Inside your EMR, not ours
Referral packets, faxed orders, scanned assessments. Somebody has to key all of it in correctly, and that somebody is usually already busy.

- Referral entry
- Same day
- EMR platforms supported
- 8
- Accuracy check
- 2-pass
In practice
We take the intake and back-office keying off your staff. Referrals are entered the same day, orders are attached to the right episode, and scheduling data lands where the biller expects to find it.
Our team works in your EMR under named accounts, so your audit trail stays intact and nothing leaves your system.
What is included
Everything in the scope, written down.
If it is not on this list, it is not in the price. We would rather have that conversation now than in month three.
- Referral and intake entry, including insurance and demographic details
- Assessment and visit note transcription from scanned or faxed source documents
- Physician order entry and attachment to the correct episode
- Schedule building and clinician assignment support
- Document indexing and chart cleanup for older episodes
- Duplicate and mismatch cleanup before month end
How it runs
Five steps, every single chart.
Access set up
Named, role-limited accounts are created in your EMR.
Queue agreed
We take a defined work queue rather than a vague overflow pile.
Entered
Records are keyed the same business day they arrive.
Checked
A second pass catches transposed IDs, dates, and payer mismatches.
Reported
Daily counts and exceptions go back to your intake lead.
Data Entry
Send us ten charts. We'll send back what we find.
A free review of up to 10 charts, with a written summary of what we found. No commitment attached.
