Connects to Everything
You Already Use
IntakeDesk captures referrals from fax, email, and portals — regardless of which EHR your referring providers use. Native EMR integrations eliminate double entry. Real-time eligibility checks verify coverage automatically.
Referral capture
Capture referrals from any source
No matter how referring providers send referrals — fax, email, or portal — IntakeDesk captures them in one unified queue.
Fax Capture
Any EHRDedicated fax numbers for each location. Incoming faxes are captured digitally, converted via OCR, and routed into your intake queue — no physical fax machine required. Works with referrals sent from any EHR, including athenahealth, Epic, Cerner, and any practice that uses a fax.
- Dedicated fax numbers per location
- Automatic OCR and document parsing
- Works with faxes from any source or EHR
- No scanning, no paper, no fax machine
Email Capture
Dedicated email endpoints for digital referrals. Attachments are automatically extracted, parsed, and added to the intake queue alongside faxed referrals.
- Dedicated referral email addresses
- Automatic attachment extraction
- PDF, image, and document parsing
- Single queue with fax referrals
Provider Portal
Referring providers can submit referrals directly through a web portal with structured forms. Data arrives pre-structured — no OCR needed.
- Structured referral submission forms
- Pre-validated patient data
- Real-time referral status for senders
- Reduces follow-up calls from referrers
EMR integration
Push to your EMR — no double entry
Native integrations with NextGen and eClinicalWorks. Open APIs for connecting to any EMR that supports REST, FHIR, or HL7.
NextGen
Deep, bi-directional integration. Push patient records, attach referral documents, pull patient history, and sync statuses — all natively.
- Patient record creation and updates
- Document attachment sync
- Bi-directional status sync
- Patient history lookup
eClinicalWorks
Native connector for patient data exchange. Create patients, attach documents, and maintain a single source of truth across IntakeDesk and eCW.
- Patient record creation
- Document and referral sync
- Bi-directional data exchange
- Status synchronization
Any EMR via Open API
For EMRs that expose REST, FHIR, or HL7 endpoints — including athenahealth, Epic, Cerner, DrChrono, and others — we build a custom connector during onboarding. You're never locked out.
- REST, FHIR, and HL7 support
- Custom connectors built during onboarding
- Patient record push/pull
- Webhook-based event sync
Eligibility verification
Real-time insurance eligibility checks
Verify patient coverage automatically as part of the intake workflow — no more logging into payer portals.
Automatic verification
Eligibility checks fire automatically when a referral is processed. Coverage status appears on the case record before a coordinator touches it.
Full benefits detail
Active coverage, copay, deductible, coinsurance, and plan details — all surfaced in real time. No manual payer portal lookups.
Multi-payer support
Real-time connections to major commercial, Medicare, and Medicaid payers. Coverage issues are flagged automatically for coordinator review.
Cross-platform
Your referring providers use different EHRs? That's fine.
No changes for referring providers
IntakeDesk doesn't require your referring providers to change anything. Whether they send referrals via athenahealth's built-in fax, Epic's Care Everywhere, a traditional fax machine, or email — IntakeDesk captures it all.
The key insight
Referral capture and EMR integration are two different problems. IntakeDesk captures referrals from any source (fax and email are universal), then integrates with your EMR to push structured patient data — eliminating double entry on your side.
See how IntakeDesk fits your stack
Tell us which EMR you use and how referrals arrive today. We'll show you exactly how IntakeDesk integrates with your workflow.