Grow Your Census.AI Intake for Home Health.
In home health, the agency that answers first wins the referral. IntakeFlow gives your intake team a screened, eligibility-checked, audit-ready referral in under a minute. Every rule cited with supporting evidence. Every clinical and admission decision still your team's.
Referral PDF
maria-gonzalez-referral.pdf
Maria G., 74
Memorial Hospital Discharge
Cited from
maria-gonzalez-referral.pdf, p. 4
AI Decision Support
Acceptable · 47s
30-minute walkthrough with your own sample referral. No commitment.
All patient names, payer names, and facilities shown in mockups below are fictitious examples for product demonstration.
Fictitious example. Not real patients, payers, or facilities.
Security built for healthcare
Intake Is
Broken.
We Rebuilt It.
Four numbers the home-based-care industry keeps missing. Four ways IntakeFlow fixes them.
Benchmarks validated across home-health intake teams. The 70-minute referral packet is what we automate, so your intake team doesn’t have to read it line by line.
- 01Speed to referral
- 02Protect the revenue you win
- 03Give your team back the day
- 04Affordable pricing
Speed to referral
64% close rate
The agency that screens first, wins the referral.
Home-health referral close rates fell from 77% to 64% in two years (Rowan Report, 2025). Hospital case managers send the same patient to three agencies at once and book whoever responds first. Every referral your intake team takes 24 hours to screen is a referral a faster competitor already accepted. That is lost census, not lost paperwork.
With IntakeFlow
The AI prescreener reads the referral packet the moment it lands, surfaces payer, diagnosis, geography, and staffing fit, and gives your intake team an AI suggestion in minutes. Your team makes the call, but they make it before the case manager picks up the phone for agency number two. Same headcount, more accepted episodes.
Sources: HCHB 2026 capacity analysis, HHCN 2026 forecast, CMS CY 2025 HH Final Rule (484 acceptance-to-service), AutomationEdge referral intake analysis.
Sources: HCHB, HHCN 2026, CMS CY 2025 HH Final Rule (484 acceptance-to-service), AutomationEdge.
Intake Is Broken. We Rebuilt It.
1/4
01 · Speed to referral
64% close rate
The agency that screens first, wins the referral.
The AI prescreener reads the referral packet the moment it lands, surfaces payer, diagnosis, geography, and staffing fit, and gives your intake team an AI suggestion in minutes. Your team makes the call, but they make it before the case manager picks up the phone for agency number two. Same headcount, more accepted episodes.
02 · Protect the revenue you win
1 in 4 referrals lost
Catch the denial before the start of care, not after.
Real-time eligibility checks every referral against the payer at intake, not after SOC. Medication review flags high-cost and IV drugs before your nurse walks in the door. Patient liability and plan status are visible before your team commits a visit, so you stop delivering care you will not get paid for.
03 · Give your team back the day
70 min saved
Get back 70 minutes per referral. Every referral.
IntakeFlow compresses each referral review from 90 minutes to about 20 by pre-filling the chart from the packet, running eligibility and medication review in parallel, and writing every action to an immutable audit log. Hours your intake team spent re-reading PDFs go back to discharge-planner calls, family conversations, and the next accepted referral.
04 · Affordable pricing
1 price, every feature
Pricing built for how home-health agencies actually buy.
IntakeFlow's pricing is tailored to your agency's size and referral volume, not bolted on after a sales pitch. Prescreener, real-time eligibility, medication review, and HIPAA audit log are all included. Pricing is a 15-minute call.
The AI prescreener. Plus everything intake needs.
1/6
AI Prescreener
Upload a referral from any source. In under a minute, your intake team gets a screened, cited decision they can act on. Click any flagged rule to see the supporting evidence.
- Patient
- Maria G., 74
- Diagnosis
- CHF, Type 2 DM
- Payer
- Humana MA Gold HMO
- Homebound
- Confirmed
Payer List
Maintain your payer list once. Every referral shows In-Network / Out-of-Network / Not Accepted at a glance, so payer-driven declines surface before your intake team picks up the phone.
Real-time Eligibility
Run X12 270/271 eligibility checks against payers and Medicare directly from the referral. See active coverage, plan name, plan type (commercial, Medicare Advantage, Medicaid MCO, Medicare FFS), and the full verification history one click away from the next intake decision.
Verified real-time · just now
Medication Review
Every med on the referral extracted and ranked. High-risk drugs surface before admit: anticoagulants, insulin, opioids, anything that affects staffing or PDGM comorbidity scoring. Your clinical team knows what they're walking into.
E-Fax Built In
Every inbound fax lands in your queue already prescreened. No paper, no standalone fax service, no extra logins. A HIPAA-compliant fax number is provisioned on signup.
- Patient
- Patricia O., 77
- Diagnosis
- Type 2 DM
- Payer
- Anthem Medicare Advantage
Offender Screening
Sex offender registry search runs on every referral as part of intake. Flagged matches surface before admission so your intake team can document, escalate, and stay survey-ready.
One referral.
One loop.
The prescreener, fluent in home-health.
Clinical and payer fit, surfaced on every referral. The AI reads each packet with home-health context, runs real-time eligibility, and cites the evidence so your intake team can verify in seconds.
70 → 1min
Packet review on the same referral, before and after IntakeFlow.
AI on the referral
- Home-health-tuned prescreener. Every referral scored against your rules, with the matching evidence cited from the source document.
- Homebound evidence, face-to-face encounter date, and certifying provider pulled straight from the packet for your intake team to verify.
- Medication list reviewed against NADAC pricing. High-cost and IV drugs flagged before admission, not after.
Built for the workflow
- Real-time eligibility on every payer, returned in seconds. Plan type, coverage dates, and Medicare Advantage enrollment surfaced on the same screen.
- Payer list with In-Network, Out of Network, and Not Accepted statuses driving the AI suggestion, so the rules match the contracts your agency actually holds.
- HIPAA-compliant fax inbound and outbound, audit-logged. Referrals land in the queue from the same number your sources already use.
Survey-ready
- Sex-offender registry search runs on every referral as part of intake.
- Every AI suggestion is cited to the source document. Audit log ready for the next 484 acceptance-to-service review.
Fictitious example. Patient and payer names shown are for product demonstration only.
Watch the AI prescreener think.
scroll to play
elapsed
Maria Gonzalez, 74
Humana MA Gold HMO · CHF, Type 2 DM
Cited from
maria-gonzalez-referral.pdf, p. 4
Fictitious example. Patient and payer names shown are for product demonstration only.
We don’t replace your EHR. We sit in front of it.
IntakeFlow owns the pre-admission decision. Your EHR keeps owning clinical documentation, scheduling, billing, and OASIS. The accepted patient hands off cleanly. No data migration. No EHR switch.
01 · Before IntakeFlow
Fax, email, portal, manual upload
Every channel your referral sources already use.
02 · IntakeFlow (the new layer)
Prescreen. Verify eligibility. Flag meds. Decide.
AI suggestion, cited evidence, real-time X12 270/271, NADAC pricing, audit log.
03 · After IntakeFlow
Your EHR keeps running
Clinical, OASIS, scheduling, billing. Accepted patient hands off cleanly.
Integrations in place
Clean structured exports of accepted referrals push to whichever EHR your agency already runs. Inbound document imports and referral packets land in IntakeFlow from your existing fax line, email, and referral portal.
Behind every referral is a real patient waiting on care.
Every turn-away, every late start, every hour lost to manual review is a person who needed help and got it slower, or not at all. IntakeFlow exists to close that gap, one decision at a time.
Frequently Asked Questions.
Straight answers. If we don’t do something yet, we say so.
We built IntakeFlow for home-health agencies, not for enterprise budgets. Pricing scales with your agency volume so you only pay for what fits. We'll walk through the right fit and quote on the demo call.
See IntakeFlow on a real referral.
Discharge planners route to whoever answers first. In a 30-minute walkthrough, see IntakeFlow prescreen one of your own referrals, surface the financial risk, and produce an audit-ready record before your intake team picks up the phone. Live, on your workflow.
BAA included in onboarding. Review our security posture.