ClinicRelay — AI Operations Infrastructure for Specialty Clinics

The back-office bottleneck

Specialty clinics don't lose patients to bad care. They lose them to dropped tasks.

A voicemail no one called back. A referral that sat for a week without insurance. A prior auth that expired. A critical lab that reached the provider a day late. Every one is a task that needed routing — and a front desk with no time to route it.

Work arrives faster than the front desk can sort it

Calls, faxes, portal messages, referrals and results hit at once. ClinicRelay reads each one, scores its urgency, and drops it into the right queue with an owner — before it becomes a callback nobody made.

The urgent one hides in the pile

A chest-pain call and a parking question look the same in a voicemail box. ClinicRelay surfaces the red flag and escalates it to triage instantly.

Missing info stalls everything

No member ID, no chart notes, no callback number — the task can't move. We flag the gap up front.

Referrals age out

Every referral tracked from received to scheduled, so none stall in limbo.

Handoffs get lost

Shift change shouldn't drop tasks. We draft the SBAR and assign the owner.

Live demo · no signup

Paste a clinic call or referral note. Watch ClinicRelay route it.

Drop in the messy detail — a voicemail, a referral fax, a lab result, a refill request — and get the routing decision, urgency score, missing info, a drafted patient message, a staff handoff, and a follow-up checklist. Runs right here in your browser.

Intake & Routing deterministic engine · on-device engine ready

Call / referral / note detailpaste anything

Note type Specialty Patient

Load a sample

Your routing report appears here

Paste a note or load a sample, then route it. Nothing leaves your browser.

This public demo runs a deterministic routing engine locally for privacy — nothing is uploaded. Inside ClinicRelay, the same engine runs on your live phone, fax, portal and EHR intake. It is operations & triage support, not a diagnostic device and not for emergencies.

The platform

One operations layer for everything that happens between visits

Four engines working the same intake stream — from the first ring to the closed loop.

Intake & Routing

Every call and note, triaged to the right queue in seconds

ClinicRelay reads each incoming call, voicemail, fax, portal message and referral, detects what it is, scores the urgency, and routes it to triage, referrals, prior auth, results, refills or the front desk — with an owner attached.

Urgency scoring
Clinical red flags and time-sensitive signals rolled into a 0–100 score per task — negation-aware, so "denies chest pain" doesn't trip an alarm.
Red-flag escalation
Emergent symptoms and critical lab values jump the queue straight to nurse triage or the on-call provider.
All channels, one board
Phone, voicemail, fax, portal and EHR intake on a single routing board.

Patient Task Queue

Every task scored, owned and tracked to done — refills, results, callbacks, forms. Filter by urgency or type so the team works the five things on fire, not the fifty in the box.

Explore the queue

Referrals & Prior Auth

Track every referral from received to scheduled and every authorization from packet to approval — with insurance, records and CPT/ICD codes checked, and peer-to-peer packets drafted on denial.

Explore referrals

Missing-Info Control

Know exactly what each task needs — member ID, chart notes, callback number, ordering provider — and what's missing before it stalls care, then request it automatically.

Explore missing-info

How it works

From a messy voicemail to a routed, owned task — in three moves

01

Connect or paste

Pipe in phone, voicemail, fax, portal and EHR intake — or just paste a note. ClinicRelay reads the mess and normalizes it.

02

ClinicRelay routes

It detects the type, scores urgency, catches missing info, and routes the task to the right queue and owner — escalating red flags on the spot.

03

Close the loop

The patient message and staff handoff are drafted, the follow-up checklist is set, and every task is tracked to done in your console.

Your operations console

See every queue, every owner, every open loop — from one screen

Front desk, clinical staff and providers working the same live task board — no more sticky notes, no more "I thought you called them back."

Open your console

Who it's for

Tuned to the tasks each specialty actually fights

Same operations layer, tuned to the referrals, authorizations and results your clinic runs on.

Cardiology

Palpitation calls, abnormal EKGs, critical potassium and INR values, device checks and post-stent follow-ups. ClinicRelay escalates the ones that can't wait and routes the rest cleanly.

Critical-value routing — potassium, troponin and INR flags go straight to a provider callback.
Symptom triage — chest pain and shortness-of-breath calls escalated to the triage RN.
Echo & stress-test auth tracked from order to approval.
Post-procedure follow-ups that never slip.

Dermatology

High volume, lots of biopsies and photos, and biologics that live or die on prior auth. ClinicRelay keeps the pathology loop closed and the authorizations moving.

Biopsy result loop — positive pathology escalated; benign results routed to the patient.
Biologic prior auth assembled with the right clinical justification.
Suspicious-lesion recheck tracking so no-shows get rebooked.
Cosmetic vs. medical triage at intake.

Orthopedics

MRIs and surgeries gated by authorization, imaging results to route, and post-op questions that need real triage. ClinicRelay keeps the pipeline from received to scheduled tight.

Imaging prior auth — MRI/CT packets built with CPT, ICD and conservative-care notes.
Peer-to-peer drafted the moment a payer denies.
Post-op triage — surgical-site concerns escalated, routine questions routed.
Referral pipeline from PCP to scheduled surgery consult.

Gastroenterology

Screening and diagnostic scopes, prep instructions, pathology, and a steady stream of PCP referrals. ClinicRelay routes it all and keeps prep and results on schedule.

Colonoscopy referrals triaged screening vs. diagnostic and moved to scheduling.
Prep & pre-procedure questions routed to the right nurse.
Pathology loop closed with the patient and provider.
Anticoagulation holds flagged before the procedure.

From the front desk

Clinic teams stopped triaging by memory and started routing by system

"Our voicemail box used to be a lottery. Now a chest-pain call is escalated to triage before the receptionist even hangs up, and the parking questions go where they belong. It caught two red flags in the first week."

RM

Renee Mathis, RNClinical Lead, Bay Cardiology

"Referrals used to sit for a week because we were missing the insurance. ClinicRelay flags the gap the moment the fax lands and drafts the request. Our received-to-scheduled time dropped by half."

JO

Jamal OwensPractice Manager, Summit Orthopedics

"The prior-auth packets and peer-to-peer drafts alone gave us an afternoon back every day. And the SBAR handoffs at shift change mean nothing gets lost anymore."

SP

Sana PowellOffice Lead, Cedar Dermatology

Questions

What a practice manager asks first

Is ClinicRelay making clinical decisions?

No. ClinicRelay is operations infrastructure — it routes, prioritizes and organizes work, and drafts messages and handoffs for your staff to review. It is not a diagnostic device, it does not practice medicine, and it is never a substitute for clinical judgment or emergency care. Red-flag detection exists to escalate faster to a human, not to replace one.

Do I have to integrate anything to get value?

No. You can paste a call or referral note and get a full routing report in seconds — try it in the demo above. When you're ready to scale, connect your phone/voicemail, fax, patient portal and EHR intake and ClinicRelay routes everything automatically.

How does it decide urgency?

It reads the note for clinical red flags (chest pain, shortness of breath, stroke signs, critical lab values), severity language, and time-sensitive factors (out of medication, denied authorization, upcoming surgery), and it's negation-aware — "denies chest pain" or "no shortness of breath" won't trigger an alarm. Those combine into a 0–100 score that sets the routing and the escalation.

Is it HIPAA-minded with patient data?

Yes. Operational data is encrypted in transit and at rest and never shared. The public demo on this page runs entirely in your browser — nothing is uploaded. Drafted patient messages are written to avoid disclosing specific results over text. Enterprise plans include a BAA, SSO, audit logs and access controls.

Which specialties does it work for?

Any specialty clinic that runs on referrals, authorizations, results and refills — cardiology, dermatology, orthopedics, GI, endocrinology, neurology and more. The engine reads the note and the workflow, not a fixed template, so it adapts to your specialty's vocabulary.

Give the front desk its day back

There's a dropped task in your voicemail box right now.

Find it in the demo, then let ClinicRelay route every call, referral and result after. Free to start — no card, no integration required.

Start free — 50 notes Book a demo