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Whether you're looking to automate referrals, close operational loops, or explore a pilot, our team is here to help.

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FAQs

Frequently asked questions

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What exactly does Floe automate?

Floe automates the critical steps of referral operations: intake, confirmation, routing, follow-through, and completion signaling.
Instead of your team chasing faxes, inboxes, and status updates.

Floe ensures referrals move forward automatically without changing your existing workflows.

How does Floe predict stalled referrals or no-shows?

Floe uses operational signals such as response times, missing information, message patterns, appointment history, workload dynamics, and specialty behavior to identify which referrals or appointments are at risk.

This lets your team act proactively instead of reactively.

Can Floe integrate with our EHR, phones, and scheduling tools?

Yes. Floe integrates with major EHRs, phone systems, and scheduling platforms. We connect to the systems you already rely on, so adoption is seamless and setup is fast.

Does Floe replace my referral team or coordinators?

No. Floe removes the manual busywork so your team can focus on the tasks that require judgment not chasing responses or checking status across multiple systems.

Think of Floe as an engine that keeps everything moving behind the scenes.

Will this require my staff to learn a new system?

No. Floe works underneath your existing systems.
Your teams don’t need to change their workflow. Actions are triggered automatically, or pushed into the tools your team already uses.

How do the AI agents actually help?

Floe’s AI agents orchestrate the follow-through by nudging specialists, escalating stuck referrals, sending reminders, triggering scheduling steps, and ensuring the loop closes.
They act quietly and reliably, without creating noise or extra work.