A primary care group and MSO was struggling with slow, laborious referral processes that frustrated both staff and patients. Their team of referral coordinators was perennially understaffed and facing a growing backlog of referrals. They needed a faster way to connect patients with higher quality specialists.
• Manual Process: Painful EMR workflow and referral authorization data entry
• Limited Visibility: Difficulty finding high-quality, in-network, accessible specialists
• Unclosed Loops: Challenging to know if the patient saw specialist and received treatment plan
• Availability Frustration: Patients having to wait months to access care (e.g., endocrinology)
The medical group implemented Switchboard Health's EMR-integrated software, transforming their referral workflow into a streamlined, data-driven process with:
Within weeks, the medical group increased efficiency–and therefore reduced administrative costs–by 30% (~12 hours per referral coordinator). At the same time, the Switchboard can play a role in improving referral patterns, reducing access delays, and increasing patient satisfaction.
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