Completed work end-to-end. RevDesk agents handle the calls, texts, scheduling, referrals, and workflows around patient care. Get a documented outcome and a clear handoff whenever your team needs to step in.
From the first request to the next step
A better handoff for everyone
Patients can call or text a familiar number. In an approved coordination pilot, agents do the administrative follow-through and return the next step in the same conversation.
One conversation · clear next step · human help when neededMake services, coverage, capacity, and referral requirements easier to confirm. Receiving teams get context; sending teams can see what is still needed.
Provider fit · prepared handoff · visible statusLet agents handle repeat outreach, qualification, and approved coordination. Staff pick up the cases that need judgment with the history already attached.
Qualified contacts · documented outcomes · accountable handoffsWhat the agents actually do
Choose the work your team needs done. See the starting point, the actions, and the outcome your people receive.
It starts here
An inbound request, a scheduling callback, or an approved recall list needs your team’s attention.
Capture the administrative request and collect only the information the approved workflow needs.
Coordinate scheduling or a callback using the access and rules agreed for your deployment. Send unresolved requests to the right staff member.
Document the reply, appointment or callback status, and remaining action so staff do not have to reconstruct the conversation.
A confirmed next step or an assigned exception, with the conversation ready for your team.
Measure: Requests answered · scheduling outcomes · callbacks completed · outstanding workReferral operations
Match the request to approved services, location, coverage, and capacity. See the handoff and what remains open. Closed-loop follow-through is scoped as a pilot.
Cardiology follow-up
3.2 mi · capacity this week
Tuesday · 2:30 PM
Which practices fit? What do they need? Who can accept?
Was it accepted? Has the patient heard back? Who owns the next action?
Give staff the missing requirement and conversation history to move it forward.
Patient coordination · Invite-only pilot
With permission, agents call the insurer and approved practices, confirm administrative requirements and availability, and bring the findings back. The patient stays in the same conversation. No app to download.
I need a cardiologist who takes my plan and can see me this month.
Provider details and scheduling instructions were sent in the patient’s original text thread.
In-network status and referral requirements confirmed with member services.
Two approved cardiology practices can see the patient this month.
Provider details and scheduling instructions returned by text.
Administrative coordination only.Network criteria, provider acceptance, and clinical decisions remain with people.
An illustrative workflow, not a promised completion time. Findings are documented; clinical questions and unresolved details go to staff.
Provider outreach, already at work
RevDesk worked provider lists end to end, finding, qualifying, and booking onboarding conversations for Somo Cares.
See the Somo customer storywarm provider leads
One-week campaignMeasure the work that matters
Two ways to start
Provider organizations · practice groups · care programs
Start with the specialties, service areas, and qualification criteria that matter to your organization. Get interested practices and booked onboarding conversations back to your team.
Plan provider outreachPatient access · referral coordination · care operations
Choose a referral, access, or scheduling workflow. Agree the permitted actions, systems, and escalation path, then measure whether patients and staff receive a useful next step.
Scope a coordination workflowAudience, owner, approved actions, and the result that counts.
Channels, system access, permissions, and the human handoff.
Completed work, unresolved cases, and what to improve next.
Built around your organization
RevDesk powers approved administrative work within your operating model. Your organization decides who participates, where referrals can go, and when a person takes over. Healthcare controls and covered workflows are agreed before launch.
Review security and deployment controlsYour organization owns its relationships and approved destinations.
Patients authorize the work; practices control acceptance.
People make clinical decisions and handle exceptions.
The EHR remains the clinical system of record.