Feature Spotlight: Automate Referral Intake from Fax to EMR

Articles Product Resources Jun 10, 2025

For specialty clinics, referral intake is a daily grind. Staff spend hours matching patients, reviewing documents, entering details, and creating referrals manually in the EMR.

Inbox Agent now automates that entire step.

With Auto-referral, Inbox Agent reads incoming referral letters, identifies the patient and referring provider, and creates the referral directly in your EMR — all without staff intervention. It works based on confidence thresholds you set for patient match, physician match, and document classification.

This means referrals can be triaged and actioned immediately — not days later.

How It Works

📠 Fax received
🧠 AI classifies the document and extracts referral details
📁 Referral is created directly in the EMR
📌 Task optionally generated for review or triage
📤 Can trigger downstream automations — intake forms, appointment scheduling, notifications

Why This Matters for Your Clinic

✅ Saves time spent on manual referral intake
✅ Reduces risk of delays or missed referrals
✅ Supports consistent, standardized intake workflows
✅ Enables full automation: from referral → intake → booking

Want to see this in action or learn how to configure it?
Book a demo and we’ll walk you through it.