Schedule growth · Live in production
Every referral read and ready to book
Faxed and emailed referrals are read automatically and turned into a worklist your staff can act on.
This weekSample data
Referrals read64
Patients reached41
Booked23
Slots refilled9
- FaxMole check, Dr. LeeBooked Thu
- EmailNew patient, cleaningBooked Mon
- FaxRash follow-upTexted
- WaitlistCancelled 2:15 slotFilled
Referral intake
What it does
- Reads every packetPulls the patient, insurance, authorization and referring provider from each fax or email, and flags anything uncertain.
- Referrer directoryMatches referring providers to a directory and shows referral counts by referrer.
- Chart matchingLinks each referral to the right chart in the PMS, or creates a new patient.
In production
Referrals read in production
- 850+referrals read and queued in seven weeks
California Dermatology Institute, August to September 2026.
More in Schedule growth
- Referral campaignsThe AI calls and texts referred patients to book them.
- RemindersText reminders patients can confirm or cancel from.
- ReviewsPost-visit rating requests that grow your public reviews.
- WaitlistCallers who can't find a time are texted when one opens.
- RecallOutreach to patients due for their next visit.
- Open-slot fillOffer cancelled slots to patients who want an earlier time.

Run your whole practice on one engine.
Calls, referrals, insurance and payments, connected to the systems you already use.
Or hear the agent now at (415) 830-4281