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Alma Health AI
Referral Review

Closed-loop healthcare AI for value-based primary care.

Six modules for value-based primary care — including our Referral Review Engine, which reduces total referrals 40%+, appropriately.

Each module adds value on its own. Adopt one for immediate impact or all six for closed-loop accountability — across your tech stack or Alma's full platform.

EHR integration eClinicalWorks athenahealth NextGen Allscripts Greenway Veradigm Epic Cerner / Oracle Health Meditech
Drop-in integration for ambulatory EHRs. Hospital-grade EHRs via partner connectors where in place.
The Problem

Primary care is drowning in inappropriate referrals.

Memory-based specialist routing eats coordinator and clinician time. The work scales linearly with volume — there is no leverage. Conditions that should be PCP-managed are routinely sent out. Defensibility is anecdotal. Audit trails are thin.

01

15–25 minutes per referral

Time spent looking up specialist preferences, deciding pathways, and writing justifications. Multiplied by every referral, every PCP, every day.

02

~30–40% avoidable

Industry-reported share of specialty referrals that are PCP-manageable. Uncomplicated HTN, well-controlled DM, benign skin lesions sent out unnecessarily.

03

$1,200 per inappropriate referral

Direct: specialist visit, downstream imaging, repeated workup. Indirect: patient delay, narrative friction, network leakage.

How it works

Two inputs. A guideline-concordant recommendation. Under ten seconds.

01
Coordinator enters two fields
Specialty requested. Indication or chief complaint. Free text — the engine handles 2,250+ aliases, abbreviations, and misspellings.
02
Engine evaluates against 400+ conditions
Guideline-concordant logic across 40 specialty matrices. 39 hardcoded safety escalations fire before any other rule and cannot be bypassed.
03
Recommendation returns with citation
Specialist-required, PCP-LED management, escalate, or conditional. Cited guideline source. Engine version. Timestamped audit record.
04
Clinician reviews and decides
PCP retains override authority on every non-safety decision. The engine recommends. The clinician decides. Every override is logged with a documented reason.
The Evidence

Measured operationally. Confirmed by data.

Validated production data shows a sustained reduction in total specialist referrals, appropriately, across multiple production deployments.

See the methodology →
Total referrals reduced, appropriately
40%+
Clinician concordance
88%+
Clinical conditions covered
400+
Specialty matrices
40
Hardcoded safety escalations
39
When integrated with your preferred network

Two metrics, one engine.

Optional preferred-network integration. When configured, the engine reports appropriate-referral rate alongside out-of-network leakage rate — both as bundled metrics for plan dashboards and ACO reporting.

METRIC 01

Appropriate-referral rate

Share of referrals routed in concordance with cited clinical guidelines. The directional operating signal that the engine is doing the work it was designed to do.

METRIC 02

Out-of-network leakage rate

Share of referrals routed outside your preferred-network configuration. The engine respects in-network preferences while preserving guideline concordance — and reports the gap when one occurs.

Who it's for

Three use cases. One engine.

Medicare Advantage Plans

Audit-tagged recommendations on every referral

Cost avoidance through inappropriate-referral prevention, with an immutable record of guideline source, engine version, and timestamp on every recommendation.

For MA plans
ACOs & Risk-Bearing Groups

PCP-LED routing where the guidelines support it

Aligns with CMS innovation models that reward primary-care-managed pathways, defensible referral patterns, and equity-aware operations.

For ACOs
Primary Care Groups

Workflow leverage your team will actually use

Compresses referral routing to under two minutes. Two-input simplicity. Drop-in for eClinicalWorks, Athena, NextGen workflows.

For providers
The Platform

Referral Review is one of six modules.

A complete platform for healthcare plans and risk-bearing provider groups under value-based contracts: front-door triage through downstream analytics. Each module addresses a distinct operational layer — deployable independently or as an integrated stack.

01
Enrollment
Front-door patient triage with structured intake and risk stratification.
02
One-Click
AI-assisted clinical documentation with Diagnostic Accuracy & Completeness
03
Patient Engagement
Auto-triggered post-visit SMS, multilingual Q&A, risk scoring
04
Referral Review
Guideline-concordant referral decision support with audit records
05
Care Management
Operational hub with TCM/CCM auto-enrollment and billing capture
06
Analytics / HCC
Downstream measurement across patient acquisition, financial performance, utilization, coding accuracy, risk adjustment, and network management.
Explore the platform →
Common Questions

Common questions.

Does the AI override clinician judgment?

No. The Referral Review engine is decision support, not autonomous decisioning. Clinician override authority is preserved on every non-safety decision. The 39 hardcoded patient-safety escalations cannot be bypassed by any user — that boundary protects the patient, not Alma.

How is the 40%+ figure measured?

Validated production measurement across multiple production deployments. The reduction is observed against pre-deployment routing patterns and active operations. Methodology — referrals per thousand measured before and after deployment, with PCP-LED routing rate tracked in production — is documented. Cohort definitions, comparator structure, and validator credentials are available on request under NDA.

What integrations are supported?

Drop-in for eClinicalWorks, Athena, and NextGen referral workflows. Output maps to standard referral status fields (Pending / Approved / Routed-to-PCP / Hold). FHIR R4 interoperability is a design principle. Epic and Cerner via partner connectors where in place.

What does a pilot look like?

Thirty days. Joint scoping of success criteria up front — typically: ≥30% reduction in total referrals, appropriately, override rate < 15%, zero missed safety escalations, ≥99% engine uptime. We bring clinical configuration support and full EHR integration — our team handles the technical lift end-to-end. The platform can also operate as a standalone service: ingest referral indication and specialty data in bulk, produce reports and routing recommendations, and deliver them to any person or department the client designates.

How is patient data handled?

HIPAA-aligned design. SOC 2 Type II–attested infrastructure (Supabase, Vercel). Append-only audit logs. Field-level diff tracking via Postgres triggers. Role-based access. No SSN capture. The engine generates an immutable recommendation record with engine version, guideline version, and timestamp on every call.

See it on your own data.

A 30-minute working session on a sample of your referrals. We'll model your specific time and dollar savings — for context, a 10,000-patient panel sees modeled annual cost avoidance of $5.76–7.14M and recovers approximately 4,500 coordinator-hours.

Request a demo →