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OpenInlet by Echopad

Secure Referrals That Actually Close the Loop

How It Works in 3 Seconds

📋
Referral Created
Echopad
Echopad
Patient Follows Through

Send, receive, and track patient referrals securely, with clinical details, patient records, and files all encrypted end-to-end, so nothing falls through the cracks.

Real Impact, Real Results
Reduction: up to 40% Referral Leakage
Completion
60% Faster
Setup Time
<2 Weeks

Business Value for Decision Makers

For healthcare leaders facing referral leakage and care coordination challenges, OpenInlet delivers immediate ROI through improved patient retention, reduced administrative burden, and enhanced care continuity.

What You See

When a referral is created, OpenInlet tracks its status end-to-end—delivery, acknowledgment, acceptance—sends automatic reminders when a referral is awaiting action, and can trigger EchoPad Reach to follow up directly with the patient.

Key Benefits

  • Reduce referral leakage and improve care continuity
  • Automate referral tracking and follow-up
  • Ensure patients complete specialist appointments
  • Track referral outcomes and measure success
LIVE DEMO

OpenInlet by Echopad

Referral → Tracking → Completion

STEP 1Referral Created
Specialist Referral
Patient: John Smith
To: Dr. Martinez (Cardiology)
Reason: Cardiac evaluation
STEP 2Acknowledged & Accepted
Reminder Email
Day 2

"Reminder: a referral from Dr. Johnson for John Smith is awaiting your acknowledgment."

Dr. Martinez acknowledges & accepts
Day 3

Full clinical history and attachments unlock on accept — EchoPad Reach begins outreach to the patient.

STEP 3Referral Completed
Patient Seen by Specialist
Appointment ScheduledMarch 15 at 10:00 AM
Patient Attended VisitConfirmed March 15
Referral complete • Care continuity maintained • Outcome documented

Impact Metrics

up to 40%
Reduction in referral leakage
60%
Faster referral completion
80%
Staff time saved

Perfect For

Primary care practices, specialty clinics, and health systems looking to improve referral completion rates and care coordination.

Traditional vs AI-Powered

How Referrals Were Done: Then vs Now

From fax machines and phone tag to instant digital coordination with complete health records

Old Manual Methods
vs
Modern OpenInlet System

📠 Fax, Phone & Paper Era

Fax machines - wait hours for confirmation
Phone tag - 5+ calls per referral
Paper forms - manually filled, mailed
Days/weeks to complete process

☁️ Digital Health Records Era

Epic integration - instant digital referral import
Automatic reminders - referrals never stall unnoticed
Encrypted records - HIPAA-compliant, end-to-end
Minutes - complete referral instantly

Watch auto comparison • Tap to control

5-7 days
Average referral time (old way)
< 5 min
With digital OpenInlet
Simple Process

How OpenInlet by Echopad Works

Three simple steps from referral creation to patient follow-through

1

Create & Send Referral

Build a complete referral—clinical details, patient records, files—or import it straight from Epic. The recipient gets a secure link automatically.

2

Acknowledge & Accept

The receiving provider acknowledges, then accepts or declines with a reason. Reminder emails keep referrals from stalling while it waits.

3

Patient Completes

EchoPad Reach follows up with the patient and reports back live. Once the visit is confirmed, the case closes and the loop is complete.

That's it! No complex setup, no training required.

For Healthcare Leaders

Simple Setup, Powerful Results

From first demo to live deployment—designed specifically for busy healthcare organizations

Quick Deployment

Live in less than 2 weeks

  • Zero IT Burden: Cloud-based deployment requires no infrastructure changes or IT resources
  • Epic Integration: Connects directly to Epic via a secure, standards-based SMART-on-FHIR connection
  • Pilot-First Approach: Start with selected providers to prove ROI before full rollout
  • Custom Workflows: Configure reminder timing and escalation rules for your practice

Staff-Friendly Training

95%+ adoption in 30 days

  • 15-Minute Training: Simple onboarding gets care coordinators tracking referrals on day one
  • Champion Program: Early adopters become advocates, driving peer adoption through demonstrated success
  • Ongoing Support: Dedicated success manager and 24/7 technical support ensure smooth adoption
  • Usage Analytics: Track adoption metrics and completion rates to demonstrate value

Clinical-Grade Security

HIPAA compliant & patient data protected

  • HIPAA & SOC 2 Certified: Full HIPAA compliance with BAA included, SOC 2 Type II certified annually
  • Secure Data Sharing: HIPAA-compliant secure health record sharing and encryption
  • End-to-End Encryption: AES-256 encryption in transit and at rest with enterprise key management
  • Audit Logging: Complete audit trail of all access and modifications for compliance reporting

Real Cost Savings

See immediate financial impact

  • Reduced Referral Leakage: OpenInlet by Echopad reduces referral leakage by up to 40% = $350K+ annual revenue retained
  • Faster Completion: 60% faster referral completion improves patient outcomes and satisfaction
  • Staff Time Saved: 80% reduction in manual follow-up calls saves hours per week
  • Network Retention: Keep patients within your healthcare system, improving care continuity
Full Visibility

Track Every Referral, End-to-End

Always know exactly where a referral stands

Sent
Delivered
Acknowledged
Accepted / Declined
Closed

Plus Expired and Failed states for referrals that stall or can't be delivered.

Patient Lifecycle Report

A branded, printable PDF showing the whole referral journey with a visual progress timeline.

Email Delivery Tracking

See whether each notification email was delivered, bounced, or failed—no guessing if a referral was seen.

Redirect Declined Referrals

Re-route a declined referral to a different provider in one click, carrying over all the original data.

Insights & Dashboards

Understand Your Referral Activity at a Glance

Total Referrals
Active Cases
Acceptance Rate
Response Time

30-Day Activity Trends

Volume trends and a full status breakdown, plus your most frequent referral partners.

CSV Report Export

Download referral reports—weekly, monthly, or a custom date range—for sent and received referrals.

Organization & Platform Views

Organization-wide dashboards for admins, plus platform-wide analytics for super-admins overseeing multiple tenants.

Connectors

Connect Your EHR & Reach Your Patients

A pluggable connector framework brings external systems into OpenInlet

🏥

Epic Integration

  • Import Epic referrals—with the patient, provider, and clinical records attached—automatically.
  • Look up Epic patients and referrals directly from OpenInlet.
  • New Epic referrals sync automatically via scheduled polling and webhooks.
  • A secure, standards-based SMART-on-FHIR/OAuth connection, with self-service key generation.
📣

EchoPad Reach

  • Patients are automatically contacted about their referral.
  • Live outreach status on each referral—contacted, engaged, confirmed, declined, or unable to reach.
  • Full outreach timeline and conversation history on the referral.
  • Receiving providers are emailed the moment a patient confirms, declines, or can’t be reached.
🧩

Need a different EHR? Client admins can request a new EHR/FHIR integration for their organization—our team reviews and provisions it.

Trusted Network

Trusted, Verified Providers

NPI-Verified Providers

Every provider is verified against the national NPI (NPPES) registry before accessing any patient data.

Built-In HIPAA Attestation

HIPAA attestation is part of onboarding for every new provider, before they can send or receive referrals.

Guided Onboarding

A guided product tour and Help Center get new users up to speed fast.

FAQ

Common questions

Everything you need to know about OpenInlet by Echopad.

Get Started

Ready to see Echopad in action?

Book a quick walkthrough and leave with a clear automation plan.

15-minute call, no obligation.