Every referral, in the right hands —
before it ages out.

CxTriage is AI-powered clinical referral triage. It ingests inbound referrals from any channel, prioritizes them against your published clinical criteria, and routes them to the right specialist who actually has capacity — with every decision audit-trailed and every accuracy metric customer-specific.

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Human-in-the-loop HIPAA Ready Epic / FHIR R4 Customer-trained AI
app.cxtriage.ai / triage-coordinator / queue
Mayo Cardiology / Inbound Queue · Today
LIVE
Route
42 referrals triaged this morning
Thu, May 7, 2026 · 09:48 · 6 awaiting review · SLA 4h
Urgent < 24h
7
+2 since 08:00
Routine < 14d
23
on pace
Elective
12
capacity available
URGENT · CRIT-A · Review Required
Pt #C-4782 — chest pain + ECG flag · Dr. Patel has slot 11:30
View
Auto-routed · Specialist matched
Criteria + capacity + sub-specialty
AI · HITL
INBOUND CRITERIA SPECIALIST Fax · ECG flag EHR · Dx I20.0 Direct · PCP note CRIT-A · URGENT match 0.94 EF < 35 · ACS rule-in RP Dr. Patel Slot 11:30 ✓
URGENT Pt #C-4782 routed to Dr. Patel
CRIT-A match 0.94 · coordinator confirmed
09:46
Notify 14 referrals scheduled
Patient SMS · PCP fax-back · specialist Inbasket
09:42
Audit Decision chain logged
42 referrals · 97.3% criteria match · export ready
09:30
Auto-routed
Pt → specialist · 8s
Time-to-first-touch
3.2 days → 4 hours
Why specialty groups choose CxTriage
~30%
referrals leak before first visit
14d+
average time-to-first-touch
42%
misrouted to wrong sub-specialty
< 4h
CxTriage SLA, urgent → routed
What CxTriage does

Three operational promises, every inbound referral.

CxTriage is not another inbox tool or a generic LLM. It’s the clinical decision layer that sits between your referral channels and your specialist schedules — tuned to your institution’s published criteria, not a vendor’s.

No referral falls through

Every fax, EHR Inbasket, Direct message, and portal submission is captured as a structured event. Nothing waits in a queue because nobody saw it — and nothing routes to a doctor on PTO or a clinic at capacity.

Your criteria, your model

Specialty-specific Clinical Prioritization Criteria are admin-editable — no vendor code change, no shared model. Mayo means Mayo’s definition. Accuracy metrics are reported per customer, against your gold-standard.

Audit-trailed by default

Every priority assignment, every routing decision, every coordinator override is timestamped and explainable. When peer review or compliance asks “why did this go to Dr. X?”, the answer is one click — not a re-construction.

How it works

From inbound document to scheduled visit.

Four steps, one data path. Every channel produces the same ReferralEvent — every downstream step consumes it the same way, with a human in the loop where it matters.

1
Ingest
Every channel, one event

Inbound from fax (OCR), Epic Inbasket, Direct, portal, and PCP referral letters — normalized into a single structured ReferralEvent with provenance preserved.

2
Prioritize
Against your criteria

The model scores each referral against your Clinical Prioritization Criteria — CRIT-A urgent, CRIT-B routine, CRIT-C elective — with confidence and the clinical rationale shown.

3
Route
To capacity, not just to a name

Match against sub-specialty, panel scope, schedule openings, geography, and language. The specialist who can actually see the patient — not the next on the list.

4
Evidence
Audit chain & outcomes

Every decision logged with feature inputs and override reasons. Time-to-first-touch, leakage rate, and criteria-match accuracy reported back per specialty, weekly.

What clinical referral triage is

The anatomy of one triaged referral.

Triage isn’t a queue. It’s the clinical decision layer that turns every inbound document into a routed visit. Here’s exactly what CxTriage does to a single referral — from the moment it lands to the moment a specialist holds the slot.

1 2 5 3 4 6 7 8 9
Referral · Triaged LIVE
REF-C-4782 URGENT
Source
Epic Inbasket · 09:42:14
Patient
Ahmed Al-Karim · 67M · MRN 4-718-002
Clinical
I20.0 · EF 28% · ECG flagged
Criteria Match
CRIT-A urgent — EF<35 + ACS rule-in
AI Score
CRIT-A · 0.94 confidence
Specialist
Dr. R. Patel · Cardiology
Slot
Today · 11:30 · held ✓
Audit Hash
a4f9 · b212 · 3c2e
Outcome
Time-to-touch: 8s · no leakage
Inbound Channels1
Captured from Epic Inbasket; normalized from fax (OCR), Direct, or portal — original document preserved.
Patient Intake2
MRN verified, demographics + insurance pulled from FHIR. No re-keying, no duplicate records.
Criteria Engine3
Your published rules (EF<35 + ACS rule-in) matched. Admin-editable, versioned — no vendor code change.
Specialist Routing6
Sub-specialty, panel scope, geography, language — Dr. Patel matched, not the next on a list.
Audit & Compliance8
Decision chain, override reasons, model inputs logged with hash. 7-yr retention, peer-review export ready.
5EHR Integration
FHIR R4 pulls observations, ICD codes, prior encounters in real time — Epic, Cerner, Athena, Meditech.
4AI Prioritization
CRIT-A · 0.94 confidence. Customer-trained model, rationale visible — not a black box.
7Capacity Sync
Schedule + panel sync continuous. Slot held in real time; routing reflects who can actually see the patient now.
9Analytics & Reports
Time-to-touch · leakage · SLA reported per specialty, per release — against your gold-standard.
Outcomes we commit to

Measurable results, in ninety days.

CxTriage is accountable to operational outcomes — not feature counts. Every metric below is a target we sign on to with design partners during the paid pilot.

<4h
Urgent SLA
Inbound → routed

From the moment a referral lands to the specialist holding it — measured per release, reported per coordinator and per channel.

−60%
Leakage
Referrals that never visit

Patients who don’t disappear between PCP and first visit. Captured, tracked, and reconciled with the originating provider weekly.

−40%
Coordinator load
Manual triage hours

Coordinators stop reading every fax. They review the model’s call, override when warranted, and spend their hours on the hard cases.

97%+
Criteria match
Against gold-standard

Accuracy measured against your specialists’ own retrospective triage decisions — not a vendor benchmark. Reported per specialty, every release.

Frequently asked

The questions specialty leaders actually ask.

Pulled from design-partner conversations with referral coordinators, service-line directors, CMIOs, and compliance officers. If yours isn’t here, the team will answer it on a 30-minute call.

Q1 Is CxTriage a generic LLM, or a model trained on our institution?

Both, in layers. The base understanding (clinical language, ICD/CPT, document parsing) is shared. The decision layer — your Clinical Prioritization Criteria, your sub-specialty boundaries, your routing rules — is customer-specific and admin-editable.

“Mayo means Mayo’s definition.” Accuracy metrics are reported per customer against your specialists’ own retrospective decisions, not a vendor benchmark.

Q2 Does CxTriage replace our referral coordinators?

No. CxTriage is human-in-the-loop by design. The model proposes a priority and a routing decision — coordinators review, override, or confirm. Overrides feed back into the model’s calibration.

What changes: coordinators stop reading every fax line-by-line. They review the model’s call (with rationale shown), and spend their hours on the hard cases — ambiguous criteria, capacity conflicts, patient communication.

Q3 What channels can it ingest referrals from?

Inbound fax (with OCR + LLM document understanding), Epic Inbasket and equivalent EHR queues, Direct messages, provider portal submissions, and PCP referral letters. Each is normalized into the same ReferralEvent with original-document provenance preserved.

Outbound: patient SMS, PCP fax-back, specialist Inbasket, and a coordinator dashboard for review.

Q4 How does it integrate with Epic and our scheduling system?

Via FHIR R4 for clinical data (patient, conditions, observations, encounters) and Epic’s standard interfaces for Inbasket and MyChart messaging. Cerner, Athena, and Meditech connectors are first-class — not afterthoughts.

Schedule and panel data sync continuously, so routing always reflects who actually has capacity — not who was on the list yesterday.

Q5 How is accuracy measured, and what happens when the model is wrong?

Accuracy = agreement with your specialists’ retrospective triage decisions on a held-out gold-standard set, refreshed quarterly. Reported per specialty, per release — not in aggregate, not as a single brochure number.

When the model is wrong, the coordinator’s override is logged with reason. Recurring miss patterns trigger a criteria-review session — sometimes the model needs retraining, sometimes the criteria need clarifying.

Q6 What about HIPAA, audit, and peer review?

HIPAA BAA is included on every plan. SOC 2 Type II controls. Every priority assignment, routing decision, model input, and human override is timestamped and explainable — the audit chain is the system, not a report exported from it.

When peer review or compliance asks “why did this referral go to Dr. X?”, the answer is one click: criteria matched, confidence, alternatives considered, capacity check, coordinator action.

Q7 How long does deployment take?

Design-partner pilots: one specialty, live in 30 days; full referral-to-visit chain demonstrated in four months. That’s the contract, not the marketing.

Full health-system rollout (multi-specialty, EHR-integrated) typically lands in 4–6 months, gated by your criteria-review cadence and EHR change-control windows — not by us.

Q8 How is CxTriage different from our EHR's built-in referral inbox?

The EHR inbox is a queue. CxTriage is a decision layer. The inbox shows you what arrived; CxTriage tells you which referrals need a specialist now, which sub-specialist they should reach, and whether that specialist has capacity to take them.

It sits on top of the inbox — it doesn’t replace it. Coordinators keep working in Epic. The triage logic, criteria editor, and audit trail live in CxTriage.

Have a question that isn’t here? Email the team → or book a 30-minute scoping call.

Is your service line drowning in inbound referrals?

The design partner program is open through 2026 Q3. First customers commit to a paid pilot in 30 days — one specialty live, full referral-to-visit chain demonstrated, in four months.

Book a Demo Email the team