A multi-state primary care group with more than 100 providers was struggling with slow, laborious referral processes that frustrated staff and patients. Their team of referral coordinators was perennially understaffed and the growing organization needed a scalable way to handle increased referral volume. They wanted a faster, better, and easier way to connect patients with the right specialists.
• Limited EMR Functionality: The out-of-date EMR picklists don't make it easy to identify in-network, quality specialists.
• Painful Referral Authorizations: Duplicate data entry in the health plan portals was slow and laborious.
• No Analytics or Insights: The group struggled to understand its referral patterns and PCP ordering habits.
• Availability Frustration: Their patients were having to wait months to access care (e.g., endocrinology).
The primary care group implemented Switchboard's EMR-integrated software, transforming their referral workflow into a streamlined process with:
Since launching Switchboard, the medical group increased efficiency by 30% (12 hours/week per referral coordinator). They've continued to grow their provider group and MSO without having to hire new staff. Plus, their leaders now have monthly reporting to understand clinic productivity, referral patterns, and areas for improvement.
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