AI Referral Management Agent

{
  "agent_id": "referral_management",
  "name": "AI Referral Management Agent",
  "url": "https://cassidyai.com/solutions/ai-referral-management-agent",
  "logo": "https://agentery.com/logos/CP-4QTKZG-128.png",
  "niche": "referral-management",
  "category": "healthcare-ops",
  "short_summary": "automates referral management workflow—extracts faxed referrals, triages, routes, and schedules appointments in healthcare",
  "task_performed": "automates referral management workflow—extracts faxed referrals, triages, routes, and schedules appointments in healthcare",
  "inputs_accepted": [
    "referrals via fax",
    "EHR orders",
    "provider portals",
    "secure messages",
    "patient records"
  ],
  "outputs_produced": [
    "extracted referral data",
    "triage/routing decisions",
    "scheduled appointments",
    "patient outreach (SMS/email/phone)",
    "status updates to referring providers",
    "audit trail"
  ],
  "integrations_available": [
    "EHR",
    "provider portal",
    "fax",
    "SMS",
    "email",
    "phone"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "healthcare"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": false,
    "billing": "not_found",
    "currency": null,
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "No public price found",
    "summary": "No public pricing or plan amounts are shown; the site directs visitors to get in touch or book a demo.",
    "confidence": "high",
    "source_url": "https://www.cassidyai.com/solutions/health-benefits-plan-comparison",
    "checked_at": "2026-10-25T02:54:16.613Z",
    "source_kind": "vendor",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "Customers page referenced",
    "Enterprise Security page referenced"
  ],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "enterprise security page only",
  "evidence_urls": [
    "https://cassidyai.com/solutions/ai-referral-management-agent",
    "https://www.cassidyai.com/solutions/ai-referral-management-agent"
  ],
  "last_checked": "2026-10-25",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-25",
  "how_to_connect": {
    "website": "https://cassidyai.com/solutions/ai-referral-management-agent",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "status": "unknown",
      "note": "no observed price page text held for this listing"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 503,
    "uptime_7d": 1,
    "checked_at": "2026-10-27T02:43:21.933Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}