Patient contact and referral intake
A healthcare organization connects contact, consent, and referral intake with Intellistack Streamline so a single “contact us” entry can create or update patient records and trigger downstream intake workflows. Intellistack Streamline connects to EHR systems to sync patient, clinical, or operational data.
Problem
Community health teams use separate contact forms, intake packets, and referral processes that are not connected to the patient database. Staff manually create records, re-key demographics, and coordinate follow-up via email or phone, which slows access to services and increases the chance of missing referrals.
Solution
Intellistack Streamline starts with a secure contact form that checks for existing records in the database, creates or updates a patient profile, and triggers consent and intake workflows automatically. Forms are prefilled when possible, signed data routes into the EHR, and staff receive notifications to triage and assign services, reducing manual coordination.
Benefits
- Shorter onboarding timelines
- More accurate records with less duplication
- Clearer insight into referral progress
- Stronger compliance documentation
- More guided patient experience
- Reduced manual coordination
