What changes for you
- 01
One intake, numbered boxes
Demographics, social worker, payer type, Medicare and SSI details in one page — with duplicate and re-admit warnings.
- 02
Drag in the whole packet
Bulk upload guesses which document is which. Uploads continue in the background while you keep working.
- 03
Email-in referrals
Forward a referral email to one address. Attachments file themselves to the matching patient.
- 04
Your list for today
Follow-ups, missing documents and stalled patients become a to-do list automatically.