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Information
5.9.0
Related Solutions
Referrals come from everywhere: faxes, EMR, email, online portal. Most practices process them manually. Valerie automates the entire intake workflow, from inbound communication to scheduled appointment, directly inside NextGen.
Unified inbound intake. Valerie pulls all inbound referrals from your fax, EMR, online portal, and email into a single workflow. No more checking multiple systems.
Automatic referral identification. Valerie's AI reads and classifies incoming documents, flagging referrals for processing without anyone touching a keyboard.
Data extraction without data entry. Patient demographics, insurance information, and referring provider details are extracted automatically from the source document.
Verified before it hits your EMR. Every referral is reviewed by Valerie's operations team before syncing, so what lands in NextGen is clean, complete, and ready to schedule.Missing info? We chase it. If required fields are absent, Valerie automatically contacts the referring provider to request them, without involving your staff.
Seamless NextGen integration. Once verified, all referral data syncs directly into NextGen and triggers the next step in your scheduling workflow.