Where the work slows down for healthcare organizations
The chain, then the three workflows an agent takes on first. Your team reviews and approves; Soren does the collecting, matching, routing, and tracking.
Fig. 01Systems the agent works across
Figures are illustrative.
01 / 04The chain
Overview
Starts at referral intake, where the work enters.
Runs coverage verification inside the systems you already use.
Ends at authorization tracking, where your team signs off.
Connected to the referral portal, the EHR, payer portals, and scheduling.
Your teamEvery decision stays with your people; the agent does the handling in between.
Fig. 01Systems the agent works across
02 / 04Workflow
Referral & intake administration
Capture referral submissions
Check demographic and coverage fields for completeness
Verify eligibility through connected systems
Route completed intake records to scheduling
Your teamScheduling team books from a complete record
Fig. 02Referrals verified and routed to scheduling
03 / 04Workflow
Authorization coordination
Assemble existing documentation for authorization requests
Flag missing items for staff follow-up
Track submission status and payer responses
Your teamCoordinators handle appeals and complex cases
Fig. 03Authorizations by stage
04 / 04Workflow
Records request administration
Log records requests and verify release forms are present
Route requests for approval
Track fulfillment, filing status, and retention schedules
