Imaging reports, medication histories, and prior treatment records — structured for efficient triage.
The challenge
Complex medication histories and prior authorization requirements slow intake dramatically
Imaging reports from multiple facilities arrive in different formats
Workers' comp, auto accident, and commercial insurance require different workflows
Patients often have records from multiple prior providers that need consolidation
The solution
AI extracts current medications, prior treatments, and imaging findings from referral packets
Insurance eligibility checks handle workers' comp, auto, and commercial payers
Patient portal collects pain questionnaires and treatment history before the first visit
Triage rules prioritize based on pain severity scores and prior treatment failures
Full platform
Fax, email, portal — every referral lands in one intelligent queue. No more checking three systems.
Clinical data extracted in seconds. Patient demographics, diagnoses, medications, and labs — structured and searchable.
Configurable rules engine plus AI scoring. Urgent referrals surface first. Missing info gets flagged automatically.
Native integrations with NextGen and eClinicalWorks — plus open APIs for any other EMR. Push patients, pull history, sync statuses. No double entry.
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.
Real-time eligibility verification checks coverage, copay, and deductible before the patient's first visit. Flag issues early so nothing delays scheduling.
Secure, magic-link portal for self-service intake forms, document uploads, and real-time status tracking. No passwords, no app downloads — just a link.
Queue-triggered SMS and email keeps patients informed at every step. Message templates, AI-suggested replies, and full consent management built in.
40+ event types across 12 categories keep your team in the loop. In-app alerts, email digests, and per-user preferences — nothing slips through.
See how IntakeDesk handles your specific workflow — from fax to scheduled appointment.