Meet Sam
Patient intake without the paperwork
Read, routes, and completes every referral before your staff even opens the fax
Rebuilding intake for speed, accuracy, & scale
Sam automates every step from fax to first visit.
< 1 %
Denials due to intake errors
< 1 hour
Average referral-processing time
2X
Intake team productivity
80%
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Referral-to-admission conversion
Curious about Sam's capabilities?
Carefully coordinated for streamlined processes
Integrate referrals
Logs calls, web forms, and referrals in one inbox. Creates or updates the patient record in the EHR.
Missed-call recovery
Detects missed calls instantly. Sends an SMS with a scheduling link and triggers an automatic callback.
Patient record matching
Checks each new referral against existing patients in the EHR using name, date of birth, and insurance details. Prevents duplicate charts by merging confirmed matches.
Intake board
Displays real-time intake status; new, pending docs, ready to schedule, or completed. Tracks SLAs, conversion rates, and aging.
Automate your entire care coordination pipeline today!
See Sydney live in action & assess how it can help help you automate your processes.
Streamlined from referral to readiness
Automated coordination across documents, data, and scheduling to speed up patient onboarding.
Capture Referrals
Monitor fax inboxes, referral portals, and secure email to capture documents as soon as they arrive.
Classify Documents
Use OCR and NLP to identify patient name, referral reason, diagnosis, provider, and payer details.
Extract Data
Parse key fields and map them into the EHR or intake tracker format.
Assign Tasks
Route each referral to the correct intake or scheduling coordinator based on category, payer, or urgency.
Validate Details
Verify completeness, insurance information, and referral type. Flag missing pages or demographics.
Match Records
Check for existing patient records and create new ones if no match is found.
Handle Exceptions
Route incomplete or illegible faxes to a follow-up queue and generate alerts.
Trigger Eligibility
Mark complete referrals as ready and forward them to the Eligibility Agent for coverage verification.
Reconcile Daily
Cross-check intake tracker and EHR to ensure every referral is processed and assigned.
Capture Referrals
Monitor fax inboxes, referral portals, and secure email to capture documents as soon as they arrive.
Classify Documents
Use OCR and NLP to identify patient name, referral reason, diagnosis, provider, and payer details.
Match Records
Check for existing patient records and create new ones if no match is found.
Extract Data
Parse key fields and map them into the EHR or intake tracker format.
Validate Details
Verify completeness, insurance information, and referral type. Flag missing pages or demographics.
Assign Tasks
Route each referral to the correct intake or scheduling coordinator based on category, payer, or urgency.
Trigger Eligibility
Mark complete referrals as ready and forward them to the Eligibility Agent for coverage verification.
Handle Exceptions
Route incomplete or illegible faxes to a follow-up queue and generate alerts.
Reconcile Daily
Cross-check intake tracker and EHR to ensure every referral is processed and assigned.
Have a different workflow? Customize it for yourself!
Book a free demo call with our team
Supports 3000+ integrations and payers
Consult with our Automation Team today!
See Sam live in action & assess how it can help attain a 4x ROI in 3 months
