Referral · fax in · 8:02 AM
Maya Chen
DOB 04/12/1988 · referred by Dr. Patel
ReasonSleep study consult
/// For specialty clinics
Every referral, worked — by text, in minutes.
Ledger reads referrals, texts patients, and books visits — stopping captured demand from dying on the phone.
New
Texting the patient · 8:05 AM
Hi Maya — Dr. Patel referred you to us. Reply YES to set up by text.
YES
Great — what days/times work best for you?
Today · activity feed
8:05Texted Maya Chen
8:19Replied — shared preferences
8:31
Booked ✓ · Consult · Dr. Patel
Confirmed · reminders set
Booked value$485
Referrals don't wait on hold
01
Unanswered outreach
Patients don't pick up calls from a number they don't know.
02
The callback nobody catches
They call back — but the office is closed or slammed, and it rings out.
03
Demand archived early
Two calls, then the file is closed — while patients still reply weeks later.
How it works
Reads it, texts them, books it, reports back
Each step shows Today — the same screen your front desk lives in. Ledger handles the chase; your team steps in only when judgment is required.
Tap a stage · or watch the loop
Step 1
Reads the referral
Vision-AI pulls patient, DOB, referring doctor, and reason from any fax format.
Ledger · Today
Today
Maya R. · referral read
Needs you
Nothing needs you right now.
Activity
Maya R. · referral read
Pulmonology consult · DOB, doctor, reason captured from the fax
Automation that knows when to stop
Opening texts go out from a playbook you approve. Anything clinical, insurance, or off-script surfaces in Needs you — your team books, it never chases.
- Approve or edit drafts before they go out when you want a closer look
- Hand work back to the agent after you answer once
- Never lose the thread in a personal text chain
Needs you
1 waitingPriya Shah · referred consult
“Will my insurance cover the sleep study if Dr. Kim ordered it?”
Awaiting staff reply · agent paused
See Ledger on your referrals
Walk a real referral through Ledger with your team — fax in, texted, booked, reported back — in under thirty minutes.