Orthopedic Referral Intake Automation
MRI reports, X-ray findings, and surgical consult requests — captured and structured automatically.
The challenge
Why Orthopedics clinics struggle with referral intake
Imaging reports arrive as multi-page faxes requiring manual review to extract findings
Surgical consult urgency is hard to assess without structured data
Workers' comp and auto accident referrals need different insurance workflows
High referral volume leads to lost or delayed appointments and patient leakage
The solution
IntakeDesk for Orthopedics
OCR extracts MRI findings, fracture details, and body region from imaging reports
Rules engine separates surgical consults from conservative management referrals
Insurance eligibility checks handle workers' comp, auto, and commercial payers
Patient portal collects injury history and functional questionnaires pre-visit
Full platform
Everything your orthopedics clinic needs
Unified Inbox
Fax, email, portal — every referral lands in one intelligent queue. No more checking three systems.
AI-Powered Parsing
Clinical data extracted in seconds. Patient demographics, diagnoses, medications, and labs — structured and searchable.
Smart Triage
Configurable rules engine plus AI scoring. Urgent referrals surface first. Missing info gets flagged automatically.
EMR Integration
Native integrations with NextGen and eClinicalWorks — plus open APIs for any other EMR. Push patients, pull history, sync statuses. No double entry.
Fax Ingestion
Dedicated fax lines, email-to-fax bridges, and direct fax API capture — every page lands in your queue automatically. No scanning, no sorting, no fax machine required.
Insurance Eligibility
Real-time eligibility verification checks coverage, copay, and deductible before the patient's first visit. Flag issues early so nothing delays scheduling.
Patient Portal
Secure, magic-link portal for self-service intake forms, document uploads, and real-time status tracking. No passwords, no app downloads — just a link.
Automated Messaging
Queue-triggered SMS and email keeps patients informed at every step. Message templates, AI-suggested replies, and full consent management built in.
Real-Time Notifications
40+ event types across 12 categories keep your team in the loop. In-app alerts, email digests, and per-user preferences — nothing slips through.
Ready to automate orthopedics referral intake?
See how IntakeDesk handles your specific workflow — from fax to scheduled appointment.