Complex referral packets, labs, imaging, and medication histories — parsed and triaged in seconds, not hours.
The challenge
Referrals arrive with 10+ pages of labs, imaging, and med lists that staff must manually enter
Autoimmune urgency signals are buried in faxed notes — easy to miss
Patients wait weeks because prior auth and insurance checks happen after triage
Referring PCPs lose confidence when referrals go unanswered
The solution
Auto-extract ANA, RF, anti-CCP, ESR, and CRP values from lab reports
AI flags urgent autoimmune presentations for expedited review
Insurance eligibility runs automatically before the scheduler sees the case
Portal collects patient-reported symptom questionnaires before the first visit
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.