Products / 1° – Referral Intake

1° – Referral Intake

Referrals Should Move as Fast as Care.
Referral intake shouldn’t be a bottleneck. 1° – Referral Intake Intake automates every step—capturing, processing, and operationalizing referrals instantly. With AI-driven speed and seamless HCHB integration, teams eliminate delays, reduce manual work, and ensure every referral moves forward without disruption.

Product

Overview

Every referral is an opportunity—but only if it moves through intake quickly, accurately, and seamlessly. 1° – Referral Intake automates the entire process, capturing referrals from multiple sources, extracting key data, and instantly operationalizing them in HCHB.

With AI-powered automation, referrals no longer sit in fax queues or get stuck in one of dozens of portals, waiting for manual processing. Instead, they flow directly into your system, triggering workflows, alerts, and actions that keep your team ahead—so patients get the care they need, faster.

Decision Time

0Sec

Accuracy

0%+

Transparency

0%

Product

Key Features

  • 1

    AI-Driven Referral Processing
    Seamlessly captures and processes referrals from multiple portals, faxes, and sources, consolidating them into a single dashboard.

  • 2

    AI-Driven Fax Intake
    Eliminates manual fax processing by using AI to extract, analyze, and operationalize referral data instantly.

  • 3

    Lightning-Fast Intake Decisions
    With an average decision time of just 10 seconds, referrals are processed and ready for action faster than ever.

  • 4

    Automated Eligibility Verification
    Instantly checks patient eligibility within intake workflows, eliminating delays and reducing unnecessary non-admits.

  • 5

    Seamless HCHB Integration
    Automatically enters referrals into HCHB and syncs data into a centralized dashboard for full visibility.

  • 6

    Real-Time Alerts & Task Triggers
    Keeps your team informed with automated notifications via Microsoft Teams, triggering next steps in the intake process.

  • 7

    Enterprise Dashboard & Analytics
    Delivers real-time insights on referral trends, performance metrics, and operational efficiency—empowering data-driven decisions.

  • 8

    Workforce Optimization


    Reduces manual effort and administrative burden by near-autonomously handling intake operations—allowing teams to focus on patient care.

How It Works

Referrals Streamed Instantly

Captured from portals, faxes, and sources into one workflow.

AI-Driven Decisioning

Analyzes referrals using branch, payer, and patient-level rules.

Eligibility & Verification

Checks eligibility and existing patient records before intake.

Seamless HCHB Entry

Automatically enters referrals into HCHB without manual work.

Automated Actions & Alerts

Triggers tasks and updates via Microsoft Teams in real-time.

Insights & Reporting

Tracks referral trends, efficiency, and operational performance.

How It Works

Referrals Streamed Instantly

Captured from portals, faxes, and sources into one workflow.

AI-Driven Decisioning

Analyzes referrals using branch, payer, and patient-level rules.

Eligibility & Verification

Checks eligibility and existing patient records before intake.

Seamless HCHB Entry

Automatically enters referrals into HCHB without manual work.

Automated Actions & Alerts

Triggers tasks and updates via Microsoft Teams in real-time.

Insights & Reporting

Tracks referral trends, efficiency, and operational performance.

Interested?

Get Started Today

One step, one degree forward—is all it takes. Let’s talk

One step, one degree forward—
is all it takes. Let’s talk