Configure Referral Intake for your facility
This page is for admins turning Referral Intake on — or adjusting SLAs, fax numbers, and OCR thresholds.
1. Set your inbound fax number
- Open Administrator → Organization Role Config (the admin surface, not the facility sidebar).
- Under Facility Settings → Fax, enter the eFax number your clearinghouse provisioned.
- Save. Test by having your clearinghouse send a 1-page fax — it should appear in the Fax Review Queue within 2 minutes.
2. Tune SLA timers
Defaults are 4 hours / 1 day / 2 days / same-day. Override per facility under Facility Settings → Intake SLAs.
3. OCR confidence thresholds
- Auto-Create threshold — default 85. Above this, the system creates a draft referral automatically. Lower this if your fax quality is poor; raise it if too many incorrect drafts are being created.
- Manual-Only threshold — default 60. Below this, the page goes to Review without auto-creating.
4. Seed payers
Medipyxis ships with 4,118+ US payers. If a local payer is missing, submit Administrator → Payers → Request add. Turnaround is 1 business day.
5. Assign coordinators
In HR & Compliance → Facility Users, assign the intake_coordinator role to the people who will own the queue. Only users with this role (or admin) can convert faxes.
6. Set auto-assignment rules (optional)
Administrator → Referral Rules supports rules like "If payer = Medicare and urgency = Routine, default Assigned Clinician = Dr. X". Order matters — first matching rule wins.