Product overview

Referral management software for complex specialty referrals.

Elvra brings incoming referral documents into one workflow that recommends what should happen next, shows the supporting evidence and manages the approved action through handoff.

Referral management

What is referral management software?

Referral management software helps healthcare teams receive, organize, review, approve and track referrals from arrival through the next action and handoff. For specialty care, the goal is a clear action—booking, missing-information follow-up, routing or another configured outcome—with the evidence and ownership needed to carry it out.

Why it is difficult

Receiving the referral is only the beginning.

Specialty referrals rarely arrive as uniform, complete records. Forms, handwritten notes, reports and attachments come from different sources, in different formats and often at different times, yet the receiving team still has to decide what should happen next.

Every referral looks different

Referrers use different forms, document orders, labels and levels of detail.

Information arrives over time

New reports, notes and attachments may appear after the initial referral.

Requirements vary

The information needed for review changes by referral question, specialty, service and the specialization or preferences of the receiving physician.

Ownership changes

Intake staff, reviewers, clinicians and booking teams may each own a different step.

Referral intake

Bring documents together as they arrive.

Elvra receives referral documents by direct upload, e-fax or a connected EHR. It can process typed documents, handwritten notes and long-form unstructured text. New documents can be added to the same referral later.

  • Keep forms, notes and reports together
  • Extract patient demographics and insurance information to support chart building
  • Make new and missing documents visible
Explore direct, e-fax and EHR intake →

What changes

One referral instead of disconnected documents.

The receiving team starts with organized information instead of repeatedly reconstructing the package.

AI-assisted triage

Suggest what should happen next and show why.

Elvra applies specialist medical knowledge to identify findings that matter for the referral indication, distinguish them from background information and recommend the next action. It does not simply repeat the sender’s urgency label.

  • Suggest urgent or routine booking
  • Identify missing tests, reports or information
  • Recommend another service or physician
  • Prepare editable, source-linked reasoning for review
Suggested referral action and supporting structured fields prepared for review
Referral recommendation and supporting details shown beside the original source document

Human review and approval

Verify the evidence and approve the action.

Authorized reviewers inspect the source, confirm the relevant information and resolve open questions before approving the action. The triage draft shows the work behind the recommendation; your team controls the decision.

  • Move from the recommendation to relevant source pages
  • Confirm the findings and reasoning supporting the action
  • Keep approval with authorized people
See how human oversight works →

Referral tracking and follow-through

Find any referral and answer status questions quickly.

Search and filter referrals in real time so staff can quickly find the approved action, status, owner and discussion while answering patients or referring clinics.

  • Search for a referral while the caller is on the phone
  • Filter by status, owner and configured workflow fields
  • Keep open questions, asynchronous discussion and the approved action visible
Referral work showing searchable status, ownership and approved actions

Where Elvra fits

More than document delivery or extraction alone.

Elvra connects document intake to a source-linked recommendation, human approval and operational follow-through.

Beyond a fax inbox

Receiving a document is only the start. Elvra organizes the referral around the decision the team needs to make.

Clinical context, not generic extraction

Elvra identifies relevant findings, recommends an action and shows the reasoning behind it.

One product, flexible entry points

Start with direct intake or connect e-fax, EHR and SMART on FHIR workflows.

Fast-start onboarding

Start receiving referrals in minutes.

Begin directly in Elvra without waiting for an integration.

See transparent pricing →

Connected onboarding

Fit Elvra into your existing systems.

Connect e-fax, EHR, SMART on FHIR and identity workflows when your organization needs them.

Explore integrations →

Common questions

What teams ask before getting started.

Can Elvra work without an EHR integration?

Yes. Direct intake is the fastest way to start. A clinic can be onboarded in minutes without waiting for an EHR or e-fax integration.

Does Elvra make autonomous triage decisions?

No. Elvra suggests what should happen next and presents the supporting information in an editable, source-linked draft. Authorized people verify the evidence and approve the action.

How quickly can a team get started?

The direct intake option can be set up and users onboarded in minutes.

Can Elvra connect to an EHR or e-fax workflow?

Yes. Elvra supports e-fax and EHR integration, including SMART on FHIR where supported by the customer’s environment.

See Elvra in action.

Watch the product walkthrough or book a demo to talk through your referral workflow.

Book a demo