Healthcare / Referral Management Live

Referral Intake Review

Check an incoming referral letter against the receiving service's acceptance criteria, extract the clinical detail, and say plainly whether it can be booked or what is missing before it can.

  • Run on demand
  • ~6 credits per run
  • v1.0.0

What does Referral Intake Review do?

Referral Intake Review is a production AI agent in the healthcare section of the Leverge agent store, built for the referral management process. Check an incoming referral letter against the receiving service's acceptance criteria, extract the clinical detail, and say plainly whether it can be booked or what is missing before it can. It runs on demand, works through 5 steps and returns 7 outputs, including acceptance check.

What it needs

  • Referral letter

    File upload

    The letter as received. Text is extracted before anything is sent to the model.

    pdf docx txt md

  • Receiving service

    Form

What it does

  1. Extracting the letter
  2. Reading the referral
  3. Checking it against acceptance criteria
  4. Deciding the outcome
  5. Mapping to a FHIR ServiceRequest

What you get back

  • Acceptance check Validation result
  • What happens next Markdown doc
  • Referral Metadata grid
  • Presenting problem Written summary
  • Investigations included Table of results
  • Needs attention Flagged exceptions
  • FHIR R4 ServiceRequest Json payload

After each run it asks: “Was this the right call on the referral?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Referral Management

Other agents in referral management

Clinical documentation, referrals and patient communication

  • Clinical Documentation Live

    Clinical Document Summary

    Summarise a discharge summary, consultation note, or referral letter, and emit the problems, medications, and follow-up actions as a structured FHIR bundle alongside the readable version.

  • Patient Communications Live

    Patient Message Triage

    Triage an inbound patient message against the practice's own policy, look up the record, and draft either an administrative reply or a clinical escalation. Every reply waits for a human.

Next Step

Deploy Referral Intake Review, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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