Automate Your Referral Loop
Agentic automation for Primary Care Providers
Created by AI experts from
Supercharge your operations
Our platform automates every step of the referral process, allowing your staff to focus on higher-value tasks
Authorization submission
Automatically generate referral authorizations pre-filled with patient data, reducing errors and saving time.
Real-time Status Updates
Receive authorization results directly into your EHR automatically, 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—ensuring timely access to critical information and reducing administrative burden.
Consult Note Retrieval
Automated collection of specialist 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
Not a platform or a tool - complete workflow 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 receives the latest status of each referral.
Patient Engagement
Keep patients informed with automated notifications about their referrals. Leverage Voice AI to increase engagement with patients.
Results & Follow-up
Automatically request consultation notes and follow-up reports from specialists, effortlessly closing the referral loop.
Reduce Administrative Burden by 80%
What Our Partners Say
Trusted by leading healthcare providers
"Locata is a clear game-changer for healthcare operations. At WMCHC, referral management is one of our most manual, labor-intensive workflows. Locata has automated our most repetitive tasks, streamlining operations and enabling staff to focus on higher-value tasks. Locata's founders provided exceptional personalized service, onboarding us in just a matter of days. Our physicians and staff could not be more excited to have them."
