Stop Manually Processing Fax Referrals
Convert incoming fax referrals into structured clinical workflows—reducing transcription effort, accelerating triage, and enabling closed-loop scheduling and notifications. Built for high-volume hospitals and designed to integrate seamlessly with Epic and other health information systems.
Already trusted by industry leaders
The Problem Hospitals Live With Every Day
Fax referrals remain a critical intake channel—but manual handling creates delays, rework, and limited visibility across intake, triage, and scheduling.
Administrative burden
Teams spend hours sorting, splitting, transcribing, and chasing missing information.
Delays in triage & scheduling
Missing data and inconsistent referral forms create bottlenecks that slow patient access.
Risk & compliance gaps
Manual processes make it harder to prove who accessed what, when, and what actions were taken.
From Fax to Workflow in Seconds
Automate referral ingestion, splitting, transcription, validation, triage routing, and scheduling—while keeping humans in control through side-by-side review and exception workflows.
Core workflow
Referrals are captured from fax (and other intake channels), automatically split into individual referrals, transcribed and validated, and routed into structured work queues for triage and scheduling.
Automatic splitting
Identify referral boundaries using OCR/IDP signals (keywords, forms, identifiers) with optional human confirmation.
Transcription + validation
Extract key fields and validate mandatory data. Trigger exception workflows for missing or invalid information.
Role-based work queues
Dynamic queues prioritize referrals by urgency and service line so teams can focus on what matters most.
Deep Epic Integration — Not Just Document Upload
Use a secure integration gateway to broker connectivity between the PF 360 cloud platform and Epic environments, mapping modern HL7/FHIR messages to Epic interfaces to support bi-directional referral and scheduling workflows.
Integration architecture (high level)
Create / update / cancel
Create, update, or cancel service orders and synchronize lifecycle events as referrals progress.
Attachment routing
Send referral attachments to Epic document management systems for continuity of record.
Bi-directional updates
Receive updates on service orders and appointments and propagate status changes to stakeholders.
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.
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.
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?
Download the technical overview or book a demo to see fax-to-workflow automation, Epic integration patterns, and closed-loop communication in action.
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.