IFH
⚙️ Operations
2 / 412 min
⚙️Module 2 · Slide 5

Intake & Referral — The Front Door

Intake is the front door of everything we do. Our team gathers all patient information, verifies insurance benefits, and kicks off the prior authorization process right away. Speed and accuracy here are everything.

Why Intake Matters for Sales

Referral sources want to know that when they send us a patient, we're going to handle it. A smooth intake process builds trust fast — and trust is what drives repeat referrals. When you promise a smooth experience, our intake team delivers it.

What Intake Does Immediately

Collects patient demographics and clinical history
Verifies insurance benefits and coverage details
Identifies the correct benefit (medical vs. pharmacy)
Kicks off the prior authorization process
Coordinates with the referring physician's office