Cloud Workflow Solution:

Referral and Intake Management

How healthcare organizations manage inbound documents is often a critical factor in securing patient referrals. Hospitals and other treatment facilities need to balance speed with diligence in their intake process to ensure they are best positioned to compete with other providers.


Cloud Workflow helps providers accelerate their intake workflow while making the operation more transparent. By breaking down the process into simple steps, intake teams spend far less time chasing late, missing and misfiled faxes and other documents, and more time getting patients into treatment.

Accelerate each step in the intake process from insurance verification to reimbursement.

Improve intake qualification while reducing the cycle time.

Utilize exception workflows to pinpoint and tackle referral hold-ups earlier.

Create a secure, transparent and auditable process.

Access all intake referrals in one place
As a secure, HIPAA compliant, online service, Cloud Workflow can be accessed by authorized users, no matter where they are located. This makes the service ideal for single location providers as well as teams distributed far and wide.
All new referral requests are displayed in your New Referrals folder. Cloud Workflow enables providers to tag, sort and filter referrals, making it simple to organize and distribute work.
Decrease referral processing time through workflow customization


Each step in the referral process is tied to a Cloud Workflow document folder. Dedicated folders can be created for each referring entity.


Documents can also be tagged with the referrer’s name or ID.


The search feature is ideal for pulling up requests based on referring entity, tag, process step or any other captured metadata.
Increase process quality through better workflow visibility
Cloud Workflow tracks each document interaction, creating a detailed time line for each referral. Viewing the timeline shows which steps the referral has passed through along with displaying which tasks have been completed.

  • Who accessed the document
  • What was done to/with the document
  • When the action occurred.

This time-stamped audit trail provides complete process transparency. The time line also enables organizations to quickly identify problems within the process along with employees who might benefit from additional training.

Cloud Workflow Mark-up Tools

Redact and Erase

Black out or remove sensitive or confidential sections of a document.


Add text directly to the incoming document. Once your annotation is saved, the text becomes a permanent part of the document.


Highlighting is useful to outline sections of documents which need additional review.


Customizable text watermarks can be applied to individual pages, a range of pages, or every page in the document.
Digital Signatures

Cloud Workflow Digital Signatures allow users to securely sign and digitally lock critical documents.

Auto-generated signature
Image rendition of signature
Users sign and time-stamp documents using their Cloud Workflow account credentials.

Documents can also  be locked, preventing unauthorized changes from occurring after the signature has been applied. Cloud Workflow’s Digital Signatures is a simple yet highly secure solution for permanently tracking document authorizations.

Click to Route

Each step in the process is represented by a folder. When a step in complete, the user simply selects the next folder in the process. Unlike fixed workflows, Cloud Workflow enables users to choose where the document is routed to next. This approach provides additional flexibility for dealing with problematic requests.

Ready to see more?

Sign up for a personalized one-to-one Cloud Fax Workflow demo