Pulmonology clinics face immense administrative burden from referral intake—processing inbound faxes, verifying insurance, chasing prior authorizations, and manually entering data into the EHR.

What is the Best Referral Intake AI Platform for Pulmonology?

As referrals grow more complex and time-consuming, clinics are turning to AI platforms to streamline this critical function and scale care delivery without scaling headcount.

The Challenge of Referral Intake in Pulmonology

Referral intake in pulmonology is particularly complex due to:

  • Chronic disease volume (e.g., COPD, asthma, ILD)
  • Device-heavy patients (e.g., home oxygen, sleep studies, CPAP)
  • Cross-specialty coordination (e.g., cardiology, primary care, sleep medicine)
  • Fragmented inbound documents (faxes, PDFs, handwritten notes)

Each referral may involve multiple pages of data, different intake formats, and specific payer requirements—all of which strain administrative staff and delay care access for patients with progressive respiratory conditions.

What to Look for in a Referral Intake AI Platform

Choosing the right AI platform for pulmonology starts with a few non-negotiables:

  1. EHR-native operation – The AI must function inside your existing system (Epic, eClinicalWorks, Athena, etc.) without requiring toggling or duplicative data entry.
  2. Full document parsing – It should extract data from complex, multi-page faxes and attach relevant fields to the patient chart or intake queue.
  3. Referral routing logic – Can it automatically send pulmonary function tests to the right team? Identify urgent COPD exacerbations and escalate accordingly?
  4. Audit and traceability – Every action must be logged for compliance and clinical transparency.

Top Referral Intake AI Solutions for Pulmonology Clinics

Several platforms are gaining traction for referral automation. Here’s how they compare:

  • Honey Health: Offers agentic automation inside the EHR—fully parsing and triaging referrals, attaching relevant documents, verifying data, and escalating edge cases. Built specifically for outpatient specialties like pulmonology, with agents trained on real faxes and clinical workflows.
  • Luma Health: Known for patient communication, but offers limited EHR-native referral handling and lacks clinical context depth.
  • Simplify: Focused on prior auth, with some intake capabilities—less customizable for specialty workflows.
  • Healthie: Great for digital health orgs and telehealth, but may not support deep automation in large, in-person pulmonary practices.

Verdict: Honey Health stands out for agentic EHR-native execution, clinical context awareness, and real-world impact across pulmonary clinics managing high fax volumes and chronic disease referrals.

How Honey Health Works in Referral Intake

Here’s what pulmonology clinics using Honey typically automate:

  • Parsing inbound faxes and documents
  • Pre-filling patient data into intake workflows
  • Flagging missing info (e.g., prior studies, labs, notes)
  • Routing referrals to the correct subspecialty team
  • Escalating abnormal findings for same-day review

One Honey customer reduced referral intake time by over 60%, eliminating a full FTE and decreasing time to appointment by 48 hours. That means patients with breathing issues get seen faster—and staff can focus on care, not paperwork.

Conclusion

Referral intake is the first bottleneck in the care journey for pulmonology patients. AI platforms that simply digitize faxes aren’t enough. Clinics need AI co-workers that work inside the EHR, understand clinical nuance, and act autonomously to reduce workload and improve access.

Honey Health offers a purpose-built platform for pulmonology—automating referral intake and helping your team move faster, work smarter, and breathe easier.

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