Apex

A Lateetud platform · Order & referral management

Turn more referrals into booked appointments.

Apex brings referrals from across your health system into one managed workflow. It automates intake and verification, tracks referrals through scheduling, and gives teams a consistent way to manage work across locations. Centralize operations, reduce manual effort, and recover referral revenue, without replacing your existing systems.

Any channel in
fax, EMR, email, file, into one queue
Less manual entry
Extracts and checks referral information, flagging exceptions for review
Tracked to scheduled
referral through to encounter
One live view
conversion across every facility
The problem

Between the referral and the appointment, patients get lost.

In the health systems we’ve worked with, the majority of outpatient referrals still arrive by fax. Someone reads each one, keys it in by hand, and tries to reach the patient, often with no reliable record of whether the first, second, or third call ever happened. Referrals sit, patients drift to another provider, and leadership cannot see any of it until conversion is reconstructed by hand, weeks after the point when it could have been acted on.

It’s a low-conversion environment where a real share of referrals never become appointments at all, and nobody can say which ones, or how many.

In many health systems the problem is also organizational. Referral intake is spread across individual facilities, each managing its own queue, staffing, and follow-up. Some teams are overwhelmed while others have spare capacity, and leadership has no consistent view of what is happening across the network. Apex makes it possible to bring that work into one managed operation.

Step 1
Referral arrives by fax
Step 2
Keyed in by hand
Step 3
Outreach nobody can track
Result
Patient never scheduled
How it works

One managed workflow, across every location.

Apex connects referral sources, intake teams, scheduling, and downstream systems in one managed workflow. Health systems can centralize processing while keeping the EHR and scheduling platforms they already use.

pexOrder & Referral Management PlatformREFERRAL SOURCESEmailFaxEMR / EHRPortalsPaper / scansPhoneThird-partyHOSPITAL SYSTEMSAcute care EHRAmbulatory EHRSchedulingRadiology / LISRevenue cyclePayer connectivityand more01CaptureIngestionNormalize any format:HL7, PDF, fax, emailIntelligent documentprocessingExtract data with AI andvalidation rules02Authorize &schedulePre-auth workflowsEligibility, prior auth,rule-based routingScheduling workflowsMatch provider, findopenings, book theappointment03IntegrateHospital orderinterfaceWrite orders andappointments back tohospital systemsPatient engagementOutreach, reminders,and status updatesEND-TO-END TRACKINGevery order visible from intake to encounterIngestInterfacebi-directionalPLATFORM SERVICESIdentity & access · Operational metrics · Dashboards & reporting · Cloud document store
Why it matters

Centralize the operation. Automate the work. Recover the revenue.

One referral operation, across every location.

Bring intake, verification, and follow-up into a shared workflow. Centralize work where it makes sense, balance workloads across teams, and reduce the dependence on separate staffing at every location.

Less manual work. More capacity.

Automate repetitive intake and data-entry tasks so teams can focus on exceptions, patient outreach, and getting appointments scheduled.

More referrals become appointments.

Track referrals from arrival to scheduling, identify stalled referrals, and recover revenue that would otherwise be lost.

Case study · One customer · Order & referral management

From manual fax handling to $350M+ in referral revenue tracked.

Every number below is from a single Apex engagement, at one of the largest health systems in the U.S., with 135 hospitals across 30 states and 300+ outpatient centres and physician practices. It was losing referrals to manual fax handling and untracked outreach until Apex brought every facility onto one tracked path from referral to scheduled encounter.

719,076
appointments scheduled in twelve months, 94% imaging
$350M+
annual referral revenue now tracked order to encounter
$27M
recovered from referrals that never used to convert
80–90%
of referrals were faxed, and manual handling was all but removed

Volumes are the customer's own, for the twelve months to July 2026.

See Apex against your own referral templates.

In a 45-minute walkthrough, we will show how Apex would process a sample of your referral templates, where manual work could be reduced, and how referrals can be tracked from intake to scheduling.