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Real-Time Referral & Appointment Scheduling Platform

Swift-Refer is a secure, web- and mobile-friendly referral management and scheduling platform that enables referring physicians and partner clinics to book patient appointments in real time. Built to support high-volume, multi-specialty networks, the system streamlines referrals, improves access, and eliminates the administrative friction typically associated with traditional referral processes. Swift-Refer is currently used by a large ophthalmology group to centralize referrals, enhance scheduling accuracy, and significantly increase conversion rates.
Swift-Refer enables referring providers to securely schedule patient appointments in real time through a unified, web-based interface with live slot availability across multiple locations. The platform intelligently recommends the correct appointment type based on the reason for visit, ensuring clinical accuracy and preventing inappropriate scheduling. Advanced scheduling controls provide customizable long-range visibility, logic-driven visit reasons, automated detection of existing patients to reduce duplication, and optional updates to patient contact details and language preferences. Referrals are captured with complete patient demographics, clinical notes, and optional insurance information, while a centralized dashboard allows referring offices to track referral status and follow up on pending appointments. Designed for enterprise-scale networks, Swift-Refer supports multi-location onboarding through a streamlined, one-screen setup and centralized administrative controls. Automated workflows eliminate manual calls, route referral data directly to clinic operations teams, and reduce confirmation and follow-up effort—resulting in measurable improvements including thousands of appointments scheduled annually, higher referral-to-appointment conversion, reduced administrative overhead, and improved patient access through faster, more accurate scheduling.

Who It Serves Swift-Refer is ideal for:

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