Every referral and fax, read and filed to the chart
Saga automates referral and fax intake. It reads inbound faxes, referral packets, PDFs, portal exports, scanned documents, and handwriting, matches each one to the right patient (or creates the new patient record), and writes structured, verified data straight to the EHR. When a referral is incomplete, Saga requests what’s missing and tracks it to done.
Built for → Infusion · Orthopedics & ASCs · Radiology & imaging · Behavioral health
Care still starts on paper.
Intake staff spend minutes on every document re-keying faxes into the EHR, referrals wait in a queue, and missing documentation is the top reason patients stall before they are ever scheduled.
How Saga processes a referral
Receives the document
Saga reads from your existing eFax inbox, from documents forwarded to Saga, or from your EHR’s incoming document queue.
Reads any format
Faxes, PDFs, portal exports, HIE documents, scans, and handwriting are all read and the key facts extracted.
Matches or creates the patient
Saga finds the existing chart, or creates the new patient record when the referral is for someone new to the practice.
Extracts structured data
Demographics, diagnoses with ICD-10 codes, referring provider and NPI, insurance, and the reason for referral are captured and verified.
Checks completeness
Saga knows what this patient and service require, and requests anything missing. Who it contacts and how is configured for each practice.
Files to the chart
Clean, structured data and the source documents are written to the EHR, ready for scheduling.
What Saga covers
- New-patient referrals and referral packets
- Inbound faxes, PDFs, portal exports, and scanned documents
- Handwritten forms and notes
- Patient matching and new patient creation
- Requests for missing documentation, tracked to completion
- Structured write-back to the EHR with the source document attached
Fewer hours on paperwork. More capacity for patients.
Referral intake questions
Can Saga read handwritten referrals?
Yes. Saga reads handwriting along with faxes, PDFs, portal exports, HIE documents, and scanned documents.
How do faxes reach Saga?
Saga can read from a practice’s existing eFax inbox, receive documents forwarded to Saga, or pick them up from the EHR’s incoming document queue. The practice keeps its current fax number.
Does Saga create new patients?
Yes. Saga matches each referral to the existing chart, and creates the new patient record in the EHR when the referral is for a new patient.
What happens when a referral is missing information?
Saga identifies what is missing for the patient and service, requests it, and tracks it until the record is complete. Each practice configures whom Saga contacts and how.
Does Saga work with my EHR?
Saga works inside Epic, Cerner, athenahealth, eClinicalWorks, MedENT, and other EHRs. It uses a computer-use agent that operates the EHR the way a staff member would, so no API integration or IT project is required.
What results do practices see?
In early multi-site deployments, practices saw 94% less manual back-office work and a 48% increase in labor capacity. Results depend on volume and workflow, so Saga models expected figures against each practice’s own volumes during onboarding.
Comparing options? See how Saga compares with fax OCR, RPA, and outsourced intake →
Stop re-keying faxes.
Live in under a month · writes back to your EHR · your data stays yours