Batch Processing Workflow

Turn Fax Referrals into
Booked Appointments

Batch your referral faxes and let a Blue agent extract patient details, then automatically reach out to get them scheduled.

Faxes
Batch
Extract
Outreach

Referrals Deserve Better Than a Phone Tree

Most practices lose referrals to slow follow-up. Patients who never hear back simply don't schedule.

Without Blue

1

Referral faxes pile up in the inbox

2

Staff manually reads each fax

3

Patient info entered into the system by hand

4

Staff calls each patient individually

5

Voicemails left, callbacks missed

6

Referrals fall through the cracks

25-50% of referralsnever get scheduled

With Blue

1

Faxes batch uploaded into Blue

2

Agent extracts all patient and referral data

3

Personalized SMS sent to each patient

4

Patients self-schedule at their convenience

Every referral contactedwithin minutes

How It Works

Upload a batch of referral faxes and let Blue handle the rest, from data extraction to patient outreach.

1

Referral Faxes Received

Your practice receives referral faxes from other providers with patient information and referral details.

Jane Smith

Dr. Martinez, PCP - Cardiology consult

Robert Chen

Dr. Patel, Internal Med - MRI referral

Maria Garcia

Dr. Williams, Family Med - Specialist eval

2

Batch Uploaded to Blue

Staff uploads the batch of referral faxes into Blue for processing. Multiple referrals can be handled at once.

3 referrals uploaded

Upload complete

3

Agent Extracts & Processes

The Blue agent reads each fax, extracts patient details, referral reason, and referring provider information.

B
PatientJane Smith
Phone(555) 123-4567
ReferralCardiology consult
FromDr. Martinez
4

Patient Outreach via SMS

The agent automatically reaches out to each patient with a personalized message and scheduling link.

SMS to Jane

2:31 PM

Delivered

SMS to Robert

2:31 PM

Delivered

SMS to Maria

2:32 PM

Sending...

What the Agent Can Do

Purpose-built for referral processing. The agent handles the entire pipeline from fax to scheduled appointment.

Intelligent Fax Reading

Extracts patient names, phone numbers, referral reasons, and referring provider details from any fax format.

Personalized Outreach

Each patient receives a message tailored to their referral reason and referring provider.

Configurable Templates

Customize message templates by referral type, department, or provider preference.

Priority Routing

Flag urgent referrals and route them to the appropriate department or provider automatically.

Automated Follow-Up Sequences

Re-engage patients who don't respond on a configurable follow-up schedule.

Batch Status Tracking

Monitor the status of every referral in a batch: extracted, contacted, scheduled, or pending.

Batch Processing at Scale

Handle your entire referral inbox in minutes, not days.

0

Referrals per Batch

Process dozens of referral faxes in a single batch. No more one-by-one manual entry.

0

Data Extraction Accuracy

The agent accurately reads and extracts patient details, referral reasons, and provider info from faxes.

0

Per-Batch Item

Each referral in a batch is processed in roughly 3 seconds, from extraction to patient outreach.

Built for Every Referral Workflow

From single-specialty practices to multi-location groups, Blue adapts to how you handle referrals.

Primary Care

Process inbound referral faxes from specialists and get patients scheduled without manual data entry.

Specialty Clinics

Turn referral orders into booked appointments automatically, no matter the fax format or volume.

Multi-Location Practices

Route referrals to the right office with availability and automate outreach across all locations.

Stop losing referrals to slow follow-up

See how Blue can process your referral faxes and get patients scheduled automatically.