# Specialist Referral Intake & Scheduling — Healthcare AI agent | Mihu AI

Healthcare · Scheduling

# Specialist Referral Intake & Scheduling

Convert an incoming specialist referral into a booked appointment without the patient having to chase it themselves.

Set up this outcome

## Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

Clearinghouse / Payer Eligibility Real-time insurance eligibility, benefits and prior-authorization status. Connect during setup

## How it works

Agent ingests the referral via the EHR referral queue and extracts the reason and urgency flag.

Proactively calls the patient rather than waiting for them to call in.

Checks insurance acceptance via the clearinghouse before booking; flags if authorization is required.

Writes the appointment directly to the EHR/PMS calendar .

Confirms with the referring provider once booked, closing the referral loop .

Falls back to SMS if unreachable after 2 attempts; unresolved referrals escalate to the referral coordinator after 5 days.

## Data sources

EHR referral queue Insurance acceptance list Provider schedule

## What it targets

Referrals contacted within 24 hours Target 90%

Referral-to-scheduled-appointment rate Target 75%