# IntakeDesk

> IntakeDesk is referral management software that automates patient intake for specialty medical clinics. It captures referrals from fax, email, and portal sources, uses AI to extract clinical data (demographics, diagnoses, medications, labs, insurance), deduplicates patients, auto-triages by urgency, verifies insurance eligibility, and routes complete patient packets to schedulers. Built for rheumatology, cardiology, oncology, orthopedics, neurology, gastroenterology, and pain management clinics.

IntakeDesk replaces manual fax-and-spreadsheet workflows with a single intelligent intake queue. Key differentiators:

- **Unified Inbox**: Fax, email, and portal referrals land in one searchable queue
- **AI-Powered OCR & Parsing**: Extracts patient demographics, diagnoses (with ICD-10), medications, lab results, and insurance from scanned documents with >95% accuracy
- **Smart Triage**: Configurable rules engine plus AI urgency scoring; missing-info detection flags incomplete referrals automatically
- **EMR Integration**: Native bi-directional connectors for NextGen and eClinicalWorks; open REST/FHIR/HL7 APIs for any EMR
- **Fax Ingestion**: Dedicated fax numbers and email-to-fax bridges eliminate physical fax machines
- **Insurance Eligibility**: Real-time payer verification of coverage, copay, deductible before scheduling
- **Patient Portal**: Magic-link portal for self-service intake forms, document uploads, and real-time status tracking
- **Automated Messaging**: Queue-triggered SMS and email with templates, AI-suggested replies, and consent management
- **Referral Analytics**: Referrer leaderboards, geographic heat maps, KPI dashboards, and CSV/PDF export
- **HIPAA-Aligned Security**: Encryption at rest and in transit, BAA included, audit logging, role-based access, US data residency

Pricing is contact-based with three tiers: Practice (single location), Network (2–5 locations), and Enterprise (unlimited, with custom SLAs).

## Product Pages

- [Homepage](https://intakedesk.co/): Full product overview, features, how-it-works, pricing preview, and FAQ
- [Pricing](https://intakedesk.co/pricing): Detailed plan comparison with feature matrix
- [Documentation](https://intakedesk.co/docs): API reference, authentication guides, and EMR integration setup
- [Blog](https://intakedesk.co/blog): Articles on referral management, intake automation, and healthcare workflow optimization

## Specialty Pages

- [Rheumatology](https://intakedesk.co/specialties/rheumatology): Referral intake automation for rheumatology clinics
- [Cardiology](https://intakedesk.co/specialties/cardiology): Cardiology referral management with EKG/echo parsing
- [Orthopedics](https://intakedesk.co/specialties/orthopedics): Orthopedic referral intake with MRI/imaging automation
- [Neurology](https://intakedesk.co/specialties/neurology): Neurology referral intake with EEG and medication parsing
- [Oncology](https://intakedesk.co/specialties/oncology): Oncology referral management with pathology report extraction
- [Gastroenterology](https://intakedesk.co/specialties/gastroenterology): GI referral intake with colonoscopy screening triage
- [Pain Management](https://intakedesk.co/specialties/pain-management): Pain management referral intake with imaging and medication history

## Optional

- [Privacy Policy](https://intakedesk.co/privacy)
- [Terms of Service](https://intakedesk.co/terms)
- [Full LLM Context](https://intakedesk.co/llms-full.txt): Expanded product detail for deeper AI analysis