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Referral & Intake Automation

Instant Referral Review & Intake:

Automatically track incoming referrals, analyze source frequency and patterns, and quickly spot high-value partners—without manual spreadsheets

AI-Powered Intake Wizard:

Scan referral documents and auto-populate intake forms, reducing errors and accelerating time-to-care .

Smart Scheduling & Visit Tracking

Advanced Scheduling Calendar

Manage visits with reminders, route optimization, clock-in/clock-out features, and real-time updates

Mobile Point-of-Care App:

Clinicians access full patient charts, clock in/out, and complete documentation from the field

Customizable Documentation

Drag‑and‑Drop Template Builder:

Design your own clinical notes, prior authorization forms, and consent workflows to match your process

AI-Powered Intake Wizard:

Scan referral documents and auto-populate intake forms, reducing errors and accelerating time-to-care .

Secure Coordination & Communication

HIPAA-Compliant Messaging:

One-click access to secure team chats and document sharing, fully integrated into patient charts

Real-Time Collaboration

Notifications and updates flow seamlessly between office staff and clinicians in the field

Revenue Cycle & Insurance Automation

Integrated Billing & Eligibility Checks:

Sync eligibility nightly via PECOS, automate claim submission, and reduce denials

Dashboards & Reporting:

View real-time productivity, RCM KPIs, and revenue insights in a unified dashboard .

Custom Reports & Timeline Analytics

Custom Reporting Tools

Build referral trend charts, competitor comparisons, and performance metrics to inform decisions

Longitudinal Analytics:

Track service activity, referral sources, and clinician utilization over time—no external tools needed.

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