SOC 2 Type II
Audit completed
Keep every referral in-network.
Guide each referral to an appropriate in-network provider, track it to completion, and prevent revenue leakage.
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Outcomes
Recover revenue lost to out-of-network leakage
Save staff time on manual coordination and tracking
Get patients to the right specialist sooner
Improve referral completion rates and care continuity
How it works
Match the referral to the right provider
Identify in-network specialists who fit the clinical need, the patient's coverage, and availability.
Features
In-network provider matching
Recommend in-network specialists based on clinical fit, coverage, and availability.
Leakage detection
Flag referrals at risk of going out of network so staff can intervene in time.
Referral routing
Send referrals with complete clinical context to the receiving provider.
Patient scheduling support
Help patients book the referred appointment quickly so referrals progress after they're placed.
Referral loop closure
Track each referral through completion and return results to the referring provider.
Coverage and authorization checks
Confirm the patient's insurance and surface prior-authorization needs up front.
Leakage reporting and analytics
Show where referrals are leaking, the revenue impact, and where to intervene.
EHR integration
Pull referral orders and write status updates back into the chart and existing workflow.
Effortless integration across your systems.
Concurrence natively integrates with all major EHRs and clinical systems.
Pairs with the rest of your
AI workforce
Each Concurrence solution shares the same patient context and clinical guardrails,
so the value compounds as you add more workflows.
Security for critical operations.
HIPAA
Compliance attested
PIPEDA & PHIPA
Compliance self-attested
GDPR
Actively maintained
In progress
- HITRUST e1
- ISO/IEC 27001
- ISO/IEC 42001