A real-time workspace shared between the referring and treating office, where AI agents handle the consent, paperwork, and modifier busywork so your team doesn't have to.
Between referrals, signatures, and documentation, most co-management workflows still depend on fax machines, disconnected systems, and relentless manual follow-up.
01
Drowning in Forms Before Care Begins
You already documented the visit in your EMR, but staff still re-enter the same information into referral forms, post-op reports, and paperwork for the other office, then fax or upload it by hand.
Hours of staff time spent re-keying data the EMR already captured.
02
Three or Four Signatures, Two Offices, Zero Certainty
Co-management consents require signatures from the patient, the treating provider, the referring provider, and sometimes a witness.
Consents stall across two offices and conflicting schedules, with no clear view of who still needs to sign.
03
Tracking Every Patient by Hand
You agonize over whether the consent was signed, whether the treating provider agreed, and whether the patient ever scheduled.
Most practices still track these critical steps through a patchwork of sticky notes, spreadsheets, inboxes, faxes, and memory.
Patients slip through the cracks, and chasing confirmation devours the staff time you can least afford.
04
Limited Image Transmission Options
The information that drives co-management decisions, like color topography and tomography, fundus photography, optic nerve head images, and OCTs, is hard to move between offices securely.
Vital images stranded in email and fax, with no HIPAA-compliant path to the other office.
05
Co-Management Billing
To file the 55 modifier, the referring doctor needs the ICD-10 and CPT codes, the date of surgery, and often the operative note, refractive target, and intraocular lens choice. Today that means calling the surgical office and waiting, every time, for information that already exists in their system.
Delayed claims, missed filing windows, and revenue left on the table for care you already delivered.
Three simple steps from referral to coordinated care.
Step · 01
Initiate a Referral
We route the information to the addressee (treating provider) and build the compliant referral for you. Prefer the portal? Refer to any registered treating provider, specify the diagnosis, urgency, and patient contact information, and we do the rest.
Send the note you already have in your EMR. No new forms. We build the rest.
To: Jordan T. Provider, MDPage 01 / 0305/03/26 08:31 EDT
Atlantic Eye Group
Comprehensive & Specialty Eye Care
123 Sample Avenue
Anytown, PA 19000
t 555-555-0142 · f 555-555-0143
PRIVATE AND CONFIDENTIAL
May 3, 2026
Jordan T. Provider, MD
Anytown Cataract & Refractive
456 Example Boulevard
Anytown, PA 19000
Re: Request for Cataract Consultation
Patient: Doe, Jane W. DOB: 04/12/1958
MRN: 000000000 Insurance: Sample Health PPO
Dear Dr. Provider,
Thank you for seeing my patient, Ms. Jane W. Doe, in consultation for a visually significant cataract OS. She is a pleasant 67-year-old with mild primary open-angle glaucoma OU (stable on current therapy), pseudophakia OD (uncomplicated phacoemulsification with IOL, 2020), and an otherwise unremarkable past ocular history.
Ms. Doe reports progressive blurred vision OS over the past 8 months, increasing difficulty with night driving, and persistent glare in bright sunlight. She also endorses reading fatigue and notes that her most recent change in bifocal prescription has not improved near vision OS. She denies ocular pain, redness, flashes, or new floaters, and there has been no change in her glaucoma symptoms or medication routine.
Exam (4/30/2026): BCVA OD 20/25, OS 20/80 (PHNI). Pupils equal and reactive, no APD. EOMs full, confrontation fields full OU. IOP 14 / 16 mmHg by GAT, similar to previous measurements. Anterior segment OS reveals a dense nuclear sclerotic cataract with 2+ cortical changes and a clear, deep, quiet anterior chamber; only mild NS noted OD. Dilated fundus exam unremarkable OU; cup-to-disc 0.55 / 0.55 with a healthy rim, macula flat OU, vessels and periphery within normal limits.
Assessment: Visually significant nuclear sclerotic cataract OS in the setting of stable, mild POAG OU and pseudophakia OD with excellent prior surgical outcome. Plan: I discussed phacoemulsification with IOL implantation in detail; the patient is well-informed and motivated to proceed. Her stated preference is for distance correction with a monofocal IOL. Co-management is requested; I am happy to resume care per the standard post-operative schedule once she is released from your office.
Attached: recent visit notes (3/12/2026 and 4/30/2026), biometry data (IOLMaster), corneal topography, macular OCT, current medication list, and the signed referral acknowledgement. The patient is available for consultation Monday through Thursday afternoons and prefers your Anytown location.
Pertinent past medical history is notable for well-controlled essential hypertension and hyperlipidemia, both stable on her current regimen for more than three years. She does not have diabetes mellitus, autoimmune disease, or a history of bleeding disorder. She is up to date with primary care follow-up and her most recent A1C and lipid panel were within normal limits.
Allergies: NKDA. No known reactions to ophthalmic medications, topical anesthetics, or iodine-based preparations. She tolerates dilation drops without difficulty. Anticoagulation: 81 mg aspirin daily for primary cardiovascular prevention; no clopidogrel, warfarin, or direct oral anticoagulants. Cardiology has been notified of the planned procedure.
Current ocular medications: latanoprost 0.005% ophth soln, 1 gtt OU QHS (3 refills, last filled 04/22/2026); brimonidine 0.15% ophth soln, 1 gtt OU BID (2 refills); artificial tears (preservative-free) OU PRN. Systemic: lisinopril 10 mg PO daily; atorvastatin 20 mg PO daily; multivitamin daily.
The patient lives independently with her spouse and reports active engagement in reading, sewing, and weekly volunteer work at a local community library. She drives short distances during daylight hours but has stopped driving at night over the past several months due to glare. Improving her functional vision OS is her primary goal and she has identified a return to comfortable night driving as her most important outcome measure.
Insurance authorization has been initiated through Sample Health PPO and we have included a copy of the eligibility verification with the attached records. The patient understands that any IOL upgrade or refractive package selected at the time of consultation may carry additional out-of-pocket cost, and she has indicated that she is prepared to discuss those options directly with your office.
Please do not hesitate to contact our office directly should you need any additional information or wish to discuss the case. We look forward to coordinating Ms. Doe's care closely with your team. Thank you again for accepting this referral.
Sincerely,
J. Patel, OD
Atlantic Eye Group · NPI 0000000000 · t 555-555-0142
Enclosures: visit notes (3/12/2026, 4/30/2026), IOLMaster biometry, corneal topography, macular OCT, current medication list, signed referral acknowledgement, insurance eligibility verification.
cc: patient chart; primary care physician of record
Office Locations
Hours of Operation
Main Office · 123 Sample Avenue, Anytown, PA 19000
Monday - Thursday · 7:30 AM - 5:00 PM
Branch · 789 North Sample Road, Anytown, PA 19000
Friday · 7:30 AM - 1:00 PM
Branch · 4400 South Sample Street, Anytown, PA 19000
Saturday · by appointment
This communication and any attachments may contain information that is privileged, confidential, or protected by state and federal law including the Health Insurance Portability and Accountability Act of 1996 (HIPAA). It is intended solely for the use of the addressee. If you are not the intended recipient, please notify the sender immediately and destroy all copies.
Doe, Jane W. · MRN 000000000 · 04/12/1958 · 05/03/2026 · Page 1 / 3
CoManix sends the appropriate forms to the patient, the doctors, and the witness (if required) for e-signature. The process is tracked in realtime.
Other documents including the ABN (Advance Beneficiary Notice of Noncoverage), surgical consent, and Transfer of Care are handled in the same convenient manner.
Sign · 3 of 3
Co-management consent
Sign here
Submit signature
Any device
E-Signature Status
3 signatures required
Patient
Sent to mobile · viewed
Signed
Treating provider
R. Kim, MD
Signed
Referring provider
J. Patel, OD
Pending
Audit-logged automatically
2 of 3 complete
Step · 03
Coordinate Care
A shared workspace allows the HIPAA compliant exchange of test results, progress notes, and operative reports including the date of surgery, implant type, ICD-10 and CPT codes employed.
CoManix includes a messaging portal to elevate communication. Reach your treating provider instantly. No needless phone calls, no chasing paper.
comanix.com / referrals
Referring Office
••••• A.
Awaiting consent
••••• B.
Surgery scheduled
••••• C.
Post-op review due
Treating Office
••••• A.
Records received
••••• B.
Pre-op physical
••••• C.
Visit notes uploaded
03The AI Difference
Harness the work you’ve already done. Stop the grind.
Use your EMR documentation to complete the requisite forms.
A human always has the final say.
Forms are completed using AI. If there is ambiguity, CoManix will request confirmation before the information is transmitted. In all cases, paperwork is timestamped, logged, searchable, and audit proof.
Step 01
Fax received
+1 (415) 555-FAX
Step 02
AI agent extracts
Step 03
Compliant form filled
Patient
Reason
Treating
Referring
Step 04
Both offices see it
Referring
Treating
Capability 01
Fax Your Visit Note. The Referral Form Fills Itself.
Every office has its own referral form. Instead of re-entering information from your visit notes, simply fax it to 844-CoManix. We extract the details and build the compliant referral document for you.
Capability 02
Fax Your Follow-Up Visit. We Complete the Post-Op Forms.
Post-Operative notes generate the mandated reporting so important for compliant co-management. Redundancy is eliminated.
Capability 03
Your Forms or Ours. Every Document Logged.
If your treating provider has required forms, we will complete and submit them. If not, we will use our universal forms. Either way, your original documentation and the transmitted paperwork will be stored in the CoManix portal.
04The Platform
Everything You Need for Referrals and Co-Management
From referral creation to follow-up care, all in one platform.
Complete Forms in Seconds
Fax your EMR recorded clinical assessment to 844-CoManix (844-266-2649). Alternatively, use the portal from any connected phone, tablet, or computer.
Collect All Signatures Digitally
The patient, treating provider, and referring physician digitally sign appropriate consents using their preferred connected device. These e-signatures are legally binding and secure.
Track Patients in Real Time
Referring doctors know where their patients are throughout the care journey. Treating providers oversee the patient’s ongoing care.
Receive Notification of Clinical Outliers
Referring physicians and treating providers are appraised of any deviation from the anticipated course of care. Providers can adjust alerts to their preferred level of granularity.
Embrace Clinical Oversight
Providers share a workspace and remain connected to their patient’s progress from referral creation and beyond.
Trust in Secure Documentation
All consents, communication, clinical data, and diagnostic imaging is encrypted and maintained in the cloud. Authorized users enjoy access.
Understand Your Referral Patterns
Optometrists and non-surgical Ophthalmologists can monitor which treating providers they utilize and treating providers can appreciate their referral sources.
Not a generic referral tool adapted to ophthalmology. Every workflow, field, and permission was designed for how referrals and co-management actually work.
Both Sides of the Referral
If you’re the Optometrist or non-surgical Ophthalmologist, you see your patient’s treatment date, consent status, and progress notes the instant they are generated. If you’re the treating provider, you see the referring doctor’s working diagnosis and clinical notes without foraging thru faxes and scanned letters.
Compliance Without Additional Staff
Many practices are forced to use precious staff resources to satisfy the rigors of co-management. CoManix automates the process and compliance becomes the byproduct of its workflow.
Zero Disruption
CoManix works with your EMR, your current staff, your fax system, and your collaborative style.
06Security
Built for HIPAA from Day One
CoManix was designed ground-up for healthcare compliance. Every feature, every endpoint, and every data flow meets or exceeds HIPAA Privacy and Security Rule requirements.
Audit-Ready by Default
Every action is logged automatically with immutable audit trails: every referral, every e-signature, every patient record access. When an audit comes, generate a complete compliance report in one click. No scrambling. No reconstructing timelines from memory.
HIPAA Compliant
Full compliance with HIPAA Privacy and Security Rules.
Surgery Centers, Anesthesiologists, Referring Doctors, Surgeons, and Patients enjoy a smoother pre-operative experience.
PROBLEMS IDENTIFIED EARLY
Too often a patient requires additional consultation, further testing, or a medication change to qualify for the ambulatory setting. CoManix can identify these issues early and prevent scheduling failures.
History and Physical Summaries
Concise digests of a patient’s underlying medical health status are provided to enhance assessment by anesthesia.
Early Cancellations Identified
Patients inappropriate for the center are promptly discovered. Rescheduling to a hospital environment can be facilitated.
Surgeon Schedules Optimized
Surgeons maintain a full operating schedule and minimize waiting time for pending patients.
Surgery Center Profitability
Revenue is maintained and valuable operating room resources are not squandered.
08FAQ
Frequently Asked Questions
No. Just fax your existing visit report from your EMR to 844-CoManix. CoManix reads it, extracts the relevant information, and fills out the compliant co-management forms for you, either your treating provider’s or our universal format. No double-entry.
EMRs are built for clinical documentation within a single practice. Co-management occurs between practices: a referring doctor and a treating provider that typically utilize different systems. EMRs don’t offer cross-practice referral workflows, multi-party e-consent, co-management audit trails, or post-op visit tracking across separate offices. CoManix is purpose-built exactly for that gap.
Yes. CoManix was built HIPAA-first, not retrofitted. We provide a signed BAA, encrypt all data at rest and in transit, maintain immutable audit logs, and enforce role-based access at every level.
CoManix maintains a complete, immutable audit trail of every referral, consent document, and care coordination action. If you’re audited, generate a full compliance report in one click, covering who referred whom, when consent was obtained, which parties signed, and how post-op care was documented.
A human always has the final say. When CoManix is confident, the form is filled instantly; when it isn’t, a human approves the document before anything is transmitted. Every extracted field is editable, every change is logged, and the original fax is stored alongside the structured data so you can validate.
Two systems, two audit trails, and no cross-office visibility. Generic referral tools weren’t built for co-management. There is no three-party consent flow, no co-management-specific fields, no post-op visit tracking, and no shared workspace between the referring and treating offices. CoManix is the consent platform, the referral system, and the post-op workspace in one, built for how eye care practices actually function.
Most referring practices can be up and running in about an hour. Treating practices require less than one day.
CoManix handles collaborative care in all directions. When another provider has a specialty you don’t offer, this system will facilitate and coordinate.
CoManix is always free to referring providers. Treating providers, after a six month free trial period, pay a small, volume dependent fee. Monthly and annual contracts are available. This cost will be dwarfed by the money saved in staffing, enhanced efficiency, and augmented referrals.
Ready to Modernize Your Co-Management Workflow?
See how CoManix can save your practice hours every week on referral coordination, consent tracking, and compliance.