Created by AI experts from
Complete Referral Automation
Our platform automates every aspect of the referral process, from initial form generation to retrieving consultation notes
Automated Referral Forms
Automatically generate referral forms pre-filled with patient data and integrated medical history—reducing errors, saving time, and ensuring continuity of care.
Real-time Status Updates
Stay informed at every step with real-time referral tracking and automated notifications—increasing visibility, reducing delays, and keeping care teams aligned.
Patient Communication
Automated communication tools keep patients informed about their referrals, appointments, and follow-ups—improving patient engagement and satisfaction.
Document Transmission
Securely transmit medical documents and referral forms to specialists and care teams—ensuring timely access to critical information and reducing administrative burden.
Consult Note Retrieval
Automated collection of specialist consultation reports and notes—streamlining follow-up care and ensuring no important clinical information is missed.
End-to-End Integration
Seamless integration with EHR systems and payor portals—enabling consistent information flow across all stakeholders while reducing administrative overhead.
How It Works
Follow the patient journey through our AI-powered referral automation
Setup & Integration
Connect your EHR and payor portal credentials to Locata. Our platform handles the technical setup, ensuring secure and compliant data exchange.
Automated Processing
Our proprietary AI identifies patterns from your historical referrals to learn how your team operates. We then execute on your behalf, automating the workflow at every step.
Referral Tracking
Monitor the status of every referral in real-time. Our platform provides automated updates and alerts, ensuring your team has visibility each step of the process.
Patient Engagement
Keep patients informed with automated notifications about their referrals, appointments, and follow-ups. Our platform ensures they are always in the loop.
Results & Follow-up
Automatically request consultation notes and follow-up reports from specialists, effortlessly closing the referral loop.