Referral intake & submission automation
Move every referral from arrival to acceptance.
Champ reads incoming referrals, validates the packet, creates the patient record, submits through the required portal or fax channel, and follows every case until it is accepted or needs review.
Referral operations queue
From document arrival to accepted submission
New referrals
Faxes and portal documents classified
Patient records
Demographics and orders entered
Destination submission
Packet sent through the required channel
Missing items
Requests and destination follow-up active
EXECUTION
Continuous
EVIDENCE
Every step
OWNER
Champ
Every channel
in one intake queue
Complete
before submission
Tracked
through acceptance
The operational bottleneck
Referrals enter through one channel and leave through another.
Referrals arrive through fax, email, portals, and shared folders, then must be validated and submitted through a different set of destination-specific channels. Staff carry the packet between systems and chase both missing information and receiving-office status.
Bring us your workflowIncoming documents have inconsistent formats and naming
Demographics and clinical details are re-keyed by hand
Every destination has different packet and submission requirements
Missing information and acceptance status require repeated follow-up
The production workflow
One continuous operation, not another disconnected tool.
Champ coordinates browser, document, API, voice, and human steps around the outcome your team is responsible for.
- 01Collect every inbound referral
Monitor fax, email, portal, and document queues so no referral waits unseen in a separate channel.
- 02Read and structure the packet
Classify documents, extract demographics and order details, identify duplicates, and validate required fields.
- 03Create the record and submit the packet
Enter the referral into the EHR or intake system, attach the source documents, and submit through the destination's required portal, fax, or email workflow.
- 04Follow through to acceptance
Request missing records, monitor destination status, respond to routine requests, and escalate only cases that cannot move forward automatically.
Why it stays reliable
Built around the work, not a brittle integration map.
Your systems can stay exactly where they are. Champ operates across them, records what happened, and improves the workflow as the process changes.
Works with your stack
If your team can access it, Champ can work in it.
Use APIs where they are dependable and managed browser agents everywhere else. No rip-and-replace required.
Change the operating model
Give your team exceptions, not another queue to babysit.
- Documents wait in disconnected inbound channels
- Staff read and key every referral packet manually
- Submission requirements are reconstructed for every destination
- Missing-item and acceptance follow-up are easy to lose between teams
- Every channel feeds one visible intake queue
- Documents become structured records automatically
- Complete packets move through the correct submission channel
- Follow-up continues until the referral is accepted or escalated
More healthcare workflows
One platform across the back office.
Referral intake & submission automation FAQ
Questions healthcare operators ask first.
You have more questions?
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