Referral Intake Intelligence is an AI-supported workspace designed to help administrative teams process incoming referral documents. It extracts supported fields, highlights missing information, and presents suggested queue routing with the source evidence available for review.
Staff can verify patient identifiers, sender details, dates, and requested services before approving a structured record. The project keeps administrative processing connected to the original document and the person responsible for checking it.


Referral documents arrive in different layouts and levels of image quality. Staff may need to re-enter the same information, check attachments, and investigate possible duplicates before passing a referral into the next stage of the workflow.
A review workspace places suggested values beside their source and separates incomplete or uncertain records for attention. This gives staff a consistent process for checking the information while retaining control over corrections and administrative routing.
Documents enter through approved channels and pass through text recognition and extraction for the supported layouts and fields. The workspace shows suggested values with source references, flags missing items, and identifies possible duplicates for staff review.
Staff accept or correct the information, select the appropriate administrative queue, and approve the record for export. Unsupported documents move to manual processing. Clinical urgency, treatment eligibility, and patient care decisions remain with the clinical team.
Receive documents from approved channels and extract supported administrative fields using text recognition and document-layout processing.
Show suggested values beside their location in the original document so staff can inspect the evidence and correct the record before approval.
Highlight missing information, attachment issues, and possible duplicate referrals, with the original material available to support the review decision.
Present suggested administrative queues with reasons, let staff make the final selection, and retain corrections, approval, and export history with the record.
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