Automations
Behavioral Health
Coming Soon
Intake Automation
Parses referral documents, extracts clinical data, routes patients to the correct care track, and pre-fills chart fields.
Built by Core Engineering
The problem it solves
High-volume behavioral health organizations manually process referral packets, re-entering data that already exists in fax or PDF form — creating delays and errors in the intake process.
How it works
Referral documents are parsed by the agent, which extracts clinical data (diagnosis, history, medications), maps it to Healthie patient fields, routes to the correct care track based on configured rules, and pre-fills chart fields for the receiving provider.