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Referral Form

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Healthcare Document Intelligence

The world's best referral form extraction

Accelerate specialist referral workflows with automated form processing. Extract referring and receiving provider details, patient demographics, clinical indications, and urgency levels. Reduce referral leakage and improve care coordination.

referral-form.pdf


Referral date
Mar 18, 2024

Referral number

REF-2024-45678


Urgency

Routine


Patient name

Emily R. Johnson


Patient dob

1989-07-12


Patient phone

(555) 867-5309


Patient address

456 Maple Drive, Seattle, WA 98101


Patient insurance

Aetna PPO


Insurance member id

AET789456123


Referring provider name

Dr. Michael Torres, MD


Referring provider npi

1234567890


Referring practice

Seattle Family Medicine


Referring phone

(555) 234-5678


Referring fax

(555) 234-5679


Specialist type

Cardiology


Referred to provider

Dr. Lisa Wang, MD


Referred to npi

0987654321


Referred to practice

Pacific Heart Specialists


Referred to phone

(555) 345-6789


Referred to fax

(555) 345-6790


Primary diagnosis

Palpitations


Primary diagnosis icd10

R00.2


Secondary diagnoses
1 item
DiagnosisIcd10 code

Anxiety disorder

F41.9


Reason for referral

Patient experiencing frequent palpitations, episodes lasting 5-10 minutes, occurring 2-3 times weekly for past 2 months. ECG showed occasional PVCs. Requesting cardiac evaluation and possible Holter monitoring.


Relevant history

No prior cardiac history. Family history positive for atrial fibrillation (mother). Non-smoker. Moderate caffeine intake.


Current medications
1 item
MedicationDosage

Sertraline

50mg daily


Tests performed
3 items
TestDateResult

12-lead ECG

Mar 15, 2024

Occasional PVCs, otherwise normal

CBC

Mar 15, 2024

Within normal limits

TSH

Mar 15, 2024

2.1 mIU/L (normal)


Services requested
3 items
Value

Cardiac evaluation

Holter monitor

Echocardiogram if indicated


Authorization status

Pending


Authorization number

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Integrations

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DocuPipe captures referral forms from fax queues, EHR exports, or scanned documents. Extract patient info, clinical reasons, and provider details, then route to appropriate specialists and sync with practice management systems.

Sources
EHR/EMR
Fax/eFax
P
Patient Portal
Document Scanner
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Destinations
EHR/EMR
Claims Platform
P
Practice Management
API

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Your business has specific documents with your own rules of how you need to understand them and act on them. Define exactly what you need to extract, reliably, for any layout and language.

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