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

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
Mentioned in the Build Log
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