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Jump To   Indications  ·  Intervention  ·  Communication Modes  ·  Messages  ·  Alerts

Intervention Details


EpxReferral is a multi-purpose appointment check up and referral suite. It can help patient schedule health appointments that they need by connecting them to the provider offices via phone call, send appointment reminders, and gather attendance status afterwards.

  • Patients who are recently discharged and have the needs to follow up with downstream primary care providers.
  • Patients with needs for eye exams, mammogram, or other wellness exams.
  • Patients with any general appointment reminder needs.

Communication Modes

There are 3 stages of the intervention

  1. Inquiry: used for eye exams, mammograms, or other wellness exams to determine whether the patient has had such appointment in certain previous timeframe.
  2. Scheduling: if the appointment/visit is not set, patient will be prompted to connect with the list of providers you set to get an appointment.
  3. Reminder: when an appointment is set, the intervention will send out reminders as well as follow up afterwards for the attendance status.
Discharge Referral
  • Dr. Smith would like to help you schedule an appointment for your health by November 12th. Reply 1 to schedule for Palm Clinic at 10th St, 2 to schedule for Little Rock Clinic at Mission Ave.
  • OK. You will be receiving a phone call to schedule an appointment with Palm Clinic at 3142363128 in the next minute or so.
Eye Exam Referral
  • It's a good idea to have a diabetic eye exam yearly, to check for problems. During this exam, they put drops in your eyes to dilate them. (1/2)
  • Have you had an eye exam like this in the past year? Please reply yes or no (2/2)
Appointment Reminder
  • Your appointment with Palm Clinic is tomorrow. If you cannot make the appointment for any reason, please reply 1.
  • Is there a reason you can't make it? Reply 1 for transportation issues, 2 for child care, 3 for work conflicts, 4 for canceled, or 5 for other reasons.

This intervention does not have any triggers for alerts.


Patients will be directed to call 911 if they are experiencing an emergency. You may designate a care provider to be acutely notified in the event of a defined critical value.

Intervention Team