Referral Intake
09 / 10

Capture every inbound referral.

Pull referrals from triage portals, e-consult systems, faxes, and provider queues, then turn them into structured intake records.

2 workflows1 available nowBrowser-based — no API required

Inbound referrals arrive half-structured across portals, PDFs, faxes, and provider queues. Intake teams still have to open each source, extract clinical and scheduling details, prioritize the referral, and enter it into the next system.

Workflow context

These workflows commonly involve triage and e-consult portals, clearinghouse platforms, fax queues, provider referral portals, and customer intake workqueues.

Every inbound referral. Captured and structured.

Asteroid reads referrals from triage and e-consult portals, extracts the key fields, and returns structured intake records — patient, referring provider, reason, priority, specialty, source, and reference ID — ready for review or downstream queues.

What Asteroid returns

  • Patient demographics
  • Referring provider
  • Referral reason
  • Specialty requested
  • Priority / urgency
  • Source and received timestamp
  • Attachments or clinical docs
  • Reference ID
  • Missing information flag
  • Routed intake queue

Before

  • Open referral portals and fax queues
  • Download or read referral documents
  • Extract patient and provider details
  • Determine specialty and urgency
  • Copy fields into intake queues or EHRs
  • Chase missing information manually

After · with Asteroid

  • Pull referrals from source queues
  • Parse patient, provider, reason, and priority
  • Capture source evidence and attachments
  • Create structured intake records
  • Route exceptions for review
  • Keep downstream queues updated

2 workflow templates

These reusable workflow templates can be configured around your referral sources, specialty routing rules, intake queues, required fields, portal accounts, review rules, and output format.

Online-triage referral submissionUK

Triage / e-consult portals

Browser agentCustomer SSO / VPN
Available

Inbound referral capture

Clearinghouse + provider portals

Browser agentCustomer portal login
Coming soon

Disclaimer

Third-party names are used only to identify systems commonly involved in healthcare operations workflows. Asteroid is not affiliated with, endorsed by, sponsored by, or certified by those third parties unless expressly stated. Workflow availability depends on customer authorization, account permissions, configuration, and applicable system terms.