Healthcare
Build a referral management and routing tool
Kliv is an AI app builder. Describe the referral management and routing tool you need — intake, scripts, expiry dates, routing, targets, and letters back — and it builds it on your own domain.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a healthcare product you configure — it’s an AI that builds software for you.
You describe the app you need in your own words, and Kliv builds it: the database, the roles, the intake forms, the queues, the routing rules, and the screens. What you get is a real web app that’s yours, on your own domain. You can use it, change it later by asking for changes, and run it on your own accounts. It isn’t a template with your logo on it.
On this page, that app is a referral management and routing tool. Kliv builds all kinds of web apps; this is one example.
Why referrals need their own queue
A referral can lose value every day it sits. The patient may decide the pain is manageable. The referrer may notice who called back and who did not. Intake teams need the script, the expiry date, the insurance step, the right clinic, and the first-contact target in one place.
Kliv builds the space between the referrer and the first appointment. A referral becomes a row as soon as it arrives, with the sender, script, expiry date, routing needs, and clock already attached. The system tracks what happens next and helps close the loop with a letter back.
The space between two waiting rooms
This tool owns what happens before the first appointment and after the evaluation letter.
The referral row
Source, patient, diagnosis, script, expiry date, and status live on one record. Nothing depends on a fax tray, voicemail, or sticky note.
Referrers and patterns
Each referring practice is a record: what they send, how fast it converts, and when the last letter went back. Referral relationships become visible in the data.
Routing rules
Which clinics offer which specialty, which therapists take which cases, and who has capacity this week. Routing is data the desk can trust.
First-contact clocks
First contact and first visit each have a target. Open referrals age against those targets, and the one about to breach sorts to the top.
Letters back
Evaluation and discharge letters draft from the referral record and go back on the practice’s letterhead. The courtesy becomes routine.
An example: Priscilla’s physical therapy intake desk
Here’s how one practice might use it. It’s only an example — you would describe your own clinics, specialties, routing rules, targets, and referrer workflow.
The referral arrives with the script attached
A surgeon’s coordinator submits a post-op knee referral through the referrer page. The script uploads with it, and a row exists with the clock running before intake touches a keyboard.
The insurance step gets its own owner
Insurance details are verified and noted on the row. If authorization is needed, that becomes a tracked task with an owner instead of a note beside a monitor.
The patient routes to a clinic with capacity
The patient lives north, needs post-op knee care, and two clinics qualify. One has capacity Thursday, so Priscilla picks from a shortlist the system has already narrowed.
The first call happens before the target breaches
The queue sorts by clock, so the same-day referral rises to the top. The appointment lands inside the script window with days to spare.
The referrer gets the answer back
After the evaluation, a summary letter drafts from the row and goes back to the surgeon. At discharge, another letter does the same.
Describe what you want to build
Kliv builds from your description, so the more detail you give, the closer the first version. Include intake sources, routing rules, targets, privacy rules, and what should be reported back. Here are three to build on:
PT group intake desk
Scripts, clocks, routing, and letters back.
“Build a referral management tool for our four physical therapy clinics. Each referral should carry a prescription, script expiry date, diagnosis, referring office, insurance notes, and urgency. Route by specialty, therapist capacity, and patient location. Track same-day first-contact targets and generate evaluation and discharge letters back to referrers.”
Specialty dental routing
Imaging, consult scheduling, and outcome letters.
“Build a referral tracker for our oral surgery practice. General dentists should submit referrals with attached imaging. Staff should schedule consults, track referral status, and send outcome letters back to the referring office after the consult and procedure.”
Community counseling intake
Urgency and specialty matching.
“Build an intake and routing tool for our counseling center. Log referrals with urgency, specialty needs, insurance notes, and preferred availability. Match clients to counselors with open capacity, track time to first session, and flag urgent referrals that have not been contacted within 24 hours.”
Between the pen and the first appointment
Referrers do not type twice. Sending offices can submit through a page in your app, and the referral row is created as they type. Referrals that still arrive by phone or fax are entered once by intake and land in the same queue.
Access follows the job. Intake works the queue. A therapist sees their own caseload. A practice manager sees across clinics. The scoping happens on every read, not in a training binder.
The monthly scoreboard uses the same data. Conversion by source, days to first contact, and letters sent are computed from the rows the desk already keeps. When a referral source goes quiet, the numbers show it early.
Vendors sell referral software as pipeline. A practice knows better: every referral is a colleague’s trust with a deadline on it — internal tools for work that arrives as trust.
Common questions
What exactly is Kliv?
Kliv is an AI that builds custom web apps from a description. For referral management, that can mean intake forms, referral rows, routing rules, queues, clocks, access rules, and letters back.
Do I get a real app, or a template?
A real app. Kliv builds the database, workflow, screens, and rules for your practice. It is not a generic intake form.
Can I change it after it’s built?
Yes. You can change routing rules, add clinics, add first-contact targets, change letter templates, or adjust access later by asking.
Is this an electronic health record?
No. It stops at the treatment-room door. Clinical documentation stays in your charting system. This tool owns intake, routing, first-contact tracking, and letters back.
Who can see patient information?
Only the roles you allow. Intake can see the queue, therapists can see their own caseload, and managers can see across clinics. That scoping is enforced in the database.
What happens when a script is about to expire?
The expiry date is on the referral row, so the referral can surface before the window closes. The desk gets enough runway to contact the patient or the sender.
Do referrers need accounts?
Only if you want them to submit and track referrals online. A coordinator account can submit referrals and see the status of referrals from that office only.
Can we still accept fax or phone referrals?
Yes. Intake can enter those referrals once, and they land in the same tables with the same clocks and routing rules.
Can it route by specialty and capacity?
Yes. You can describe the specialties, clinic locations, therapist rules, and capacity signals the desk should use.
Can it generate letters back to referrers?
Yes. Evaluation and discharge letters can draft from the referral row and use your practice’s letterhead and wording.
Can I use my own domain?
Yes. The app and any referrer-facing pages can run on your own domain.
Do I need a separate dashboard tool?
No. The referral rows already contain the data for conversion, time to first contact, aging queues, and letters sent.
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Route referrals before they cool
Describe your clinics, specialties, referrers, targets, and letters. Kliv builds the tool that keeps the referral moving.