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IntakeDesk

A clinical operations decision system that turns messy referrals into triaged, routed, schedulable next actions—safely and fast.

Healthcare
Operations
Decision Systems
Automation
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IntakeDesk

Why it exists

Referral intake is treated like a mailbox, but it’s actually an operational loop: receive → understand → triage → route → act → confirm. When that loop breaks, patient safety and revenue suffer.

What makes it different

  • Turns referral intake into a next-action system, not an inbox.
  • Handles messy documents and missing info without stalling the workflow.
  • Built with clinical safety and escalation paths as first-class concepts.

The broken loop

Referral intake is treated like a mailbox, but it’s actually an operational loop: receive → understand → triage → route → act → confirm. When that loop breaks, staff become the glue, urgency becomes subjective, and the patient experience becomes accidental.

  • Inputs are messy and incomplete by default
  • “Urgent” hides inside noise
  • Every handoff is a chance to lose the patient

What we built

IntakeDesk is a clinical operations decision system that extracts structure from unstructured referrals and drives the next action until the referral becomes an appointment—or an explicit, auditable outcome.

  • Structured referral record from PDFs/faxes/portals
  • Missingness capture (“what we need next”)
  • Triage + routing + action execution (schedule / request info / escalate)

How it works

The system is designed around closing loops, not collecting documents. It normalizes inputs, applies guardrailed logic, and produces actions with accountability.

  • Normalize → extract → classify → route → act → track
  • Rules + escalation paths (not black-box guesses)
  • Audit trail for why a decision/action happened

Constraints & tradeoffs

In healthcare ops, correctness and clarity beat cleverness. The design favors visible reasoning, safe defaults, and workflows that survive bad data days.

  • Tradeoff: fewer “magic” automations, more explainable actions
  • Guardrails > raw speed for triage
  • Build for staff bandwidth, not ideal inputs

What’s different

Most intake tooling stops at “received.” IntakeDesk treats intake as an operating system.

  • Next-action oriented (not queue oriented)
  • Missing info becomes a structured state, not a dead end
  • Routing respects real constraints (location, capacity, diagnosis)

Outcomes

The win isn’t a dashboard—it’s throughput and fewer silent failures.

  • Shorter time-to-next-step for each referral
  • Fewer “lost in the inbox” moments
  • Lower cognitive load for coordinators

What’s next

  • Tighter patient/referrer communication loop
  • More diagnosis-specific routing + safety playbooks
  • Instrumentation to quantify leak reduction and time-to-appointment

If I rebuilt it today

I’d still start with the loop, not the UI. The UI gets beautiful once the system closes actions reliably.

  • Close the loop first
  • Make missingness explicit
  • Make outcomes trackable

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