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.
Fragmented referrals
Referrals pour in through faxes, portals, and emails; with no single source of truth.
Slow, manual processing
Staff spend too much time gathering information, verifying coverage, and preparing cases for intake.
Too many systems to update
EHRs, payer portals, spreadsheets, and shared drives all require manual checks and re-entry.
Incomplete or inaccurate data
Missing demographics, insurance details, or referral documents delay clinical and financial clearance.
Sam
Patient Intake AI Agent
98% Referrals auto-captured
AI extracts H&P, orders, and demographics from faxes, emails, and uploads, creating patient records instantly.
Minutes to prepare a case
Sam structures documents, checks completeness, validates insurance details, and readies the chart for scheduling in under 5 minutes.
EHRs updated automatically
Notes, documents, and intake status write directly into the EHR, CRM, and intake tracker. No duplicates and no re-entry required.
No missing data
Sam completes demographics, documents, and insurance details, then transfers for eligibility checks.
< 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
Watch Sam in Action
Sam can read, evaluate and execute patient intake with no human intervention
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
Consult with our Automation Team today!
See Sam live in action & assess how it can help attain a 4x ROI in 3 months
