Streamline your referral management with the referral IQ suite by pac-IQ. Our platform features customizable and scalable functions, like:

Secure, HIPAA-compliant chat application for streamlined communication

referral IQ’s chat module enables real-time, secure communication between team members about patient referrals, without the need for separate platforms or non-compliant messaging methods.

Centralized patient-focused discussion

By tethering chat discussions to specific referrals, referral IQ’s chat module helps you centralize and organize patient-focused discussions, improving collaboration and efficiency.

Avoid costly fines and penalties

With non-compliant email and standard SMS phone texting posing risks of significant fines and penalties, referral IQ’s chat module provides a safe, compliant alternative that ensures data privacy and security.

Scalable and customizable

Our chat module is scalable and customizable to fit the unique needs of each organization, helping to improve collaboration and communication throughout the patient referral process.


compliant chat messages sent through our module

Streamline Your Referral Management with Comprehensive CRM

referral IQ’s CRM is more than just a customer relationship management tool, but we have that too! Our platform serves as a central hub for workflow and documentation management, bringing together all of your team members, both on-site, working from home, and in the field. This ensures that the most important players are involved every step of the way, making your referral management process more efficient and effective than ever before.

Scalable and Cost-Effective

Our platform offers unlimited users at no extra cost, allowing you to bring as many team members to the table as you’d like. With referral IQ’s mobile app, you can stay connected and productive on the go. Plus, as the hub of the referral IQ suite, our platform ties together multiple applications and data relays to create a single point of reference for referral management and workflow.

Save Time and Increase Insights

With our CRM, you can save time, increase insights, deliver actionable tasks, and reduce manual data entry. referral IQ’s advanced tools and features help you stay on top of every aspect of the referral process, from initial intake to final placement, empowering you to make better decisions and deliver better outcomes for your patients.

Simplify Your Workflow

Our platform acts as a central repository for all referral-related documentation, streamlining your workflow and making it easy to manage and access all relevant information. With a user-friendly interface and powerful search capabilities, referral IQ’s CRM helps you stay organized and efficient, no matter how complex your referral process may be.


referrals processed yearly

Streamline Your Document Management with Advanced Tools

referral IQ’s document manager is designed to help you manage documents across the spectrum of needs, from referral packets and insurance documents to background checks and more. With powerful tools and insights, you can easily organize, search, and access the documents you need, when you need them.

Leverage Advanced AI Insights for Better Decision-Making

Our document manager allows you to interact with files processed through referral IQ’s Clinical Record Scrubber, providing additional AI insights and awareness. This ensures that no red flag is missed, even if it’s buried on page 300 of a 400-page chart. Find the most important information to help determine patient navigation and placement. With advanced search and analysis features, you can quickly identify key data points and make informed decisions that benefit your patients and your organization.


referral documents processed yearly

Real-Time Background Checks for Rapid Risk Assessment

referral IQ’s software performs background checks in real time, allowing you to quickly assess potential risks and make informed decisions. With powerful tools and insights at your fingertips, you can ensure that your patients receive the care they need in a safe and secure environment.


referral events per year


increase in referral volume

Streamline Your Referral Process with Advanced Eligibility Verification

referral IQ’s insurance eligibility software is designed to streamline your referral process by embedding eligibility verification directly into the application. With seamless integration and consistency, you can ensure compliance and deliver better patient outcomes.

Enhance Your Transparency with Insurance Status Tools

referral IQ’s software brings transparency to the insurance status of each referral by determining active plans, copays, skilled days remaining, and more.

Partner with Industry Leaders for the Best Payor Insights

referral IQ’s software features integration with leading payor insights partners, giving you access to the best insights and data in the industry. With these powerful tools at your fingertips, you can make better decisions and deliver better outcomes for your patients.

Boost Your Productivity and Efficiency with Advanced Insurance Verification

referral IQ’s software helps you boost your productivity and efficiency by automating key tasks and streamlining your processes. From eligibility verification to reporting and insights, referral IQ’s software provides you with the tools you need to optimize your workflow and achieve your goals.


denials overturned then accepted per year


denials overturned then admitted per year

Optimize Your Workflow with Advanced Software

referral IQ’s clinical workflow software is designed to help you achieve maximum efficiency and productivity. By streamlining your processes and automating key tasks, you can reduce administrative burden and free up your team to focus on delivering high-quality care.

Streamline Work Delivery for Improved Outcomes

referral IQ’s software enables you to deliver work to those who need it, when they need it. With advanced tracking and delivery features, you can ensure that tasks are completed in a timely and efficient manner, boosting productivity and enhancing patient outcomes.

Promote Consistency and Accountability Across Your Team

referral IQ’s software drives consistency and accountability across various team members, disciplines, and locations. This ensures that referrals are addressed quickly and consistently, and that team members are focused where their skills are most needed. By avoiding miscommunication and promoting collaboration, our software can help you achieve better outcomes for your patients.

Increase Your Productivity with Advanced Workflow Tools

referral IQ’s clinical workflow software features advanced tools that can help you increase your productivity and streamline your processes. From customizable workflows to automated task tracking and reporting, our software provides you with the tools you need to optimize your workflow and achieve your goals.


labor hours offset per year


decrease in initial referral response time

Revolutionize Patient Navigation and Admission

referral IQ’s patient navigation and admission software is designed to transform the way patients are placed into care settings. We ensure that patients are placed into the right place at the right time, streamlining the process of getting them the care they need.

AI-Driven Recommendations for Optimal Care Settings

referral IQ’s software features an advanced AI engine that evaluates patients for appropriate placement and provides recommendations on the best care settings within your organization. Respecting patient choice, referrals will only be transitioned to sites confirmed for authorized access, ensuring that patients are always in control of their care journey.

Enhance Patient Outcomes with Streamlined Navigation

Our software is designed to enhance patient outcomes by simplifying the navigation and admission process. From initial assessments to placement recommendations and beyond, referral IQ’s tool streamlines every step of the patient journey, ensuring that patients receive the care they need as efficiently as possible.

Reduce Administrative Burden with Automated Referral Processing

referral IQ’s software automates the referral processing, reducing the administrative burden on your team and allowing them to focus on providing quality care. With automated referrals, you can ensure that patients are placed in the appropriate care setting quickly and easily, without the need for manual processing.


increase in admissions

Streamline Your Admission Evaluation Process

With referral IQ’s clinical calculator software, you can easily evaluate the financial impact of admitting a patient to your facility and organization. From staffing and physical plants to equipment and more, referral IQ’s tool enables you to gain a comprehensive understanding of the costs associated with each admission.

Optimize Your Financial Planning

referral IQ’s clinical calculator empowers you to make data-driven decisions that can positively impact your bottom line. By providing detailed insights into the financial implications of admitting a patient, you can optimize your financial planning and ensure that your resources are being used effectively.

Gain a Holistic View of Admission Costs

referral IQ’s software enables you to take a holistic approach to evaluating the financial impact of an admission. From staffing levels to equipment needs and beyond, our tool allows you to consider all of the factors that can affect the cost of care. With this comprehensive view, you can make more informed decisions and optimize your financial outcomes.

Streamline Your Clinical Record Processing

With referral IQ’s software, you can easily bring any patient record into the process. Whether you choose to use one of our automated APIs or upload directly into the system, referral IQ’s OCR engine will enhance the quality of the file and enable accurate text recognition. Once the file is processed, the machine-encoded text search and analysis functionality kicks in, storing the information in a searchable database for further processing.

Boost Efficiency with Intelligent Text Analysis

Our advanced algorithms leverage natural language processing to enable sophisticated searches of the database, allowing you to identify specific terms and phrases based on your organization and facility profile. This ensures that the correct portions of the file content are tagged for further analysis, boosting your efficiency and enhancing your ability to make informed decisions.

Enhance Your Workflow with Intuitive UI/UX

referral IQ’s software boasts a user-friendly interface that is optimized for maximum usability. The system automatically highlights selected terms within the document, generating a visual output that is easy for all users to review quickly. These categories are automatically measured against facility capabilities, further enhancing the placement process and streamlining your workflow.


clinical questions answered


key words searched

  • Seamless integration with fax services allows for automatic processing of faxed referrals directly into the referral IQ platform, streamlining the referral process and saving valuable time for team members.
  • Eliminate the need for manual processing of faxes, reducing the risk of errors and delays in the referral process.
  • Reduce costs associated with paper and toner by going paperless with referral IQ’s fax capabilities, promoting eco-friendliness and sustainability.
  • Enjoy the convenience and reliability of fax while leveraging the efficiency and productivity of our modern referral management platform.
  • Save thousands of dollars on paper and toner every year.
  • Introducing the mobile version of our cutting-edge healthcare referral management software, designed to enhance your team’s productivity while on the go. With referral IQ’s mobile application, you can now effortlessly access referral summaries, attachments, insurance information, and more right from your smartphone, allowing you to make informed decisions and stay on top of your referral pipeline at all times.
  • Stay in touch with your team and have seamless communication about referrals and pending admissions with our HIPAA-compliant messaging feature, enabling you to collaborate with your team members in a secure and efficient manner. Moreover, you can accept or decline referrals with just a tap of your screen, providing you with the flexibility and convenience to manage your referrals from anywhere, at any time. With our mobile app, managing your referral workflow has never been easier!

Coming soon to your favorite app store

  • referral IQ’s healthcare referral management application is designed to meet your unique needs with customized APIs and integrations. By tailoring our solutions to your requirements, we ensure seamless integration with your existing systems, saving you time and effort in managing your referral pipeline.
  • We strive to provide you with the most direct and efficient integrations possible. However, where APIs are limited, referral IQ utilize cutting-edge custom-built RPA solutions to ensure that you are able to manage your referral workflow with minimal disruption to your existing systems.
  • referral IQ’s application integrates seamlessly with various CMS data, insurance systems, background check databases, and other platforms to enable you to take immediate action on your referrals. From managing referral records to evaluating and processing referrals, our integrations streamline the entire process, ensuring that you have the tools you need to optimize your workflow and drive success.
  • referral IQ helps you stay informed and ahead of the game by accessing the same valuable CMS data about your facility that the market sees, all at your fingertips.
  • With free access to the latest skilled nursing facility scorecards directly from CMS, you can easily track star ratings, citations, penalties, ownership, inspection outcomes, staffing ratios, and more.
  • Make informed decisions and stay competitive by comparing your facility’s performance against peers in your county, state, and across the nation. Choose from a vast selection of nursing homes to benchmark your facility against.