Everything you need
Built for specialist practices
Reduce admin burden, eliminate lost referrals, and keep patients and referrers informed at every step.
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AI Document Processing
- Our AI reads incoming documents, extracts patient details, identifies document type, and matches to existing records automatically.
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Multi-Channel Intake
- Receive documents via dedicated fax numbers, email forwarding, or manual upload. All common formats accepted.
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Configurable Triage
- Define your own triage categories with timeframes. Each option can trigger specific workflows and automatic task creation.
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Task Management
- Built-in task system tracks work across your practice. Tasks auto-create from triage decisions, document flags, and workflow triggers.
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Mobile Friendly
- Clinicians can review documents and triage referrals from any device. Push notifications alert them to new items.
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Appointment Tracking
- Clear due dates for every referral. Staff see exactly when appointments need to be booked to meet clinical timeframes.
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Online Patient Forms
- Create custom registration forms, medical history questionnaires, policies, and consent forms. Patients complete and sign electronically before their appointment.
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Patient SMS
- Automatic SMS notifications keep patients informed about their referral status, reducing inbound phone calls.
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Referrer Updates
- Keep referrers informed with status updates. They'll know their patient is being looked after without chasing your office.
See it in action
Clean, intuitive interface
Dashboard overview
See your workload at a glance
Triage queue
Review and triage referrals efficiently
Appointment requests
Track and manage appointment requests with clear due dates
Form builder
Create custom patient forms with drag-and-drop ease
Workflow automation
Automate notifications and tasks with customizable workflows
Triage configuration
Configure triage options to match your clinical workflow
Ready to streamline your referrals?
Start your 2-month free trial today. No commitment required.