Workflow 04 · Documents and referrals

The fax pile,turned into booked visits.

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.

Works with 20+ EHRs: athenahealth · ModMed · eClinicalWorks · AdvancedMD · Nextech · Healthie · and more
your fax line · this morningexample
ReferralDr. Lin · internal medicinebooked
Lab resultoutside lab · CBCfiled · in review
Records requestorthopedic officereleased
Payer: approvedMRI left kneeauth filed
Payer: deniedknee surgeryappeal drafted
Duplicatereferral sent twicelinked
one referralfax to booked in 9 min
Referral read · fields pulled
Matched and filed to the chart
Booked · referring office told
your numbers, not ours

Every fax is a few minutes of someone’s day. Every referral is a patient deciding whether to wait.

Put in your clinic’s own figures. We’d rather show you your math than quote someone else’s study.

25staff hours a week on faxes
1,250staff hours a year
15referred patients waiting for a first call at any moment

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.

documents and referrals · every kind of fax

Seven kinds of fax, one line. Each one finished.

Scroll to follow it ↓

018:02 AM

A referral fax lands from an internal medicine office: a new patient for an eczema evaluation. Intuo reads every page on arrival.

todaySomeone opens it between calls.
028:03 AM

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.

todayRetyped by hand into the EHR.
03until booked

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.

todayA callback days later, if at all.
04closed

Booked for Tuesday 9:40, and the referring office gets a fax saying so. Receipt: referral filed, visit booked, referring office told.

todayThe referrer calls to ask.
who signs off

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.

018:02 AM028:03 AM03until booked04closed
who's on it

The coordinators who run it. The person who signs off.

Referral CoordinatorReferrals booked, not buried.Medical Records SpecialistEvery fax filed to the right chart.Lab CoordinatorOrders out, results in, nobody lost.
Your referral coordinatorApproves every records release and every packet sent to a payer. Your providers review results and sign appeals.
inside the EHR you already use

Every fax ends up in your chart, not in another inbox.

EHRFinds the patientFiles the fax asPuts it in front of staffBooks the visit
athenahealthIts own patient matching, or a new patientClinical or admin documentA patient case in the work queueLive calendar
ModMedPatient search, or a new patientPatient documentYour team’s list in Intuo, plus emailLive calendar
eClinicalWorksPatient search, or a new patientPDF on the chartA taskThrough healow
AdvancedMDPatient lookup, or a new patientPatient document + inbound referralA patient noteLive calendar
NextechPatient search, or a new patientDocument on the chartYour team’s list in Intuo, plus emailLive calendar
ElationPatient search, or a new patientUploaded documentA referral orderLive 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.

your first 14 days

What we build, test and turn on once you’re onboard.

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.

  1. Days 1 to 3Connect your fax line and EHRYour fax number stays the same. We load your document types, where each one files, your referral rules and your providers’ queues.
  2. Days 4 to 7Read every fax beside your teamEvery real fax is read, sorted and matched while your team works as usual. You see our read next to each one. Nothing files yet.
  3. Days 8 to 11Filing on, one type at a timeResults and records first, then referrals and payer faxes, each once it matches your team’s own work. Your staff approve every filing at first.
  4. Days 12 to 14Referral fax to booked visitThe same-morning text, the booking and the fax back to the referring office run on your real referrals, with a receipt for each.
you stay in control

Intuo does the reading, filing and chasing. Your people make the calls.

It never guesses a patient.An unclear match goes to your team with Intuo’s best guess and the original page. Two charts are never merged on their own.
Nothing leaves without a yes.Records releases, payer packets and appeals go out only after the right person at your clinic approves them.
Every original is kept.Each fax keeps its image and a log of what was read, filed, sent and by whom.
Clinical calls stay clinical.Results are filed and routed. Your providers decide what they mean and sign every appeal.
Approvals, switches and receipts: Visibility and control
questions

What clinics ask first.

Can it read a crooked, faint or handwritten fax?

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.

What if the patient isn’t in our chart yet?

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.

Do we have to change our fax number?

No. Intuo connects to the fax service or the EHR fax inbox you already use, so referring offices keep sending to the same number.

What happens to a payer fax?

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.

What does my team still do?

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.

Is it HIPAA compliant?

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.

A front desk coordinator welcoming a patient
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HIPAACOMPLIANTBAASIGNED WITHEVERY CLINIC

HIPAA compliant. A BAA with every clinic.

Patient data stays protected end to end. We sign a business associate agreement with every clinic before anything touches your chart.

Every call answeredNights, weekends, lunch and the morning rush.
Your EHR stays in chargeEverything is written into your chart, not a side system.
Carrier-approved textingRegistered patient messaging, with opt-outs honored everywhere.
You stay in controlEvery job has its own on/off switch. Start with one.

We don’t take messages.
We finish the work.

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Book your free 48 hours.

Gigi plus one job, live in your clinic and your chart. We start with a short call to pick the job and connect your EHR, with a BAA signed first.

HIPAA compliant · BAA with every clinic