Simplify and manage the intake process – all in one place.Schedule Demo
View The Intake Process All In One Place
Expedite your intake process with a single, digital view of incoming referrals.
Monitor Progress In Real-Time
Patient timelines and referral notes minimize interruption and promote streamlined team communication.
Filter Incoming Referrals
Categorized queues provide an at-a-glance view of the status of existing referrals.
Reduce Workflow Interruptions
Referral assignments allow for better referral organization and an optimized workflow.
Streamline The Intake Process
Refine your intake operation guided by deeper insights.
Improve your intake operation
Data insights provide clarity on parts of the intake process that may need improving.
Share performance data with stakeholders
Quick and easy data exports remove the burdensome task of manual data collection.
Address bottlenecks and avoid referral loss
An overview of active referrals identifies stalled referrals for reassignment or escalation throughout the intake team.
Equip Your Operation For Growth
Harness powerful analytics to better understand and guide your operation.
Better understand the cause of lost referrals
Lost referral statistics can provide clarity into potential deficiencies in your service.
Sort lost referrals by deflection code
Lost referrals by deflection code allows for a deeper understanding of lost opportunities.
Invest wisely in business opportunities
An overview of the referral intake history can direct where to invest time and resources for operation growth.