Receive inbound documents
Every fax in one queue.
Fax and referral workflow
From fax to reviewable work.
Fictional demo data. Staff review flagged items.
Inbound documents
3 activeReferral #0248
Specialist referral
Ready to route
Document #0249
Lab report
Patient match found
Referral #0250
Incomplete referral
Review required
Selected workflow
Specialist referral
Document type
Referral
Patient match
Matched
Requested service
Specialist consultation
Missing information
None detected
Next action
Route to referral queueKeep human oversight
How the workflow runs
How it runs.
Identify and extract
Type identified, details captured.
Match and route
Matched to patient and queue.
Review and track
Uncertain items go to staff.
Features for the queue
Your intake rules. Less manual work.
Document classification
Referrals, results, renewals, records requests, identified on arrival.
Administrative detail extraction
Names, dates, services, referring providers, pulled out.
Patient matching
Uncertain matches go to staff.
Provider and queue routing
To the right provider, location, or queue by your rules.
Missing information review
Missing referral and authorization documents flagged for follow-up.
Review by confidence
Uncertain matches and sensitive actions wait for staff approval.
EMR workflow handoff
Prepared document returned to your workflow.
Referral status and follow-up
Status visible from intake to done.
Questions about Fax & Referral Triage
Referrals, results, renewals, records requests, and prior authorization documents.
Continue exploring
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