Healthcare moves at the speed of trust™

Sunny Referral Connect

Turn every referral into a booked appointment, whether it starts with a provider, care manager, or health plan.

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A referral experience built for real world workflows

Sunny Referral Connect is designed for the people who feel today’s referral process the most: plans, care teams, and front‑line clinicians trying to get patients actually scheduled.

  • Health plans and care management teams use it to navigate members to in‑network, high‑quality providers without endless phone tag or asking members to navigate on their own.

  • Providers use it to quickly get their patients scheduled with referred clinicians (a dentist finding and booking a neurologist, for example) without Googling, calling around, or relying on patients to follow through.

  • Navigation vendors and digital health companies embed Sunny to power referral scheduling inside their own products, instead of building and maintaining outreach and booking workflows themselves.

The result is more completed referrals, less administrative work for clinical staff, and a smoother experience for patients.

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How It Works

From referral to confirmed appointment

From referral to confirmed appointment

Step 1

Create the referral

A provider, care manager, or  health plan submits a referral with the patient’s context, clinical need, and timing, optionally including a specific destination provider or leaving it open.

Step 2

Route to the right place

Sunny applies coverage rules, preferences, and routing logic to identify where the referral should go next and prepares the details offices need to book.

Step 3

Book the visit and close the loop

Outreach is made to the destination office, a visit is scheduled when possible, and status updates flow back to the originating team and, where appropriate, to the patient.

Why Sunny Referral Connect

Purpose-built for healthcare navigation

End‑to‑end referral scheduling

Closes the loop from referral order to confirmed appointment instead of leaving providers or patients to cold‑call offices or search the web.

Network and plan‑aware

Finds options that are in network and benefit‑appropriate, reducing surprise bills, misroutes, and back‑and‑forth on coverage.

Built for providers, care managers, and plans

Gives front‑office staff and clinicians a faster way to get patients scheduled with referred specialists or services. No more Googling or disconnected spreadsheets.

White labeled, low‑lift implementation

Embeddable UI and APIs plug into portals, EHRs, and care management tools so teams can keep their existing workflows and go live quickly.

AI‑powered matching and outreach

Uses Sunny’s matching and outreach engine to prioritize the right providers, reach offices efficiently, and maximize confirmed appointments.

Privacy and trust by design

Built with strong security and compliance controls so referrers can confidently route PHI through the platform.

End‑to‑end referral scheduling

Closes the loop from referral order to confirmed appointment instead of leaving providers or patients to cold‑call offices or search the web.

Built for providers, care managers, and plans

Gives front‑office staff and clinicians a faster way to get patients scheduled with referred specialists or services. No more Googling or disconnected spreadsheets.

AI‑powered matching and outreach

Uses Sunny’s matching and outreach engine to prioritize the right providers, reach offices efficiently, and maximize confirmed appointments.

Network and plan‑aware

Finds options that are in network and benefit‑appropriate, reducing surprise bills, misroutes, and back‑and‑forth on coverage.

White labeled, low‑lift implementation

Embeddable UI and APIs plug into portals, EHRs, and care management tools so teams can keep their existing workflows and go live quickly.

Privacy and trust by design

Built with strong security and compliance controls so referrers can confidently route PHI through the platform.

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Connect with us

See how AI-powered navigation can lower costs and improve outcomes

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Connect with us

See how AI-powered navigation can lower costs and improve outcomes

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Connect with us

See how AI-powered navigation can lower costs and improve outcomes