Managing referrals from hospitals across 17 states, with over 50 distinct portals, presented a unique challenge for a large home health organization. Each branch had its specific payer relationships, adding another layer of complexity to the process. Our mission was clear but demanding: Design a system that seamlessly automated the intake of these diverse referrals. Our solution? A team of bots trained to mimic human patterns and decisions. These bots were tasked with gathering referrals from myriad sources and funneling them, in a structured manner, into the organization’s electronic health record system. Beyond just gathering, the bots also standardized the data, preparing it for human review. As an added layer of sophistication, we crafted algorithms to evaluate the capacity of each branch. This allowed for strategic decision-making based on resource availability at every branch at any given moment.