---
id: referral-intake-overview
title: Referral Intake — overview
module: referral-intake
audience: [intake, admin]
roles: [intake_coordinator, referral_coordinator, practice_admin]
type: concept
estimated_minutes: 4
last_reviewed: 2026-04-24
app_route: /facility/{facility_uuid}/referrals
related:
  - referral-intake-new-referral
  - referral-intake-fax-queue-review
  - referral-intake-detail-panel
  - referral-intake-status-transitions
tags: [referrals, intake, kanban]
---

# Referral Intake — overview

Referral Intake is where every patient starts. Faxes, emails, and phone referrals all funnel into a single kanban, move through triage columns, and exit either as an **Assigned** patient ready for a visit or a **Non-Admit**.

![Referral Intake kanban](../../assets/referral-intake/kanban.png)

## The kanban columns

| Column | What belongs here |
|---|---|
| **Fax Queue** | Raw inbound faxes not yet mapped to a patient. OCR parses pages; high-confidence pages auto-create draft referrals. |
| **New Referrals** | Patient created but not yet triaged. |
| **Info Needed** | Waiting on demographics, PCP info, or clinical notes. |
| **Financial** | Insurance verification (IVR) in progress. |
| **Ready for Assignment** | Insurance cleared; awaiting clinician + facility assignment. |
| **Assigned** | Clinician + facility set. The patient drops out of Referral Intake and appears in **Fleet Calendar** scheduling. |
| **Non-Admit** | Declined referrals with reason (coverage, geography, clinical). Terminal. |

## Key surfaces

- **New Referral form** — manual entry. [How to create a new referral](./new-referral.md).
- **Fax Review Queue** (`/fax-review-queue`) — OCR triage with SLA breach timer. [Review the Fax Queue](./fax-queue-review.md).
- **Detail panel** — right-drawer on any card. Six tabs: Details · Documents · Chat · Precharting · History · Notes. [Using the detail panel](./detail-panel.md).

## SLA expectations

By default:

- **Fax Queue → New Referrals:** 4 business hours.
- **Info Needed:** 1 business day per touch.
- **Financial (IVR):** 2 business days.
- **Ready for Assignment → Assigned:** same day.

SLA timers turn red when breached and surface on the Dashboard. Admins tune thresholds in **Administrator → Organization Role Config**.

## Related

- [Status transitions reference](./status-transitions.md)
- [Intake coordinator cheat sheet](../../quick-reference/intake-coordinator.md)