Annie pulls referrals from fax, portals, and email, extracts the patient data, chases missing documents, and syncs each completed intake straight to your EHR.
See Annie in ActionReferrals arrive as faxes, portal uploads, and emails, often as scanned PDFs. Annie reads each one, pulls out the demographics, insurance, clinical, and referring-provider details, and builds the patient record without anyone re-typing it.
A referral is rarely complete when it arrives. Annie spots what's missing, such as an insurance card, a signed order, or clinical notes, and follows up until it's in the file.
Intakes stall when nobody owns the next step. Annie runs follow-up sequences until every intake is complete, so no referral goes cold in an inbox.
Copy-pasting between systems introduces errors and wastes time. Annie pushes all captured data, including demographics, insurance, and clinical details, directly into your EHR the moment the intake is complete. No re-keying. No data gaps.
Intake is only the first step. Each completed intake moves straight into insurance verification and, when it's needed, authorization, so patients are cleared to start sooner.
Bad data at intake cascades into denied claims and scheduling errors. Annie validates insurance IDs, phone numbers, and demographics in real time, catching mistakes before they create costly problems downstream.
A referral lands by fax, portal, or email, and Annie opens it right away.
Demographics, insurance info, clinical details, and referral data are pulled from the documents automatically.
Annie flags missing documents and follows up until the intake is complete. No manual chasing required.
The finished intake syncs to your EHR, and the patient moves into insurance verification, ready to schedule.
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