--- title: "Care coordination - Stacksync" description: "AI agents orchestrate referrals, prior auth, and follow-up across Epic, Salesforce, and partner systems, matching and routing each case so nothing falls…" canonical: https://www.stacksync.com/use-case/care-coordination last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) AI agents routing care across organizations # Care coordination across every care team Genie agents read referrals, prior authorizations, and follow-up tasks across Epic, Cerner, and Salesforce, then match and route each one to the right team in real time so multi-org care handoffs don't stall. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where care handoffs break down ## Three reasons referrals and follow-ups get lost. Coordinating a patient across organizations means stitching together systems that don't share a queue. The judgment work that connects them usually falls on overloaded staff. 01 - Manual triage ### Referrals routed by guesswork A referral lands and someone decides by hand which specialist, plan, and org it belongs to. The matching is slow, inconsistent, and the patient waits while it sits in a queue. IDENTITY 02 - Prior auth limbo ### Authorizations stall with no owner A prior auth crosses provider, payer, and pharmacy systems and stops the moment one step needs a human. Nobody owns the gap, and the case ages until the patient calls. RELIABILITY 03 - Dropped follow-up ### Post-discharge tasks never get assigned Discharge generates follow-up actions across Epic and partner systems, but with no agent watching, half never become a task. The patient slips out of the loop entirely. DATA QUALITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every team a patient is handed to, on one workflow. Stacksync ships pre-built connectors for the EHRs, CRMs, and partner systems care coordination spans, so Genie agents can read, match, and route across all of them with full audit logs. EHR & clinical 05 - Epic - Cerner - NextGen Healthcare - eClinicalWorks - athenahealth Coordination & CRM 05 - Salesforce - Salesforce Health Cloud - Redox - Microsoft 365 - Veeva Outreach & messaging 05 - Twilio - SendGrid - Slack - FHIR R4 - HL7v2 Records & reporting 05 - Snowflake - BigQuery - Postgres - MongoDB - Oracle DB Custom referral types, payer rules, and your own care-team schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about care coordination. The concerns every clinical operations and compliance team raises before letting agents route cases across orgs. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### What do the AI agents actually decide? Genie agents read each referral or prior auth, match it to the right specialist, payer, and org, and route it as a task. A human approves edge cases; the routine matching runs autonomously. ### Does coordination work across separate organizations? Yes. Pre-built connectors join Epic, partner EHRs, and Salesforce, so an agent can move a case across org boundaries while keeping every system's record in sync in real time. ### How is the agent's reasoning auditable for PHI? Every match and route is logged with the inputs, the decision, and a timestamp, and each event is replayable, so you can show exactly how a case was handled and who saw what PHI. ### What happens when a downstream system is down? Stacksync queues and retries with backoff, and events are replayable. A stalled prior auth resumes the moment the payer or pharmacy system is back, in order, with no manual re-run. ## Stop routing referrals by hand. Let agents close the loop. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)