Your intake process doesn’t need more manual work - it needs more visibility, automation, and control. In this mini webinar, we break down how Referral AI fits within your EMR to help agencies automate, organize, and prioritize referrals without overhauling their workflows.
What you’ll learn:
✅ How Referral AI fits within your EMR (without changing your process) – Time stamp: 1:41
✅ How Action Ready Records replace disorganized PDFs – Time stamp: 3:10
✅ How the system flags urgent referrals and automates triage – Time stamp: 4:45
✅ What happens when a referral doesn’t follow a standard format – Time stamp: 8:21
✅ How Referral AI improves workflow beyond sorting PDFs – Time stamp: 9:12
✅ Implementation timelines and what to expect – Time stamp: 10:48
✅ Why Referral AI is a proprietary, purpose-built solution – Time stamp: 11:29
WEBINAR TRANSCRIPT
Cortney Swartwood (0:06)
Hey everyone, welcome to today’s webinar, “Built to Fit: How Referral AI Works Within Your EMR.” I’m Cortney Swartwood, Senior Marketing Manager here at WorldView. Thanks for joining us!
A couple of quick housekeeping notes—on your screen you’ll see the presentation, Q&A window, and a survey. Feel free to move or resize them however you like. Please drop questions into the Q&A, not the chat, so we can track and answer them easily.
There’s also a resources icon at the bottom where you can download today’s slides. And yes, this session is recorded. You’ll get the on-demand link tomorrow to rewatch or share.
Today’s topic is a big one: how Referral AI actually works within your EMR. We get this question a lot. So we’ve brought back Cody Godley, our Regional Sales Director, to walk us through how this technology supports intake across different systems. Cody, it’s all yours.
Cody Godley (1:41)
Thanks, Cortney. Happy to be here.
Let’s talk about how Referral AI fits within your EMR. First off, we’re not limited to just one or two systems. Today, we have preferred partnerships with Homecare Homebase, KanTime, Axxess, and MatrixCare. We’re also working towards integrations with others, like Curantis Solutions.
But even if you use something else—even a homegrown EMR—we can still help. Referral AI is built to fit your current process, not force you to change it. Our goal is to make intake faster, cleaner, and easier for your team.
When we talk about automating intake, it’s not just dumping documents into folders. Referral AI organizes documents into what we call “Action Ready Records.”
When a referral comes in—via fax, email, or anything else—the system auto-generates:
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A concise intake summary
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A cover sheet with payer details
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Key data points like demographics, diagnoses, and more
Then it intelligently routes the referral to the right queue, based on your workflow. No more guessing or digging through files.
This automation cuts manual data entry, reduces errors, and lets your team focus on what matters—patient care.
Efficiency is everything. Referral AI automatically tags referrals based on urgency, diagnosis, source, and payer. Urgent referrals get flagged and pushed to the front of the line.
You’ll also get a dashboard view of everything—completed referrals, pending items, and active workloads. That visibility helps you manage your team and avoid bottlenecks.
The result? Fewer delays. Faster admissions. Better outcomes.
Whether you’re using one of our EMR partners or something custom, Referral AI scales with you. It integrates right into your intake process and grows as you grow.
This isn’t just about cool tech. It’s about transforming your intake for better accuracy, speed, and reliability—while keeping your staff focused on care, not admin work.
Plus, powered by our Kno2 partnership, Referral AI is built specifically for healthcare. It’s compliant, reliable, and fine-tuned for the nuances of home health and hospice referrals.
Cortney Swartwood (8:00)
Thanks, Cody. Great overview. Let’s jump into a few questions.
First question: How does Referral AI handle messy, incomplete, or non-standard referrals?
Cody Godley (8:21)
Great question. That’s actually one of our biggest strengths. Referral AI doesn’t rely on rigid templates. It’s trained for the messy reality of healthcare referrals—whether they’re handwritten, faxed, or formatted differently.
It automatically pulls the key details and creates that clean intake summary no matter the format. That’s a huge differentiator compared to rule-based or template-only systems.
Cortney Swartwood (9:02)
Love it. Next question: Are you just sorting PDFs, or are you actually improving the workflow?
Cody Godley (9:12)
Definitely more than sorting PDFs. Referral AI extracts structured data and organizes it by the fields your team actually needs—payer info, urgency, diagnosis, etc.
The one-page summary gives your intake team a quick, clear view to make decisions faster. It’s about improving the entire intake experience, not just sorting files.
Cortney Swartwood (9:46)
Makes total sense. Another question: Can we see how this fits with our specific EMR?
Cody Godley (9:59)
Absolutely. We can set up a short call to walk you through it. Whether you're using one of our EMR partners or something else, we’ll show exactly how Referral AI fits into your workflow and how it improves your day-to-day intake process.
Cortney Swartwood (10:39)
Perfect. What about implementation timelines? How long does it take to get started?
Cody Godley (10:48)
Implementation typically takes about six weeks. We’ve designed the process to be as smooth as possible.
Our team offers a “white glove” experience—we make sure your staff knows the platform inside and out before go-live. The goal is zero disruption when you flip the switch.
Cortney Swartwood (11:19)
Love that. Last question: Is Referral AI proprietary or something off the shelf?
Cody Godley (11:29)
Referral AI is 100% proprietary. It’s built specifically for home health and hospice.
It’s powered by Kno2 but completely fine-tuned for healthcare referrals—down to how payers are sorted, how urgent items are flagged, and how referrals are routed based on your agency’s rules.
Cortney Swartwood (11:59)
Awesome. Thanks, Cody. That’s all the time we’ve got for questions today.
If you missed anything, we’ll follow up soon. And don’t forget—our final webinar in this series, “Smarter Than Rules: How AI Knows What’s Actually a Referral” with Nolan Craig, is coming up next.
If you have more questions, Cody’s email is on the screen—feel free to reach out. Thanks so much for joining, and we’ll see you next time!
