Our capabilities

Incoming Referrals

Turn incoming referrals into scheduled visits.

Referral management

From Fax to Scheduled Visit

  1. Referral arrives

    PDF and fax referrals land in one intake queue.

  2. Details captured

    Patient demographics, insurance details, visit reason and referring provider are read automatically.

  3. Ready for EMR

    A ready-to-paste patient card ensures rapid and accurate intake.

  4. Tracked

    Every referral is tracked until the patient is seen, and visit notes go back to the referring provider.

  5. Referral sources

    See which providers and clinics refer patients to you, and how often.

Every referral has a clear status

  1. Active referral
  2. Follow-up form sent
  3. Visit note sent
  4. Complete
  • Cancellations sync with your EMR
  • Referral statuses update automatically

See It in Action

Screenshot: referrals
Incoming referrals, from fax to scheduled visit. Sample data.

What's Included

  • AI-driven referral dashboard
  • Smart OCR captures every referral
  • Every stage of the referral is tracked and reported
  • Easy provider follow-up with pre-filled forms

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