for capturing, triaging, and tracking referrals across an entire network. Our HIPAA-compliant platform integrates with all major EHR systems, leverages HL7 / FHIR standards, and delivers real-time analytics to close care gaps faster.

Whether you operate a multi-state health system, a specialty clinic, or a rapidly growing telehealth practice, our solution scales to your volume and regional regulations. Automated eligibility checks, secure messaging, and AI-powered worklists reduce manual effort by up to 60 %. Meanwhile, customizable dashboards keep case managers, physicians, and administrators aligned from the moment a referral is created to final visit completion.

Backed by more than a decade of healthcare IT expertise, Cabot’s North American team provides white-glove implementation, 24 / 7 support, and continuous optimization. The result: shorter wait times, higher referral completion rates, and a measurable boost in patient satisfaction.

OUR TECHNOLOGY STACK

Frontend
React, Angular, Vue, Web Components

Backend
.NET Core, Node.js, Java Spring, Python Django

Mobile
Swift, Kotlin, Flutter, React Native

Integration
HL7, FHIR, REST, SOAP, Mirth Connect

Cloud
AWS, Microsoft Azure, Google Cloud, IBM Cloud

Database
PostgreSQL, MySQL, MongoDB, MS SQL, Oracle

DevOps
Docker, Kubernetes, Jenkins, Azure DevOps

Security
OAuth2, OpenID Connect, JWT, TLS 1.3

Analytics
Power BI, Tableau, Looker, Apache Superset

Testing
Selenium, JMeter, Postman, Jest

Compliance
HIPAA, SOC 2, PCI-DSS, ISO 27001

Messaging
Kafka, RabbitMQ, Azure Service Bus, ActiveMQ

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Why Choose Cabot for Referral Management?

Healthcare-Exclusive Expertise: We’ve delivered more than 150 HIT projects across North America, giving us deep insight into regulatory nuances, payer landscapes, and clinician workflows.

Interoperability at the Core: Our engineers are certified in HL7, FHIR, and SMART on FHIR, ensuring seamless data exchange with Epic, Cerner, Allscripts, and other leading EHRs.

Security & Compliance: HIPAA, PIPEDA, SOC 2, and ISO 27001 frameworks guide every line of code and every deployment we perform.

North America–Based Support: Enjoy real-time collaboration with solution architects and support engineers operating in your time zone for faster issue resolution.

Outcome-Driven Approach: We don’t just implement software; we partner with you to cut referral leakage, grow revenue, and improve patient satisfaction scores—backed by clear KPIs and quarterly business reviews.

Our Proven Implementation Process

  1. Discovery & Alignment: We conduct stakeholder workshops to map current referral workflows and define KPIs.
  2. Architecture & Design: Solution architects create an integration and security blueprint aligned with HITRUST and SOC 2.
  3. Agile Development: Two-week sprints deliver incremental value while allowing rapid feedback loops.
  4. Quality & Compliance Testing: Automated and manual testing ensure performance, interoperability, and regulatory compliance.
  5. Deployment & Training: Phased rollout with onsite or virtual training for clinicians, coordinators, and IT staff.
  6. Optimization & Support: Post-launch monitoring, analytics dashboards, and continuous improvement cycles.

Our Industry Experience

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Healthcare

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Ecommerce

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Fintech

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Travel and Tourism

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Security

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Automobile

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Stocks and Insurance

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Restaurant

Download the Referral Management Solution Brief

Frequently Asked Questions

Q1: How long does a typical implementation take?
A: Most mid-size health systems go live in 12–16 weeks, depending on the number of EHR integrations, data-migration complexity, and stakeholder availability for training.

Q2: Is the platform HIPAA-compliant?
A: Absolutely. We leverage end-to-end encryption (AES-256 at rest, TLS 1.3 in transit), granular RBAC, audit trails, and annual third-party penetration tests to maintain HIPAA, PIPEDA, SOC 2, and ISO 27001 compliance.

Q3: Can we start with a pilot program?
A: Yes. Many clients choose a 90-day pilot focused on a single specialty or location. We define success metrics (e.g., referral completion rate, average turnaround time) and provide a detailed ROI report at the end of the pilot.

Q4: What EHRs do you integrate with?
A: Epic, Cerner, Allscripts, Meditech, Athenahealth, eClinicalWorks, and any system supporting HL7 v2, FHIR R4, or custom REST/SOAP APIs. We also connect to imaging, lab, and CRM systems.

Q5: Do you offer on-premise deployment?
A: Yes. While 70 % of clients choose our secure cloud (AWS or Azure), we offer on-premise and hybrid deployments for organizations with strict data-residency or latency requirements.

Q6: How is pricing structured?
A: We offer subscription tiers based on monthly referral volume. Optional add-ons include AI-based predictive analytics, expanded patient-engagement modules, and dedicated account management.

Q7: Who owns the data?
A: You retain full ownership of all patient and operational data. Our contracts include stringent data-handling clauses, and you can export data in HL7, FHIR, or CSV formats at any time.

Q8: What kind of training do you provide?
A: Role-specific training—clinicians, referral coordinators, administrators—delivered via live webinars, self-paced LMS modules, and onsite workshops. Training materials remain accessible post-launch for onboarding new staff.

Q9: How do you handle system downtime?
A: Our cloud platform delivers 99.95 % uptime backed by SLA. For on-prem deployments, we establish HA clusters and offer optional disaster-recovery (DR) services with RPO ≤ 15 minutes and RTO ≤ 1 hour.

Q10: Can the platform be customized to our workflows?
A: Yes. From referral-intake forms to triage rules and reporting dashboards, every component is configurable. Our business-analysis team maps your current-state processes and designs future-state workflows to ensure minimal disruption.

Q11: What kind of support is available post-launch?
A: 24 / 7 email, phone, and ticket-based support staffed in North American time zones. Dedicated Customer Success Managers provide quarterly business reviews and proactive optimization recommendations.

Q12: How soon can we realize ROI?
A: Clients typically see a 25–30 % reduction in referral leakage and a 40 % decrease in manual processing within the first six months, resulting in positive ROI within the first year.