Stop losing referrals to broken workflows
Fax delays, missing documents, and manual follow-up cost health systems millions in lost revenue and patient leakage. IIS will help unify your referral stack so every referral arrives complete, tracked, structured, and actionable.

Where referrals break down
Referrals teams face a cascade of friction points that inflate leakage, delay care, and create compliance risks.
Incomplete inbound faxes
Missing auth forms, insurance cards, and clinical notes force staff to repeat outreach, adding 24–72 hours of delay per referral.
No closed-loop tracking
Referrals sent via fax or phone disappear into a black box. No confirmation, no status, no visibility until a patient calls to complain.
Phone tag & scheduling friction
Patients miss calls, leave voicemails, and fall through the cracks. Same-day scheduling windows close before staff can reach them.
Siloed vendor systems
Fax, messaging, scheduling, and clinical data live in separate platforms with no integration manual re-entry at every step.
Patient leakage
Without proactive outreach, 20–30% of referred patients never complete their appointment and often end up at a competing facility.
Highlights
- 62% of referrals have incomplete information
- 3.2x faster with automation
- The average missed referral costs your organization $900
- The average referral loop costs 48 hours
One seamless referral workflow. Only the solutions as you need.
IIS integrates our best-in-class vendor partners to handle every leg of the referral journey, from inbound document receipt to patient scheduling confirmation. Most referral breakdowns don’t happen because of a single failure, they happen because disconnected systems create invisible handoff gaps where documents go unconfirmed, authorizations stall, and patients fall through the cracks before anyone realizes a referral was ever received. Our integrated partner ecosystem was built specifically to close those gaps, connecting the fax layer, the authorization layer, the provider network layer, and the patient communication layer into one cohesive workflow.
The outcome is a referral process that is auditable end-to-end, scalable across service lines, and measurably faster at every stage. From the moment a referral lands, it is tracked, enriched with clinical and insurance data, matched to an available in-network provider, and followed by an automated patient outreach sequence, all without manual re-entry or cross-system coordination by your staff. That means fewer leakage points, faster time-to-appointment, and a referral infrastructure that grows with your organization rather than against it.
- End-to-end encrypted fax replacing legacy analog lines
- Delivery receipts & read confirmation per document
- Intelligent inbound routing by referral type or provider
- API integration with EHR for automatic document attachment
- Audit trails for HIPAA compliance documentation
Cloud Fax & Secure Document Exchange
- Automated SMS/email nudges after referral is received
- 2-way texting for appointment scheduling confirmation
- Missed appointment re-engagement campaigns
- Online scheduling link delivered via text to reduce no-shows
- HIPAA-compliant patient messaging with opt-out management
Patient Communication & Scheduling
Enterprise Interoperability

Document communications that work
Streamline your referral stack
With over 30 years of experience, Instant Info Systems has perfected enterprise consolidation for referral systems, helping organizations streamline their operations and stop leakage. By unifying organizational solutions across multiple locations, we are able to significantly reduce waste, freeing up valuable resources that can be redirected towards whatever you feel is more important than tracking down lost referrals. As a result, your organization can achieve a leaner, more agile environment that supports your broader business objectives.
Schedule CallHoly Hell. Thanks so much!
Thank you sooooooo much for your help on this one. I think we all learned a lot….
We'll definitely use IIS again
“Not sure who to report this success out to but wanted to recognize Ricardo’s hard work from this weekend. Ricardo worked from 5pm to 3am on Saturday/Sunday to ensure our go live this am was a success…and it was! We couldn’t have done it without him.
We’ll definitely use IIS again.”
Learn more about modern referral stacks
Incorporating Vyne’s Trace solution empowers healthcare organizations to track every interaction with the support of...
Make your organization’s processes smarter, faster, and more reliable with the combined expertise of IIS...
Hyland’s Content Innovation Cloud (CIC) brings the power of AI to content and process management,...
