01
Sort the fax inbox
Read long or mixed fax packets, separate the documents, and identify the patient and type of work for each one.
/Referrals agent
Stop working referrals out of the fax inbox.
Shasta watches the incoming fax line, reads each document, and puts the information where it belongs. Referrals become patient records, signed plans of care land in the right chart, and incomplete packets are flagged for follow-up.
Learn MoreINPUT / WORK / ACTION
01 / Fax
02 / Chart
PatientJordan Lee
DiagnosisRight knee pain
InsuranceAetna PPO
Hi Jordan, ready to schedule your first visit?
03 / Filed
( fig. 02 )
/What it handles
The routine work your staff should not have to chase.
Shasta works through the normal cases. Anything that needs judgment goes to your team with the details already gathered.
Starts with
A referral, signed plan of care, or other document in the fax inbox
Done when
The document filed, the patient record ready, and the next action started
Works across
FaxDocument inboxEMRSMSEmail
02
Create the chart
Pull demographics, diagnosis, insurance, referring provider, and order details, then find the existing patient or create a new chart.
03
Put documents in the right place
Attach signed plans of care and other returned documents to the correct patient without the download and upload routine.
04
Start patient outreach
Text the referred patient to schedule, notify your team, or ask for missing information based on how your clinic handles referrals.
( fig. 03 )
/How it works
From incoming work to an updated patient record.
01
A fax arrives
Shasta picks it up from the same inbound line your team uses today.
02
The packet is sorted
It identifies the document type, patient, provider, and what needs to happen next.
03
The EMR is updated
Shasta matches or creates the patient, enters the details, and uploads the original document.
04
The referral moves forward
Patient outreach starts, or staff get a clear follow-up item when something is missing.
When the job is done
An inbox that is worked throughout the day
Patient records created without duplicate charts
Outreach started as soon as the referral is ready
( fig. 04 )
/Set up for your clinics
Built around the way your front desk already works.
Set up around your rules
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
A clear record of the work
Open any task to see what came in, what happened next, and what changed in the patient record.
A handoff when one is needed
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Explore the agent team
Calling and Texting Agent
Answer, schedule, and follow up across every patient channel.
Benefits Agent
Verify the details that determine coverage and collection.
Prior Authorization Agent
Submit and monitor requests through payer resolution.
See how the referrals agent fits into your front desk.
Bring us the workflow. We will map it against your systems and clinic rules.