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Navigate Pro
August 7, 2026

Turn a Veradigm referral into assigned education, automatically

The problem it solves

Referral data in Veradigm already shows what a patient needs to be educated about — order status, diagnosis — but nothing connects that data to what gets sent to the patient. Today that means staff manually deciding what to assign, or patients not getting the right content at all, which shows up as unnecessary paper packet mailings and patients dropping off before they ever schedule.

Turn a Veradigm referral into assigned education, automatically
What's included
  • Referral data flows straight into the assignment engine. Order status and diagnosis information pulled from Veradigm feeds directly into Navigate's automation engine.
  • The right content gets assigned automatically. Based on what's in the referral, patients receive the education they need without staff reviewing each case and deciding what to send.
  • Built for high-referral-volume practices. Aimed at practices — starting in urology — where getting patients educated and scheduled quickly, right after referral, matters most.
Want help setting this up?

The help center walks through it step by step. Your Customer Success Manager can do it with you.