Referral Management & Loop Closure for Urgent Care Managers with DocuTAP
The Problem
Incoming Urgent Care referrals sit in fax queues and DocuTAP work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.
What We Build in DocuTAP
AI triages incoming referrals by acuity, schedules them into open slots in DocuTAP, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running DocuTAP — uses the native API or agent integration so nothing leaves the system of record.
DocuTAP Integration Approach
Audit your DocuTAP configuration
We map the specific DocuTAP objects, custom fields, and workflows the automation needs to touch for your urgent care practice.
Build on the DocuTAP API or agent
Integration happens inside DocuTAP — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in DocuTAP with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your DocuTAP instance
30-minute call. We'll look at your actual DocuTAP setup and show exactly how this workflow fits.