Referral Intake & Smart Assignment

Stop Losing Referrals to Delays & Manual Intake

Every delayed referral is lost capacity and lost margin. Medipyxis turns faxes and emails into clean intake, verifies insurance before you schedule, and recommends the right clinician—so you can schedule faster without adding intake staff.

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Intake speed is survival in 2026.

Most clinics don’t lose referrals because they aren’t getting them. They lose referrals because intake gets clogged—someone has to interpret a fax, type it in, chase missing fields, and the referral sits.
Medipyxis removes that labor tax so you can respond faster, hit first-visit targets, and increase volume without increasing overhead.

Everything You Need to Move a Referral to a Scheduled Visit

  • Turn fax/email into a structured intake form (no retyping)

  • Prevent duplicate patients and duplicate charts

  • Verify insurance before scheduling (so visits are billable)

  • Recommend the best clinician based on drive time + workload

  • Place the patient on the right day/time (without guessing)

  • Track every referral status so nothing gets lost

Medipyxis doesn’t stop at scheduling

Intake is connected to clinical workflow and billing capture, so the referral turns into revenue without broken handoffs.

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Fax to intake form—without retyping

Referrals still come by fax. That isn’t changing tomorrow. What should change is how much labor it takes to process them.
Medipyxis extracts the key details into a structured intake screen. Your team reviews what’s captured, fills any missing pieces, and creates the patient—fast and repeatable.

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Assign the right clinician in seconds—without guessing

The old way is slow: open maps, guess who’s closest, guess who has capacity, and hope it doesn’t blow up routes.
Medipyxis recommends the best match using distance, workload, and route impact—so intake can assign confidently and protect provider capacity.

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Know where every referral stands

Track each referral from received → reviewed → assigned → scheduled → visited. If something stalls, alerts surface it early so you can fix bottlenecks before referrals go cold.

Want to Know More?

Get in contact with one of our sales representatives. They'll help you see the true power of how Medipyxis can transform your practice.

"Our intake coordinator used to spend entire mornings processing yesterday's faxes. Now she handles them as they arrive—about 90 seconds each. The AI assignment is so accurate that we rarely need to reassign. Referring physicians actually compliment our responsiveness now."

Rose Kavalar

Referral Intake

Keep exploring

See your intake flow in 15 minutes

We’ll show fax-to-intake, insurance validation, smart assignment, and referral status tracking—mapped to your current workflow.

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