Once you’re onboard, every referral, result, records request and payer fax that reaches your line is read, matched to the right chart and filed in your EHR. Then each one is finished: referrals booked, results reviewed, releases logged, payer answers worked to a decision. Your team sees only the few that need a person.
Put in your clinic’s own figures. We’d rather show you your math than quote someone else’s study.
Hours a week = faxes a day × minutes each × 5 days ÷ 60. A year is 50 working weeks. Waiting = referrals a week × days until the first call ÷ 5 workdays.
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A referral fax lands from an internal medicine office: a new patient for an eczema evaluation. Intuo reads every page on arrival.
Name, birth date, insurance and reason are pulled into fields, the chart is found or started under your rules, and the referral is filed to the chart. A missing visit note is requested from the sender.
The patient gets a text that morning with real openings. No answer, and a call and a second text follow. The missing note is chased until it arrives.
Booked for Tuesday 9:40, and the referring office gets a fax saying so. Receipt: referral filed, visit booked, referring office told.
Signs: nobody, when the chart match is certain. An unclear page or match goes to your referral coordinator with Intuo’s best guess beside the original. It never guesses a patient.
| EHR | Finds the patient | Files the fax as | Puts it in front of staff | Books the visit |
|---|---|---|---|---|
| athenahealth | Its own patient matching, or a new patient | Clinical or admin document | A patient case in the work queue | Live calendar |
| ModMed | Patient search, or a new patient | Patient document | Your team’s list in Intuo, plus email | Live calendar |
| eClinicalWorks | Patient search, or a new patient | PDF on the chart | A task | Through healow |
| AdvancedMD | Patient lookup, or a new patient | Patient document + inbound referral | A patient note | Live calendar |
| Nextech | Patient search, or a new patient | Document on the chart | Your team’s list in Intuo, plus email | Live calendar |
| Elation | Patient search, or a new patient | Uploaded document | A referral order | Live calendar |
Works with 20+ EHRs, including these and more. Keep your fax number: Intuo works with the fax service you already use, or your EHR’s own fax inbox.
We work in your office beside your team for up to four weeks. Nothing runs on its own until it has worked on your real data, in front of your people.
Most of them, yes. Intuo reads the page image itself, including handwriting, stamps and checkboxes, and checks each field against what it already knows: your chart, your list of referring providers, real diagnosis codes. A field it still can’t trust goes to your team, cropped from the page beside its best reading.
Intuo starts a clean new record from the referral when your rules allow it, or hands it to your team with a proposed match. It never merges two patients on its own.
No. Intuo connects to the fax service or the EHR fax inbox you already use, so referring offices keep sending to the same number.
Each kind runs as its own job. An approval is filed to the order and the visit gets booked. A request for more information gets a packet from the chart for your coordinator to approve. A denial gets an appeal drafted for your provider or coordinator to sign. Each is tracked until the payer decides.
Approve records releases, payer packets and appeals, make every clinical decision, and settle the few faxes Intuo couldn’t place with confidence. The rest is filed, followed up and closed.
Yes. Intuo is HIPAA compliant and we sign a BAA with every clinic before a single fax is read. Every action is logged against the chart it touched.

Gigi plus one job, live in your clinic and your chart. Pick the job that eats your team’s day and watch it get finished. It starts with a short call to connect your EHR, and we sign a BAA first.
Gigi on every call, booking straight into your EHR.
Gigi plus two jobs, like deposits into your POS and signed intake.
Everything in Front Desk, plus recall and cancellation fill to keep the schedule full.
Everything in Growth, plus AI Studio to build and change your own jobs. Coming soon.
Chart sync included in every plan · extra jobs from $150/mo · one-time setup $1,500
Patient data stays protected end to end. We sign a business associate agreement with every clinic before anything touches your chart.