Health systems, medical groups, and payers often experience lack of uniformity and uniformed referral processes across offices and providers, negatively impacting cost and savings, workflow efficiency and patient satisfaction. To combat this, Larry Tatum, MD, CEO of leading provider organization Privia Medical Group North Texas, leveraged data insights and automation to better manage patient referrals. See how his team built preferred specialist networks and identified revenue and savings opportunities then automated steps like insurance verification, prior auth, scheduling, and closing the loop – all within the electronic health record.