Request a Demo
Ziva Health›AI Agents›Care Agent›Referral follow-through
Care Agent workflow

Referrals ordered.
Loops actually closed.

Many referrals are ordered and never completed. The Care Agent follows each one from the order to the specialist's findings, and only asks your team to step in when something stalls.

Text check-ins · liveDocument summaries · liveVoice calls · coming soonConfigurable protocols · coming soon
Request a demoHow it runs →
Trigger
Referral ordered
1Ordered
2Contacted
3Scheduled?
4Attended?
5Findings received
6Loop closed
Owned by the Care Agent
Ziva handles the routine steps. Your team is brought in only for exceptions.
How it runs

Step by step,
and who handles each one.

Care AgentContinuous IntelligenceCare teamEventPatient
1
Event
Referral orderedSpecialist, imaging, therapy or another service.
2
Care Agent
Patient contactedIsabella explains the referral and its purpose.
3
Care Agent
Scheduling status checkedHas an appointment been booked? If not, what's in the way?
4
Care Agent
ReminderBefore the appointment date.
5
Care Agent
Completion checkedDid the visit happen?
6
Care Agent
Specialist informationReceived notes are read and summarized where available. Missing notes are flagged.
7
Intelligence
Next action identifiedZiva identifies what the care team needs to act on, then closes the loop.
One patient, start to finish

Linda P.*, 64 · cardiology referral

An example of how this workflow runs, and how often a person actually needs to step in.

*Stories are inspired by real patient experiences and health patterns observed in care. Names, images, quotes, and certain details have been changed or combined to protect privacy. Individual experiences and outcomes may vary. Your organization sets the protocol and escalation rules.

Week 0
EventReferred to cardiology for palpitations
Day 3
Care AgentIsabella checks scheduling
"Have you been able to book your cardiology appointment?" → "They didn't have anything for two months."
Day 3
IntelligenceWait longer than referral urgency allows
Needs review Sent to referral coordinator
Day 5
Care teamCoordinator secures an earlier slot
Day 18
Care AgentReminder sent · visit confirmed attended
Day 24
Care AgentSpecialist note received and summarized
Holter monitor ordered. Summary sent to PCP.
Day 24
IntelligenceReferral loop closed
No action Next action tracked
Exceptions

When Ziva brings in a person.

Routine answers keep the workflow moving. These situations are evaluated by Continuous Intelligence and sent to the right person with context.

Needs review
Can't get an appointment

The wait is too long, the patient can't reach the office, or the provider is out of network.

Needs review
Missed appointment

The patient didn't attend and needs to reschedule.

Needs review
Specialist notes not received

Flagged so the office can request them.

High priority
Urgent finding in specialist note

Brought to the referring clinician promptly.

Clinical observation
Patient undecided

Ziva follows up again later, and escalates if the patient is still undecided.

Your protocol

Your organization decides.
Ziva follows it.

Clinical judgment, thresholds and escalation rules stay with your team.

Referral types trackedExpected timeframes by urgencyReminder timingCoordinator assignmentWhen to close a loop

Give your care team
fewer things to chase.

Show us how your team handles referral follow-through today. We'll show you how the Care Agent would run it.

Request a demoExplore Ziva Agents →