New Referral Intake
Drop a referral PDF to auto-fill the patient record.
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1) Upload PDF
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Drag & drop your PDF
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Extract Patient Data
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Tip: Scanned faxes work best if they’re sharp and not skewed.
Raw OCR (debug)
2) Review & Save
Patient First Name
Patient Last Name
Date of Birth
Phone
Cell
Address
Insurance
Subscriber / Member ID
Referral Reason / Diagnosis
Referring Provider
Referring Facility
Facility Phone
Facility Fax
Referral Date
Save to CRM
Upload PDF to Storage
Saved JSON Preview
{}