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Automated Referral Management Dashboard

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Client/Industry

A company offering on-site and home infusion therapy needed to automate referrals and improve care coordination.

Enhancements

  • Automated centralized referral management
  • Real-time collaboration & notifications
  • Integrated care platform with synced EHRs, SLA alerts & access control

Services

  • API-powered referral dashboard for workflow automation
  • Real-time alert via WebSockets & emails
  • API-enabled platform with SLA dashboards & admin user controls

Tech Stack

  • React-NextJS
  • Material UI
  • .NET 6.0 - C#
  • Flask
  • Redis Cache
  • Amazon EC2, RDS, S3, Cloudwatch

Project Overview:

Up to 50% of patient referrals do not equate to completed appointments, often due to manual workflows, fragmented systems, and limited visibility.
Our client managed referral intake across multiple portals, relying heavily on manual processes. This led to duplicated data entry, limited real-time updates, and challenges in team coordination, affecting overall efficiency and turnaround time.
Folio3 Digital Health partnered with HealthQuest to build a solution focused on automation, integration, and operational transparency. A centralized referral dashboard was developed, connecting various sources and the AlayaCare EHR to enable real-time alerts, task routing, and performance tracking.
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Challenges Faced

The platform faced some challenges that impacted its overall performance:
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Solutions We Delivered

Folio3 provided the following solutions to address the challenges:

Custom middleware dashboard

  • Centralized all sources into one interface to simplify intake workflows. Our referral dashboard unified disparate systems, enabling real-time status while prioritizing scalability and ease of use to manage high referral volumes with improved speed, consistency, and transparency.
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API integrations with third-party referral portals

  • Our team enabled automatic data transfer of requests from referral portals, fax, and emails, eliminating manual entry. We also ensured secure, HIPAA-compliant API connectivity, reducing referral processing time and human error.
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Real-time alerts via WebSockets

  • Provided instant updates to teams, improving coordination and task ownership. These real-time notifications supported care teams in responding immediately to high-priority referrals, reducing response lag and improving internal workflows.
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SLA monitoring via referral dashboard

  • Introduced visibility into task progress, deadlines, and referral aging. Advanced analytics and performance metrics enabled proactive SLA management across healthcare workflows and helped maintain compliance, accountability, and decision-making.
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API integration with AlayaCare EHR

  • Synced referral data directly with the EHR, reducing redundancy and delays. Our custom solution is integrated and tailored to AlayaCare’s specifications to ensure real-time data exchange between referral systems and electronic health records for end-to-end workflow continuity.
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Admin portal for user roles & permissions

  • Allowed role-based access and admin-level oversight of user activity. This secure access control system ensured that only authorized users could manage sensitive referral data, simultaneously streamlining user onboarding for multi-location healthcare teams.
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Impact It Created

Here’s how Folio3’s solutions impacted the platform:
  • No Referral Loss
    The centralized dashboard provides real-time referral tracking and workflow visibility, streamlining coordination and boosting successful referral completion rates by 32% across all sources.
  • Increased Productivity
    Seamless API integrations in the referral dashboard automate data entry, freeing up 18% more staff time to focus on high-value tasks, boosting output quality.
  • Faster Case Turnaround
    Real-time alerts in the referral dashboard notify care teams of new referrals, improving responsiveness by 45% and accelerating referral-to-treatment cycle times.
  • Data-Driven Decision-Making
    The referral dashboard provides real-time analytics and performance metrics, enabling leadership to make informed, data-driven decisions for strategic process optimization.
  • Efficient Resource Planning
    Integrated AlayaCare EHR API syncs referral and clinical data, enabling precise resource forecasting, scheduling, and improved operational management across departments.
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Testimonial

Kudos to your team for outstanding work in the discovery phase! Your team understood our business and workflows by asking the right questions and extracting the most useful information. Your team's ownership and results-oriented approach are commendable.

I appreciate your remarkable work during the  recent Laboratory service phase. Your determination, analytical thinking, and continuous efforts were crucial in overcoming challenges and achieving success. I appreciate your help as we collaborate to create fantastic items.

Folio3 Digital Health Testimonial

Working with the folio3 team has been a great experience. Your dedication, creativity, and adaptability in overcoming challenges for the Moodology app project are truly commendable.

Folio3 Digital Health Testimonial
Folio3 Digital Health Testimonial

Team Folio3 brought my dream app to reality, they explained every step to our non technical team professionally. wireframe and design processes were outstanding  & they built stunning and perfectly integrated application. I think both patients and clinic will be significantly benefited.

Folio3 Digital Health Testimonial

Our Tech Stack

React

Next.Js

Material UI

.NET 6.0

C#

Flask

Redis Cache

Amazon EC2

RDS

S3

CloudWatch

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