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AI Referral Management Agent

cassidyai.com/solutions/ai-referral-management-agent official website

automates referral management workflow—extracts faxed referrals, triages, routes, and schedules appointments in healthcare

agent
Agentery price verdictNo pricing observed
Billing model
Last checked28 Jul 2026pricing & liveness

What it does

The specific capability behind this listing, and where to get it.

AI Referral Management Agent

automates referral management workflow—extracts faxed referrals, triages, routes, and schedules appointments in healthcare

referrals via fax, EHR orders, provider portals, secure messages, patient records → extracted referral data, triage/routing decisions, scheduled appointments, patient outreach (SMS/email/phone), status updates to referring providers, audit trail
EHRprovider portalfaxSMSemailphoneautonomy: workflow automation

Official AI Referral Management Agent links

Price status · observed daily

No public commercial pricing observed.

No price does not imply the product is free. Any code-host platform pricing is excluded.

Is AI Referral Management Agent good value?

Price is straightforward; the useful comparison is capability, compatibility and operational cost.

No price benchmark

No public commercial pricing observed.

Agentery has not observed a public price for this provider. No price does not mean free.

Observed commercial pricenone
NicheReferral Management
Price benchmarknot applicable
What to compare instead

Check capability before deciding

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Comparable Referral Management

Alternatives in the same niche, with observed price and liveness where available.

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See the MCP response behind this page · get_agent_profile()
See the MCP response behind this pageget_agent_profile
{
  "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": "The pricing page lists Starter and Business plans but does not show public prices; Business directs buyers to book a demo.",
    "confidence": "high",
    "source_url": "https://www.cassidyai.com/pricing",
    "checked_at": "2026-07-26T09:08:03.688Z",
    "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": "2026-06-16",
  "how_to_connect": {
    "website": "https://cassidyai.com/solutions/ai-referral-management-agent",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 736,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:37:35.401Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}