Features
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Book a demo

Tell us how referrals reach your practice today, then pick a time. We set the demo up around your specialty and your EHR before we meet.

How incoming faxes get sorted, split, and read into referrals
How missing information gets requested from the referring office
Triage and scheduling outreach for your specialty
How it fits your EHR and the way your staff work today

Step 1 of 3 · You and your practice

Website

Full name

Work email

Your role

Practice name

Practice website (optional)

Specialty

Providers

Locations (optional)

EHR / practice management system

New referrals per month

How do referrals reach you? (pick any)

FaxE-fax or emailEHR referral inbox / DirectOnline form or portalPhone

What takes the most staff time? (pick any)

Sorting incoming faxes and documentsChasing missing information or recordsInsurance verification / prior authTriaging and prioritizing referralsGetting referred patients scheduledTracking referral status and leakageStaffing or backlog

When would you want this running?

How did you hear about us? (optional)

Tools you use today for faxes, intake or scheduling (optional)

Anything you want the demo to cover? (optional)

Automated referral intake for specialty medical practices. From fax to fully scheduled — automatically.

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Specialties
Referral Intake Automation
Referral Leakage
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Contact

support@intakedesk.co

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