AI-Powered Co-Management Compliance
Coordinate, Communicate, and Collaborate Through a Shared Workspace Powered by Real-Time, Always-On AI Agents.
Between surgical referrals, signatures, and documentation, most co-management workflows still depend on fax machines, disconnected systems, and relentless manual follow-up.
You already documented the visit in your EMR. Before CoManix, staff had to re-enter the same information into referral forms, post-op reports, and paperwork for another office, and fax or upload it manually.
Shouldn’t you leverage your existing clinical documentation?
Co-management consents require signatures from the patient, the treating provider, the referring provider, and sometimes, a witness.
Technology exists to streamline this process.
You agonize, “was the consent signed”, “did the surgeon agree”, and “did the patient schedule”.
Most practices still track critical workflow steps through a combination of sticky notes, spreadsheets, inboxes, faxes, and memory.
Confidence that your patients are being appropriately managed should not devour precious staff time.
Transmitting pertinent clinical information like color topography/tomography, fundus photography, and optic nerve head images, and OCTs is problematic.
A patient-specific, image-friendly, shared workspace would address this issue.
Referring doctors need access to the relevant ICD-10 and CPT codes, the date of surgery, and sometimes, the operative note, refractive target, and intraocular lens choice.
Consolidating all this information in a secure portal would solve this time sink.
Most practices understand what compliant co-management requires.
You need audit-proof access to co-management consents, transfers of care, post-op instructions, and communication history.
Three simple steps from referral to coordinated care.
Fax your visit note to 844-CoManix (844-266-2649) and we will route the information to the addressee (surgeon). Alternatively, use the CoManix portal to refer to any registered surgeon, specify the diagnosis, urgency, and patient contact information, and we do the rest.
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.
CoManix sends the Co-Management form to the patient, surgeon, and witness 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.
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. No needless phone calls, no chasing paper.
Use your EMR documentation to complete the requisite forms.
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.
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.
Post-Operative notes generate the mandated reporting so important for compliant co-management. Time wasting redundancy is eliminated.
If your surgeon 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 CoManix portal.
From referral creation to post-operative care, all in one platform.
Fax your EMR recorded clinical assessment to 844-CoManix. Alternatively, use the portal from any connected phone, tablet, or computer.
The patient, surgeon, and referring physician digitally sign appropriate consents using their preferred connected device. These e-signatures are legally binding and secure.
Referring doctors know where their patients are in the peri-operative process. Surgeons oversee the patient’s post-operative experience.
Referring physicians and surgeons are appraised of any deviation from the anticipated post-operative course. Providers can adjust alerts to their preferred level of granularity.
Providers share a workspace and remain connected to their patient’s progress from referral creation and beyond.
All consents, communication, clinical data, and diagnostic imaging is encrypted and maintained in the cloud. Authorized users enjoy access.
Optometrists and non-surgical Ophthalmologists can monitor which surgeons they utilize and surgeons can appreciate their referral sources.
Not a generic referral tool adapted to ophthalmology. Every workflow, field, and permission was designed for how referrals and surgical co-management actually work.
If you’re the Optometrist or non-surgical Ophthalmologist, you see your patient’s surgery date, consent status, and post-op notes the instant they are generated. If you’re the surgeon, you see the referring doctor’s working diagnosis and pre-op notes without foraging thru faxes and scanned letters.
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.
CoManix works with your EMR, your current staff, your fax system, and your collaborative style.
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.
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.
Full compliance with HIPAA Privacy and Security Rules.
Data encrypted at rest and in transit.
Append-only logs of every access to patient data.
Granular permissions enforcing minimum necessary access.
Surgery Centers, Anesthesiologists, Referring Doctors, Surgeons, and Patients enjoy a smoother pre-operative experience.
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.
Concise digests of a patient’s underlying medical health status are provided to enhance assessment by anesthesia.
Patients inappropriate for the center are promptly discovered. Rescheduling to a hospital environment can be facilitated.
Surgeons maintain a full operating schedule and minimize waiting time for pending patients.
Revenue is maintained and valuable operating room resources are not squandered.
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 surgeon’s or our standard format. No double-entry.
EMRs are built for clinical documentation within a single practice. Co-management occurs between practices: a referring doctor and a surgeon 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 surgical co-management. There is no three-party consent flow, no surgical-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. Surgical offices 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. Surgeons, after a six month free trial period, pay a small, volume dependent, per procedure fee. Monthly and annual contracts are available. This cost will be dwarfed by the money saved in staffing, enhanced efficiency, and augmented referrals.
See how CoManix can save your practice hours every week on referral coordination, consent tracking, and compliance.
Prefer email? inquiries@comanix.com
No credit card required. HIPAA-compliant from day one. Setup in under 10 minutes.