Every referral, tracked end to end.

The queue, by state. Iris triages every inbound referral as it arrives, chases what is missing, reaches the patient, books the visit, and surfaces only the exceptions your team needs to touch.

faster referral-to-appointment time

81%

of referrals booked within 48 hours

1.8 days

median time to schedule across the queue

Inbound this month · live

38referrals

Avg time to schedule

1.8days

Median across last 7 days

Past SLA

2open

Aging beyond 3-day target

AllNew - outreach sentWaiting for InsuranceBooking link sentNo e-email or mobileLingeringBooked

Ref	Patient	Source	Reason	Status	Age
R–2041	Amelia Carter	Dr. Halverson	Cardiology consult	New - outreach sentStat	12 min
R–2040	Gabriel Nguyen	Dr. Nguyen	Pulmonology eval	New - outreach sent	28 min
R–2039	Benjamin Ortiz	Northside Family Med	Endocrinology	Waiting for Insurance	2 h
R–2038	Hannah Bishop	Dr. Alvarez	Sleep study	New - outreach sent	1 h
R–2037	Isabella Chen	Westview Clinic	Rheumatology	No e-email or mobile	3 h
R–2036	Julian Reyes	Dr. O'Brien	Allergy panel · possible duplicate chart	Waiting for Insurance	4 h
R–2035	Kenji Park	Dr. Park	ENT consult	Booked	6 h
R–2034	Caleb Morrison	ER	Ortho follow-up	Booking link sent	5 h

Illustrative view. States, SLAs, and sources are configured to your organization.

From inbound fax
to booked visit

Referrals leak while they wait. Iris works every one the minute it arrives and keeps the referring office in the loop.

1
One queue
Fax, portal and phone referrals land in one place.
2
Iris follows up
Reaches the patient and chases missing records in minutes.
3
Referrer kept in the loop
The referring office sees the booking automatically.
4
Nothing goes cold
Urgent and late referrals rise to the top.

Same referral volume, same staff - a very different day

Same referral volume, same staff, a very different day.

Impact

With Iris

Before Iris

Intake

Every referral is captured on arrival, matched to a chart, and given a state in one queue.

Referrals land in a fax folder, a portal, and three inboxes. Someone finds them when they get to them.

First contact

Outreach goes out in minutes, day or night, and keeps going until the patient responds.

First outreach happens hours or days later — often after the patient has already booked elsewhere.

Missing information

Iris chases records, orders, and authorization details and flags only what it cannot resolve.

Staff play phone tag for records, orders, and authorizations between other tasks.

Visibility

Live counts, median time to schedule, and past-SLA referrals are on screen at all times.

No one can say how many referrals are open, aging, or lost without building a report.

The referring office

Confirmation and outcome close the loop automatically, so the relationship keeps producing.

The referrer never hears what happened and slowly sends patients somewhere else.

Staff day

The team works the exceptions — bad contact info, duplicates, STAT — and Iris does the rest.

The team works the whole stack and still misses the ones that mattered most.

Every referral, tracked end to end.

From inbound fax to booked visit

Same referral volume, same staff - a very different day

High-performing practices make Iris part of the team.

From inbound fax
to booked visit