📨 Referral Assist

Better clearance for your fax machine

Your staff shouldn't squint at faxes and type patient data. Referral Assist reads the fax, extracts the data, and presents it for verification—cutting referral processing from 10 minutes to 2.

Before Manual referral processing
  • Squint at fax to read patient name
  • Manually type DOB, insurance, diagnosis
  • Search for duplicate patients
  • 10+ minutes per referral
After Referral Assist
  • AI reads and extracts patient data
  • Staff verifies side-by-side with original
  • Duplicates flagged automatically
  • 2 minutes per referral
10+ min 2 min

Per referral processing time

Manual Automated

Data extraction

Error-prone Verified

Data accuracy

The Pipeline

From fax to verified data

Every referral flows through the same reliable pipeline. AI does the heavy lifting; humans verify the result.

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Step 1

Fax Arrives

Referral comes in via fax-to-email. Our system picks it up automatically.

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Step 2

OCR Extraction

Azure Document Intelligence reads the fax—even messy handwriting.

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Step 3

AI Parsing

GPT-4o extracts patient name, DOB, diagnosis, referring provider, and more.

Step 4

Human Verification

Staff reviews extracted data side-by-side with the original. Confirm or correct.

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Step 5

Ready for Entry

Verified data is clean and complete. Manual entry into your EHR takes minutes, not hours.

Features

Built for real-world referrals

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HIPAA Compliant

Runs on Azure's HIPAA-eligible infrastructure with BAAs in place. PHI never leaves the secure boundary.

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Handles Messy Faxes

Handwritten notes, poor scan quality, mixed formats—Document Intelligence has seen it all.

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Deduplication

Already have this patient? Already received this referral? We catch duplicates before they waste your time.

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Audit Trail

Every action logged. Every document retained. Your compliance team will love it.

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Multi-Location Support

Route referrals to the right office automatically based on patient location or provider.

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Analytics Dashboard

Referral volume, processing time, top referral sources—visibility into your intake pipeline.

Human in the Loop

AI assists. Humans decide.

Referral Assist never auto-populates your EHR. Every piece of extracted data is verified by your staff before it goes anywhere. The AI does the grunt work; your team makes the final call.

What AI does:

  • • Reads the fax (OCR)
  • • Extracts patient data
  • • Flags potential issues
  • • Checks for duplicates

What humans do:

  • • Verify extracted data
  • • Correct any errors
  • • Approve final record
  • • Enter into EHR

Stop squinting at faxes

Let AI do the reading. Your staff does the verifying. Referrals get processed in a fraction of the time.