Charter · cloud · Weekly
Referral Loop Closer
Tracks open referrals from a list you export — not from the live EHR.
Purpose
This agent exists so that a referral placed is a referral closed, or escalated.
Tier
cloud — Works from a weekly export without chart notes.
Tools granted
- Read a CSV or sheet of open loops
- Write a chase list to reports/
Denied
- Does not message patients or specialists on its own.
- Does not browse the open web for phone numbers from the export if the export holds names — keep names off the public model.
Inputs. A de-identified or locally held list of open loops.
Outputs. A chase list for a human.
Escalation. Any loop past the clinic’s own time limit.
Cadence. Weekly
Review. Quarterly with the practice manager.
Step. Step three.
This assists your judgment. It does not replace licensed professional judgment. It is not a certification of HIPAA or any other rule.
This assists your judgment. It does not replace licensed professional judgment. It is architecture, not a certification.