Stop typing faxed referrals into the EHR

Referrals still arrive by fax, portal, and email, and someone retypes every one into the EHR. Clicks agents read each referral, create the patient record, verify coverage, and flag what is missing.

See where the hours go

A referral lands in the eFax inbox. Someone opens the PDF, finds the patient's name, date of birth, insurance, and reason for referral, and types it all into the EHR. Then they notice the imaging is missing and call the referring office.

Multiply that by every referral, every day. Referrals pile up behind whoever does intake, and the ones that wait longest are often the ones that should have been scheduled first.

Why the queue never shrinks

Every document looks different

Referring offices send their own forms, scans, and cover sheets, so nothing copies over cleanly.

Half the answers are missing

Missing imaging, notes, or authorizations mean follow-up calls before anyone can schedule.

Volume arrives in spikes

A busy Monday creates a backlog that takes the rest of the week to clear.

Hand the repetitive path to Clicks

Clicks handles

Pulls referrals from eFax, portals, and email
Reads each document and extracts patient, insurance, and clinical details
Creates or updates the patient record in the EHR
Verifies coverage with the payer or the claim with the carrier
Screens each referral against your criteria and labels its urgency
Follows up with the referring office when records are missing

Your team keeps

Review of ambiguous referrals
Clinical urgency overrides
Referring practice relationships
Patient conversations and scheduling

Questions, answered

Can AI read faxed referrals and enter them into the EHR?

Yes. Clicks agents pull referrals from eFax, payer and carrier portals, and email, read the document, extract the clinical and demographic details, and write a clean record into the EHR. The same agent follows up with the referring office when imaging, notes, or a signed authorization is missing.

Which EHRs does Clicks work with?

Epic, athenahealth, ModMed, NextGen Healthcare, and eClinicalWorks are all in scope, and so is any other system your team can log into. No integration project or data migration is required.

Is there a queue when many referrals arrive at once?

No. Every referral is processed the moment it arrives, and the agent works as many at once as you send it, so a spike in volume does not slow anything down.

Does Clicks call and schedule the referred patient?

Not today. The agent does the file work ahead of scheduling: reading the referral, verifying coverage, preparing the chart, and updating the referring office. The patient conversation stays with your team.

Keep reading

SolutionReferral intakeEvery referral read, verified with the payer or carrier, and ready to schedule.GuideHow orthopedic groups use AI without replacing existing systemsAI that works inside the EHRs and payer portals your team uses.Case studyCut APTP admin to zero with 24% fewer admin denialsAn orthopedics group went from roughly 15 minutes of admin per APTP form to none.

Show us the work your team wants off its plate

We map the repetitive path, build the agent, and hand every exception back to your team.