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Expertise certifiée des partenaires

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A man and a woman are sitting at a table, looking at each other and smiling.

From Fax to Workflow in Seconds

Automate referral intake, validation, routing, and scheduling while keeping staff in control with side-by-side review and exception workflows.

Optional eReferral Intake (FHIR-ready)
📠
Fax
📥
Intake
📄
OCR
✅
Validate
🧭
Route
Core Workflow

Referrals are captured from fax and automatically split, transcribed, validated, and routed into structured work queues for triage and scheduling.

📠

Automatic Splitting

Identify referral boundaries using AI and OCR with optional human confirmation.

🔎

Transcription + Validation

Extract key fields and flag missing or invalid information automatically.

🗂️

Role-Based Work Queues

Prioritize referrals by urgency and service line so teams focus on what matters most.

Deep Epic Integration — Built for Real Healthcare Workflows

Securely connect PF 360 with Epic using HL7/FHIR mapping to enable bi-directional referral and scheduling workflows.

PF 360 Platform

AI Intake • Workflow Engine • Dashboards • Audit Trail

Secure Integration Layer

HL7/FHIR Mapping • Message Brokering • Secure Connectivity

Epic System

Service Orders • Scheduling • Documents • Messaging

Create, Update & Cancel Orders

Synchronize referral lifecycle events directly with Epic.

Attachment Routing

Automatically send referral attachments to Epic document management systems.

Bi-Directional Updates

Receive real-time appointment and status updates and notify stakeholders instantly.

Referral Lifecycle

Closed-Loop Referral Lifecycle Management

Track every referral from intake to fulfillment with a structured workflow, unique identifiers, real-time status visibility, and an audit-ready history of interactions.

◔Intake
New Fax Referral Received
01/12/2024 · 8:05 AM
📄
Referral.pdf
Place in Queue
Triage
›
Scheduling
›
Booked
›
Completed

End-to-End Visibility

Know exactly where a referral is at every stage of the process, from intake to booking to completion.

Exception-Driven Completion

Identify and resolve incomplete referrals quickly by requesting missing information via fax or secure messaging.

Notifications & Updates

Send milestone updates to referring providers and patients as referrals progress.

Intake
Fewer manual touches, faster sorting, and better data completeness from day one.
Triage
Prioritized work queues and rule-based routing aligned to service lines and urgency.
Scheduling
Faster booking with fewer follow-ups and reduced “where is my referral?” calls.
Trust & Compliance

Security, Privacy & Compliance Built In

Designed for regulated healthcare environments with role-based access, audit logging, secure processing, and standards-based interoperability.

Privacy Controls

Role-based access, audit trails, and secure handling of PHI.

Security Assurance

Operational controls aligned to recognized frameworks and standards.

Interoperability Ready

Integration framework supporting standards-based exchange and secure connectivity with health information systems.

PHIPA
SOC 2 TYPE II
ISO 27001
ISO 27017/27018
FHIR R4
Who It’s For

Built for Central Intake & High-Volume Services

Ideal for hospitals and programs managing large volumes of referrals where speed, completeness, and closed-loop coordination matter.

Diagnostic Imaging

Reduce rework caused by missing fields, accelerate triage, and book faster with fewer follow-ups.

Specialty Clinics

Route referrals by service line and urgency while maintaining a consistent workflow across diverse form types.

Mental Health & Programs

Improve transparency and tracking for time-sensitive referrals with structured status updates and audit-ready trails.

Ready to modernize referral intake without disrupting your current channels?

See fax-to-workflow automation and Epic integration patterns in action.

Book a Demo
Download Overview

Book a Demo

Tell us your referral volume, target services, and integration requirements. We’ll tailor the demo to your intake workflow and Epic environment.

What we’ll cover:
Fax ingestion and automatic splitting
AI transcription and validation
Triage queues + routing rules
Epic integration + lifecycle sync
Closed-loop notifications + reporting

Tell us about your referral workflow

We’ll tailor the demo to your intake workflow, referral volume, and integration needs.

Name
Work Email
Phone (Optional)
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Built for healthcare intake teams, central scheduling, and Epic-connected environments.