Intake Audits

No rocket science here. Plain, good ol' automation, hard at work. Intake audits automation solution monitors the new referrals in the system every day and validates them against a desired list of required areas before intake.


Step 1

Log in to the system

Step 2

Monitor new referrals

Step 3

Check against set of required areas

Step 4

Clear for intake if all requirements met

Step 5

Simply put, the solution is designed to ensure that no process or documentation required during the intake process is missed out without any human intervention.

The removal of manually sifting through referrals every day to check against the set rules before clearing them for intake can go a long way in improving staff productivity, boosting the influx of referrals, and all the while ensuring your organization is fully compliant with all the intake requirements.


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See how this workflow can deliver tangible ROI to your organization.

Benefits and ROI

  • Prevent patient abuse and ensure the highest levels of quality of care
  • Boost staff productivity by moving them away from manual, rule-based tasks that take up hours of time
  • Empower staff with more time for patient care and less worrying about ensuring administrative documentation is in place

Fill this form for a personalized demo with our team.

See how this workflow can deliver tangible ROI to your organization.

Watch this workflow in action

See how trained robots perform tasks, faster and more efficiently, between systems just like a human user would. Everything you see in the video is performed with no manual intervention.

In the evolving post-acute care landscape, the intake process and its compliant management are crucial to the operational and financial health of any organization. An uninhibited flow of incoming patients combined with the best possible onboarding process and care disbursal mechanism without overburdening the staff is the best possible outcome.

To ensure the care being administered is medically necessary & justified, the plan of care is properly documented, and the charges levied are fair each organization has audit processes in place. Organizations are required to ensure that audit procedures to prevent any patient abuse or neglect are in place. These audits, when performed manually every day, take up a lot of time that could otherwise go towards business-critical activities. But since compliance-required documentation and tasks need to be monitored and adherence needs to be confirmed, intake audits cannot be overlooked. Enter Intake Audits automation.

Fill this form for a personalized demo with our team.

See how this workflow can deliver tangible ROI to your organization.