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