Documentation Index
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Category: Documentation & Coding · Signals: Referral reason · Chart context · Network logic · Closed-loop confirmations
Overview
The Referral Generator drafts a complete, contextual letter from the chart and the referral reason. It applies in-network and partner-preference rules and attaches the right context — prior care, screeners, labs. Every referral is tracked to closed-loop confirmation. Stalled referrals are surfaced to the care team with rationale.How this agent works
Configuration
This agent takes the following configuration from your practice settings:- Specialty referral templates
- In-network and partner referral graph
- Attachment policy (notes, screeners, labs)
- Closed-loop tracking and reminders
Execution
At runtime, the agent executes the following steps:- Classifies the referral reason and required content
- Pulls chart context, prior care, and relevant attachments
- Applies in-network and partner-preference rules
- Drafts the letter against the specialty template
- Tracks receipt, scheduling, completion, and documentation
Composable experts
The Referral Generator Agent bundles the following experts from the registry:| Expert | Role |
|---|---|
| Referral Reason Expert | Reason classification and required-content mapping |
| Chart Context Expert | Relevant prior care, current state, and attachments |
| Network Logic Expert | In-network and partner-preference rules |
| Closed-Loop Audit Expert | Receipt, scheduled, completed, documented |
Typical use cases
- Generate a complete referral letter in 60 seconds, not 20 minutes
- Route referrals to the right specialist by network and capacity
- Track closed-loop confirmation and surface stalled referrals
- Attach the right notes and screeners every time
Compliance & safety guarantees
- Every referral letter is anchored to chart spans and screener scores
- Closed-loop tracking is mandatory and documented
- Network preferences are configured by the practice, not the model
Tags
Referral · Letter · Closed-loop · Network
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