Case Management
Sanctum helps case management teams automate referrals, accelerate assessments, and optimize care transitions
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Automated Referral Management
Give referring providers a direct line into your intake process — so every referral arrives complete, pre-populated, and ready for your team to act on.
Give referring providers a direct line in
Providers submit referrals through a structured workflow — ensuring complete, accurate information every time.
Pre-populated intake records
AI agents instantly create patient records in your EHR, so your team starts with a case already in progress.
Automated intake processing
State-required questionnaires are completed automatically using referral data — so eligibility groundwork is done before first contact.
Faster start of care
With intake and prep handled upfront, your team moves faster from referral to assessment and care planning.
Assessment Automation
Give your case managers their nights and weekends back, eliminate late assessments, and dramatically reduce the cost of every intake — without slowing down compliance or adding to your team.
Case managers spend minutes on assessments, not hours
AI agents cut assessment time by up to 80% and costs by 70%, so documentation is completed on the spot — no nights, no weekends, less burnout.
Assessments are never late
Faster completion keeps billing and compliance on track without follow-up or chasing charts.
Built for your EHR and workflows
Assessments match your existing formats — no rework or copy-pasting.
Automated follow-up and coordination
Tasks, reminders, and communication are handled automatically, so nothing gets missed and your team stays focused on members.
Discharge Planning & Care Transitions
Reduce the time and cost of onboarding new clients, improve conversion, and accelerate start of care without burning out your team.
Structured patient choice
AI agents match patients to the right providers and send referrals automatically — cutting placement time from days to hours.
Real-time alerts on delays
At-risk discharges and overdue responses are flagged instantly, with next steps clearly identified.
Automated referral packets
Complete, payer-ready referral packets are assembled automatically — no missing data, no rework.
Same-day placement
AI reaches out across channels simultaneously, reducing time from "ready" to "placed."
Referral Network Management
Optimize your post-acute network without manual coordination.
Custom provider networks
Routing rules are applied automatically based on service, payer, and performance, matching patients to providers who fit their needs. Build tailored networks that reflect your preferred partnerships without manual sorting.
Always up-to-date directory
Provider availability and capabilities stay continuously refreshed, so your team never chases stale contact info or outdated bed counts. Trust that every listed provider can actually accept your referral.
Full referral tracking
Every referral is logged end-to-end with a complete audit trail, giving teams full visibility into status and response times. Use this transparency to spot bottlenecks and improve outcomes.
Performance Analytics
Turn operations into measurable insight.
Provider scorecards
Compare partners on outcomes and performance.
Productivity insights
Track workload and bottlenecks across teams.
Network intelligence
Identify gaps, unused capacity, and growth opportunities.
Case Management Success Stories
Automated discharge planning coordination reduces hospital length of stay by 20%, improving patient flow and reducing costs.
Discharge Planning
Real-time care transition tracking prevents gaps in post-acute care, reducing 30-day readmission rates by 35%.
Care Coordination
Intelligent referral matching connects patients with optimal providers based on clinical needs, geography, and insurance coverage.
Smart Referrals
“Our case managers can now handle 40% more patients while ensuring better outcomes. The system does the heavy lifting so we can focus on patient care.”
—David Chen, MSW, Case Management Director, Regional Medical Center
