Referral & Patient Intake

Go paperless, reduce labor costs, and stay out of audit mode with complete visibility of every incoming electronic document.

  • No more manual document scanning.

  • Referrer and patient documentation automatically attach to patient record.

  • Create customized referral confirmation letters.

  • Assign patients to CSRs.

  • Balance CSR workload.

  • Monitor intakes and setup workflows by product line and/or payer.
  • Track forms sent and forms received.

  • Send document requests back to the referrer and set a dated follow up task.

  • Track staff performance and efficiency.

  • Review created and completed tasks.

  • Setup standardized or custom payer and authorization rules to ensure compliance.

put documentation in its place.
ask about TIMS Inbound Document Routing.


We are really excited about TIMS Patient Intake; it is exactly what we need. Right now, our company is very interested in the Lean Business model, and Intake fits right in with the way we are wanting to do business.

- ThedaCare At Home

I love TIMS Inbound Document Routing because it means less paper on your desk. It's less times you have to touch paper and handle it. Nothing gets lost or given to the wrong person.

- Keene Medical Products

TIMS Product Guide

It's a tough industry, but you are tougher. Learn about the features of TIMS Software that can help your business thrive.

Remove obstacles

Automate the management of documents to reduce labor costs, receive timely reimbursements and pass payment audits.