A clear path from the referring office to the right team.
Referring physicians and their staff need to reach someone who understands the request and knows where it belongs. CDAS supports dedicated provider lines with careful documentation and routing based on your organization's SOPs.

Referring offices remember who picks up.
Every referral relationship is built — or worn down — on the phone. Provider calls need speed, accuracy, and a clean handoff.
Provider calls in the patient queue
Referring offices wait behind patient calls and give up — or refer elsewhere.
Requests that bounce around
Records, scheduling, and clinical questions land with whoever answers first.
Handoffs with no paper trail
Nobody can see what was asked, who owns it, or when it was closed.
What provider lines cover.
Dedicated access for referring and treating providers, with documented handoffs and escalation that follows your approved SOPs.
- Dedicated lines for referring and treating providers
- Route scheduling, referral, and records requests
- Identify escalation triggers specified in your SOPs
- Document the handoff and follow-up requirements
- Backup routing when the first recipient cannot be reached
Clinical concerns are routed to your designated clinical team using triggers defined in your SOPs.
Clear responsibilities. Accountable support.
Every step follows workflows we define with your team during implementation.
Receive
Provider calls reach a dedicated, trained team.
Classify
Scheduling, referral, records, or a clinical concern.
Route
To the right destination using your approved pathways.
Close the loop
Handoff and follow-up requirements documented.
Boundaries that build trust.
What we do is clearly defined — and so is what we don't.
Clinical responsibility stays with your team
Our agents follow your SOPs for gathering information, identifying defined escalation triggers, and routing concerns. Clinical assessment and treatment decisions remain with your licensed clinicians.
Implementation
Before launch, we agree on contact pathways, escalation priorities, documentation requirements, acknowledgment expectations, and backup procedures when the first recipient cannot be reached.
Audit-supported oversight
Provider-line messages are included in our 100% message audit process, and calls are QA-sampled. In-house AI tools support experienced QA leadership in identifying routing issues, communication trends, and opportunities for improvement.
What practice leaders ask us.
Is this separate from the patient line?
It can be. Many practices give referring offices a dedicated number so provider calls never wait behind patient volume. Structure is defined during implementation.
Who decides what counts as a clinical escalation?
Your team. Escalation triggers, priorities, and recipients are written into the SOPs we build with you before launch.
What if the designated recipient is unavailable?
Backup procedures are agreed before launch, so every escalation has a defined next contact.
One operating model, five services.
Most practices start with one service and expand once the operating rhythm is proven.
Discuss provider access.
Tell us how referring and treating providers reach your team today, and where the handoff needs to be tighter.
- Review how provider calls are routed today
- Identify where handoffs lose time or detail
- Outline a dedicated provider-line model
Prefer to talk now? (941) 299-2327 · Monday–Friday, 8 AM–6 PM ET


