Intake and order entry
Order intake, from referral to order.
Docflow reads every fax and email that comes in, works out what it is, matches it to the right patient and creates the order in your billing software. Your team only sees the ones that need a person.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
SO-48231 · E0601 CPAP · R.O. · PT-20418
SO-48231 · E0601 CPAP · R.O. · PT-20418
The fax queue never empties.
Retyped by hand
Every referral keyed into your billing software one field at a time.
Documents in the wrong place
Chart notes and prescriptions filed to the wrong patient, or not filed at all.
Referral sources waiting
Slow intake means a slow first call back, and referral sources notice.
From the fax inbox to a ready order.
- 01
Read it
Faxes, emails and uploads, typed, scanned or handwritten.
- 02
Sort it
Prescription, CMN, chart notes, insurance card, or something else.
- 03
Match it
To the right patient and order, by name, date of birth and referring provider.
- 04
Enter it
A new order created in your billing software, or the document attached to the order it belongs to.
New referrals, and everything that follows them.
New referrals
A complete order created from the referral, with the patient, items, payer and provider filled in.
Documents for open orders
Prescriptions, CMNs and chart notes attached to the order that was waiting on them.
Insurance and demographics
Insurance cards and face sheets read and added to the patient.
Your trackers
Logged to the spreadsheet or shared drive your team already uses, if that's part of the process.
When a match isn't certain, a person decides.
Docflow only files a document when the patient and order match. Anything it can't confirm goes to your team with the reason.
Sent to your team
Two possible patients
This prescription could belong to two patients with the same name, and neither date of birth matches the fax. Pick the right one, or tell Docflow where to file it.
Intake questions.
Which systems does it work in?
Brightree, NikoHealth, WellSky, PointClickCare and others, plus your fax inbox, shared email and spreadsheets.
Can it read handwritten referrals?
Yes. Typed, scanned or handwritten, including forms and tables.
What if a referral is missing information?
Docflow flags what's missing and sends it to your team, or asks the referring office for it if that's how your team works.
How fast can we start?
With a 30-day pilot on your real work. If you're not satisfied, you get a full refund.
Start automating your intake today.
See it work through a fax inbox in a demo, then go live with a 30-day pilot.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
HIPAA compliant
SOC 2® Type 1Always on, always improving