Patient referral and surgery coordination
A healthcare organization standardizes patient referral and pre/post-operative workflows with Intellistack Streamline by digitizing referral forms, automating demographic updates, and enforcing regional data-regulation compliance. Intellistack Streamline connects to EHR systems to sync patient, clinical, or operational data.
Problem
Referral management is handled through paper forms, faxes, and manual data entry. Staff repeatedly re-key demographic and insurance data, chase missing consents, and rely on ad hoc processes to route referrals, which delays triage and introduces errors in patient records.
Solution
Intellistack Streamline offers a secure digital intake experience where patients complete referral and consent forms. The workflow searches for existing patient records, pre-populates verified demographic and insurance information from connected systems, collects additional details, and routes signed data into the EHR and downstream queues. Staff receive notifications for triage and referral routing, all with secure, policy-aligned handling of regional patient data.
Benefits
- Faster onboarding across services
- More accurate demographic details
- Shorter triage intervals
- Stronger regional data adherence
- Reduced cross-team coordination
- Improved patient data quality

