Healthcare template

Referral intake

Agents read faxed and portal referrals, check insurance and find what is missing. Your patient access team works one board from the first page to the scheduled visit.

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The handoff

Give every referral a clear next step.

Before: the work is in the inbox.

The access team opens each fax, copies the details and works out what is missing. The next person has to read it again to know where it stands.

Referral formFax · 2 pages
scanned text · p. 1
PatientEllis RowanReferring officeNorthmere ClinicSpecialtyOrthopedicsPlanAlder Health Plan
Referral order attachedFound · p. 2

After: the work has an owner.

Agents read the pages and check for missing information. The board shows the follow-up, its owner and the source, so staff can move the referral forward.

New routing rule

WhenPlan response says authorization required
Move toPrior authorization
Assign toAvery Chen · patient access
sample plan response · p. 1

Coverage active. Prior authorization is required for the requested service. Authorization status: not received.

Keep the referral waiting for authorization

The app

A board built around patient access.

See what arrived, what needs a follow-up and what is ready to schedule. Ask for a new column or routing rule as your process changes.

Referral intakePatient accessSearchAsk

From received to scheduled

24 open referrals · 6 received today · sample patient records

All specialties
Received1
RF-1042Ellis RowanOrthopedics
Received

Ready for intake check

Fax · p. 1Owner · Avery Chen
Missing information1
RF-1038Arden HaleOrthopedics
Follow-up

Request sent: referral order

Fax · p. 2Owner · Avery Chen
Prior authorization1
RF-1039Casey ArdenImaging
Needs auth

Authorization requested

Plan response · p. 1Owner · Avery Chen
Ready to schedule1
RF-1035Taylor WrenOrthopedics
Verified

Insurance verified

Plan response · p. 1Owner · Avery ChenSchedule
Scheduled1
RF-1031Finley MossCardiology
Verified

22 Oct · 10:30 am

Referral · p. 1Owner · Avery Chen
Prior authorization referrals have their own queue. Avery owns the follow-up.Last intake run · 9:42 am

Illustrative app. All companies, people and figures are sample data.

What it reads

  • Faxed and portal referral documents
  • Patient and referring office details
  • Insurance and authorization responses
  • Orders and supporting attachments

What your team sees

  • A board from received to scheduled
  • Missing information on each referral
  • Insurance and authorization status
  • The owner of each next step

What you set

  • The fields and required attachments
  • Who owns each follow-up
  • Rules for moving between columns
  • When a referral is ready to schedule

Questions

What people ask about referral intake.

Can we add a column for our own intake process?

Yes. Describe the change to the Assistant. It can change your workflows and apps, and every change is shown for your approval.

Can staff check what was read from a referral?

Yes. Extracted values are cited to their pages. Review queues can put each value beside its source passage so a person can approve or edit it.

Can you set up the board for our team?

Yes. We can map your process with you, build the workflows and the app, and hand your team something ready to use.

Is our data used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Can it run in our own environment?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.