Your intake team should be routing patients, not rebuilding referral packets
Your intake team should be routing patients, not rebuilding referral packets
Your intake team should be routing patients, not rebuilding referral packets
Before a referral can move forward, someone has to sort the fax, pull out demographics and payer details, check for missing pages, and piece together what actually came in. Most teams still do that by hand.
Attunement turns each incoming packet into a clean, usable intake file: with key information extracted up front so coordinators can focus on routing and next steps, not manual data entry.
Before a referral can move forward, someone has to sort the fax, pull out demographics and payer details, check for missing pages, and piece together what actually came in. Most teams still do that by hand.
Attunement turns each incoming packet into a clean, usable intake file: with key information extracted up front so coordinators can focus on routing and next steps, not manual data entry.
Cleaner intake workflow
Every incoming packet is organized into a usable intake file without staff retyping information from faxed records.
Faster routing
Demographics, payer details, and relevant history are pulled forward automatically so coordinators can review a clean summary instead of digging through a raw fax pile.
Fewer delays
Missing, incomplete, or illegible pages are flagged at intake before they create downstream scheduling issues or clinical risk.
More capacity when volume spikes
Referral surges can be processed in parallel so the team stays focused on routing decisions, even when the queue jumps overnight.
How it works
From raw referral packet to routing-ready summary
From raw referral packet to routing-ready summary
From raw referral packet to routing-ready summary
Upload packets however they arrive
Upload packets however they arrive
Fax bundles, email attachments, portal uploads, and scanned documents are processed without reformatting.
Fax bundles, email attachments, portal uploads, and scanned documents are processed without reformatting.
Chaotic packets organized into clearly labeled parts
Chaotic packets organized into clearly labeled parts
Multi-page fax packets are sorted into components like insurance cards, referral notes, and labs, with missing or illegible pages flagged before anything moves forward.
Multi-page fax packets are sorted into components like insurance cards, referral notes, and labs, with missing or illegible pages flagged before anything moves forward.
Demographics, payer details, and history extracted without retyping
Demographics, payer details, and history extracted without retyping
Key information is prefilled from the packet so your team stops manually pulling and re-entering the same details for every patient.
Key information is prefilled from the packet so your team stops manually pulling and re-entering the same details for every patient.
Coordinators get a clean routing summary
Coordinators get a clean routing summary
A structured handoff view shows clinician match, program fit, urgency, and insurance so routing decisions happen quickly, without reading through the full packet
A structured handoff view shows clinician match, program fit, urgency, and insurance so routing decisions happen quickly, without reading through the full packet
Where it shows up in your operation
Where it shows up in your operation
Where it shows up in your operation
Standard referral packet, end-to-end
Standard referral packet, end-to-end
Without Attunement
14-page fax arrives at 9am — 40 minutes to extract data, enter EHR, build a routing note
40 minutes to extract data, enter the EHR, and build a routing note
Patient not contacted until 2pm
With Attunement
Packet processed in minutes
Coordinator reviews and confirms routing
Patient is contacted by 9:45 AM
Standard referral packet, end-to-end
Without Attunement
14-page fax arrives at 9am — 40 minutes to extract data, enter EHR, build a routing note
40 minutes to extract data, enter the EHR, and build a routing note
Patient not contacted until 2pm
With Attunement
Packet processed in minutes
Coordinator reviews and confirms routing
Patient is contacted by 9:45 AM
Without Attunement
Packet reaches the clinician missing insurance authorization and a key diagnostic page
Coordinator discovers the gap two days later
Follow-up delays the case
With Attunement
Attunement flags missing pages at ingestion
Coordinator resolves the gap in the same intake session
Incomplete packet caught before routing
Incomplete packet caught before routing
Incomplete packet caught before routing
Without Attunement
Packet reaches the clinician missing insurance authorization and a key diagnostic page
Coordinator discovers the gap two days later
Follow-up delays the case
With Attunement
Attunement flags missing pages at ingestion
Coordinator resolves the gap in the same intake session
Incomplete packet caught before routing
Crisis referral volume surge
Crisis referral volume surge
Without Attunement
35 referrals arrive in 48 hours
Normal intake capacity is 8 per day
A 5-day backlog forms and some patients divert elsewhere
With Attunement
All 35 packets processed in parallel as they arrive
Coordinators focus only on routing decisions
No backlog builds
Crisis referral volume surge
Without Attunement
35 referrals arrive in 48 hours
Normal intake capacity is 8 per day
A 5-day backlog forms and some patients divert elsewhere
With Attunement
All 35 packets processed in parallel as they arrive
Coordinators focus only on routing decisions
No backlog builds
Without Attunement
Referrals arrive across multiple sites in different formats
Routing rules vary by location and coordinator
Cases get delayed or reassigned manually
With Attunement
Packets are structured the same way across sites
Coordinators work from a consistent routing summary
Cross-site intake is faster and easier to manage
Multi-site referral coordination
Multi-site referral coordination
Without Attunement
Referrals arrive across multiple sites in different formats
Routing rules vary by location and coordinator
Cases get delayed or reassigned manually
With Attunement
Packets are structured the same way across sites
Coordinators work from a consistent routing summary
Cross-site intake is faster and easier to manage
Multi-site referral coordination
Without Attunement
Referrals arrive across multiple sites in different formats
Routing rules vary by location and coordinator
Cases get delayed or reassigned manually
With Attunement
Packets are structured the same way across sites
Coordinators work from a consistent routing summary
Cross-site intake is faster and easier to manage