Backed by
Automate Your Referral Loop
Agentic automation for primary care providers.
Trusted by leading clinics
Impact
Supercharge your operations
Locata automates every step of the referral process, freeing staff to focus on higher-value work, supporting compliance, and giving providers the context to deliver better care.
Optimize Staff Resources
Prioritize staff on the most valuable tasks of providing patient care. We'll handle everything else.
Prevent Leakage
Keep patients within your network by providing a fast and seamless referral experience. Ensure no one falls through the cracks.
Stay Compliant
Compliance is solved for good. Standardize your processes for each patient and eliminate any errors.
Enable Better Care
Locata unifies patient records across fragmented data silos, giving providers the complete context they need to deliver better care.
By the Numbers
Results you can measure, outcomes you can feel
Our product isn’t a platform or a tool, it’s an outcome - referral operations that are fully automated and optimized to the highest level. Less burden for staff, more visibility for providers, and faster care for patients. It's a win, win, win.
70%
Reduction in staff workflow
3.4x
Faster submission
2.5x
Increase in closure rate
Product
The complete solution to referral bottlenecks
There are dozens of steps between the PCP, payer, and specialist to get patients the care they need. Locata handles every one of them.
Authorization Submission
Locata's AI learns your submission rules around preferred specialists, CPT codes, and attachments. Our systems then automatically submit authorizations to payers. Process standardization leads to fewer denials and faster approvals.
Real-Time Updates
Locata retrieves authorization statuses and updates your EMR directly. No more manually logging in to check each auth. You'll know as soon as your patients are approved - and so will they.
Document Transmission
Locata automatically sends patient records to specialists via eFax, ensuring they have the full context needed to schedule the appointment. Once the visit is completed, we request the consult notes to close the loop.
Patient Communication
Patients receive calls and secure messages about their referrals. Our AI follows up across multiple touch points to ensure they schedule and complete their specialist visits, and alerts staff when support is needed.
Consult Note Retrieval
Locata retrieves consult notes from payer portals or directly from specialists. Our AI extracts key clinical data and routes the consult note into your EMR, giving providers full visibility into the patient’s care journey and ensuring every referral is closed.
Analytics
Locata’s analytics suite provides full visibility into referral operations across your entire system. Identify bottlenecks, track key metrics, and uncover insights that drive better decisions.
Technology
Built on the frontier of AI
Locata is powered by industry leading AI, delivering intelligent automation and uncompromising accuracy across your entire referral process.
Intelligent Orchestration
Workflows are designed to handle the inherent complexity of referral management, ensuring seamless execution across every step and adaptability with every edge case.
Voice AI
Calls are powered by state-of-the-art voice AI models, enabling natural, multilingual conversations with patients that match the complexity of human interaction.
Document Parsing
Text and vision models are trained to extract structured data from complex medical documents, including handwritten notes.
Adaptive Learning
Our AI is tuned to your systems and workflows, continuously improving through real-world usage and human-in-the-loop feedback.
process
Seamless integration, tailored to your workflows
01
Onboarding
Our team audits your current workflows and designs a custom implementation plan to encapsulate them in our system. We enable live systems with full automation in a matter of weeks.
02
Integration
Locata supports bidirectional integrations with EMRs and payer portals. We build additional integrations as needed to ensure complete workflow coverage. Once live, our systems document each action directly in your EMR for full visibility.
03
Automation
Locata automates referral workflows end to end, operating in the background as an extension of your team. Most cases are handled hands-free, with human-in-the-loop controls surfacing complex cases to staff when intervention is needed.
04
Results
Our systems are continuously monitored to ensure accurate and reliable operations. All efficiency gains are captured in our analytics suite, giving you clear visibility into system performance and operational impact across your clinic.
testimonials
What our partners say
"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."
Grace Floutsis, M.D.
CEO, White Memorial Community Health Center
