For eye care practices
Streamline the 54 and 55 modifiers
A real-time workspace shared between the referring and treating office, where AI agents handle the consent, form, and modifier busywork so your team doesn't have to.
13bookings cancelled. Insurance or authorization is the top reason, at 23% of cancellations.
The problem
Between referrals, signatures, and documentation, most co-management workflows still depend on fax machines, disconnected systems, and relentless manual follow-up.
The requirements are clear. The workflow isn't.
You already documented the visit in your EHR, but staff still re-enter the same information into referral forms, post-op reports, and other documents for the other office, then fax or upload it by hand.
The costHours of staff time spent re-keying data the EHR already captured.
Co-management consents require signatures from the patient, the treating provider, the referring provider, and sometimes a witness.
The costConsents stall across two offices and conflicting schedules, with no clear view of who still needs to sign.
Was the consent signed? Did the treating provider agree? Did the patient ever schedule? Most practices still track these critical steps through a patchwork of sticky notes, spreadsheets, inboxes, faxes, and memory.
The costPatients slip through the cracks, and chasing confirmation devours the staff time you can least afford.
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.
The costVital images stranded in email and fax, with no HIPAA-compliant path to the other office.
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.
The costDelayed claims, missed filing windows, and revenue left on the table for care you already delivered.
How it works
Each office keeps its own EHR, its own fax, and its own way of working. CoManix connects them.
Fax the visit note you already wrote. We route it to the treating provider and build the compliant referral for you.
Prefer the portal? Refer to any registered treating provider, add the diagnosis, urgency, and patient contact details, and we do the rest.
Send the note you already have in your EHR. No new forms. We build the rest.
Thank you for seeing my patient, Ms. Jane W. Doe, in consultation for a visually significant cataract, left side. She is a pleasant 68-year-old with mild primary open-angle glaucoma, stable on current therapy, and an uncomplicated cataract surgery on the right side in 2020.
Ms. Doe reports progressive blurred vision on the left over the past 8 months, increasing difficulty with night driving, and persistent glare in bright sunlight. She denies pain, redness, flashes, or new floaters.
Exam (4/30/2026): BCVA right 20/25, left 20/80. Pupils equal and reactive, no APD. IOP 14 / 16 mmHg. Dense nuclear sclerotic cataract on the left with 2+ cortical changes; anterior chamber deep and quiet. Dilated fundus exam unremarkable.
Assessment: visually significant cataract, left side. I discussed surgery in detail and the patient is motivated to proceed, preferring distance correction with a monofocal lens. Co-management is requested; I am happy to resume care per the standard post-operative schedule.
Attached: visit notes (3/12/2026 and 4/30/2026), biometry, corneal topography, macular OCT, and the current medication list.
CoManix sends the right forms to the patient, the doctors, and the witness (if required) for e-signature, and tracks every signature in real time.
The ABN (Advance Beneficiary Notice of Noncoverage), surgical consent, and Transfer of Care are handled the same convenient way.
A shared workspace for the HIPAA-compliant exchange of test results, progress notes, and operative reports, including the date of surgery, implant type, and ICD-10 and CPT codes.
Shared notes on every referral reach the other office instantly. No needless phone calls, no chasing paper.
Insights
Treating practices see where referrals come from, surgeries over time, lens mix and premium share, and how each surgeon performs. Referring practices see where they send patients and how those patients are doing.
13bookings cancelled. Insurance or authorization is the top reason, at 23% of cancellations.
The AI difference
Use your EHR documentation to complete the requisite forms.
Forms are completed using AI. If there is ambiguity, CoManix asks for confirmation before anything is transmitted. Every document is timestamped, logged, searchable, and audit-proof.
Anything that can't be matched waits in Unresolved Faxes for a person to review.
Most offices have their 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.
Your faxed post-op notes become the mandated co-management reports automatically, with no re-keying and no duplicate busywork.
If your treating provider has required forms, we complete and submit them. If not, we use our universal forms. Either way, your original documentation and the transmitted forms are stored in CoManix.
The platform
From referral creation to follow-up care, all in one platform.
Fax your EHR-recorded clinical assessment to 844-CoManix (844-266-2649), or use the portal from any connected phone, tablet, or computer.
The patient, treating provider, and referring provider sign the right consents on whatever device they prefer. The e-signatures are legally binding and secure.
Referring providers know where their patients are throughout the care journey. Treating providers oversee ongoing care.
Both providers learn of any deviation from the anticipated course of care, with alerts tuned to the detail each prefers.
Providers share a workspace and stay connected to their patient’s progress from the referral onward.
Consents, messages, clinical data, and diagnostic imaging are encrypted and stored securely. Only authorized users can open them.
Why CoManix
Not a generic referral tool adapted to eye care. Every workflow, field, and permission was designed for how referrals and co-management actually work.
The referring and treating offices share one live board that AI agents keep current as consent, forms, and modifier billing move in the background. Each side sees what it needs in real time.
Many practices spend precious staff time satisfying the rigors of co-management. CoManix automates the process, so compliance becomes a byproduct of the workflow.
CoManix works alongside your EHR, your current staff, your fax system, and your collaborative style.
Security
CoManix was designed from the ground up for healthcare compliance. Every feature, every endpoint, and every data flow meets or exceeds HIPAA Privacy and Security Rule requirements.
Every referral, every e-signature, and every patient record access is logged automatically in an immutable audit trail. When an audit comes, generate a complete compliance report in one click. No scrambling. No reconstructing timelines from memory.
See all security detailsFull compliance with the HIPAA Privacy and Security Rules.
AES-256 at rest, TLS in transit.
Append-only logs of every access to patient data.
Granular permissions that enforce minimum necessary access.
For surgery centers
Surgery centers, anesthesiologists, referring doctors, surgeons, and patients all get a smoother pre-operative experience.
Too often a patient needs another consultation, more testing, or a medication change to qualify for the ambulatory setting. CoManix identifies these issues early and prevents scheduling failures.
See CoManix for surgery centersConcise digests of a patient’s underlying medical health give anesthesia a better assessment.
Patients who aren’t right for the center are found promptly, and rescheduling to a hospital setting can be arranged.
Surgeons keep a full operating schedule with less waiting on pending patients.
Revenue is protected and valuable operating room time isn’t squandered.
Getting started
Send us your referring providers. We handle the setup, the onboarding, and the training.
Not yet, and it’s not entirely necessary. Fax any document straight from your EHR to 844-CoManix, or upload it, and CoManix reads it and fills in what’s relevant on the patient record. CoManix also tracks what still needs to go back into your EHR, like which co-management documents are already there. We can build integrations for the system you use.
No. Fax any document straight from your EHR to 844-CoManix, and CoManix reads it and fills in what’s relevant on the patient record, including the co-management forms.
Some EHRs can be set up for parts of co-management, but keeping it all on track usually still falls on your staff. CoManix was purpose-built from real practice experience to take on every friction point and all the busywork of co-management for you, right alongside your EHR.
Two separate tools mean two places to check and two audit trails, and keeping each patient on track between offices usually still falls on your staff. CoManix brings referrals, consents, and post-op care into one live record both offices share, purpose-built from real practice experience.
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.
No. Referrals go in any direction and for any reason: optometrist to ophthalmologist, ophthalmologist to optometrist, or between two of either. When another provider offers a specialty you don’t, CoManix coordinates the handoff.
Your team always has the final say. Every detail CoManix fills in can be checked and changed, anything it isn’t sure about is flagged for review, every change is logged, and the original document stays on the patient record.
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.
We set them up for you, and sending referrals is always free: we create their accounts and train their staff. They send each referral from the notes and documents they already have, by fax or upload.
Setting up your practice’s account takes about 15 minutes. From there, we onboard your referring providers for you, and you’re fully live once they’re on.
Outgoing referrals are always free. Treating providers pay a small fee based on volume, after a three-month free trial. Monthly and annual contracts are available.
See how CoManix can save your practice hours every week on referral coordination, consent tracking, and compliance.
Free for outgoing referrals. Signed BAA. HIPAA compliant from day one.
Prefer email? inquiries@comanix.com