Frequently asked questions.

Your fax vendor posts each inbound fax to an endpoint we give you, signed with a shared secret using HMAC and a short replay window. That signature is the difference: an unsigned endpoint accepts anything from anyone who learns the URL, whereas a signed one proves the request came from your vendor. The PDF is checked for real PDF magic bytes and a size limit before it is stored, and a fax from an unrecognised number creates the referring provider automatically instead of dropping the referral on the floor.

Refer runs alongside your EHR as the intake queue rather than replacing anything inside it. Referrals arrive by signed fax, by portal federation, or by manual entry, and staff work them here before booking in your own system. If you need a specific integration, tell us what you use — we would rather say "not yet" honestly than promise a connector that does not exist.

Yes, on the Network tier. Portal sources are polled every fifteen minutes, credentials are encrypted and never displayed again, results are matched by external reference so nothing arrives twice, and a portal that breaks is quarantined on its own rather than stalling the others.

Yes — referrals that have not moved in 48 hours surface on the dashboard, and on Group and above a daily digest goes out by SMS or WhatsApp. Because the workflow is enforced rather than free-form, a referral showing as "received" genuinely is still sitting at received.

Because a status that anyone can set to anything stops being evidence. Referrals move received → triaged → scheduled → seen → report sent; illegal jumps are refused and terminal states are frozen. That constraint is what makes the aging report and the leakage numbers worth reading.

The daily job is one queue, sorted with the oldest first, and a small set of buttons that move a referral to its next legitimate state. There is no configuration to learn to work the list, and nothing that requires remembering what step comes next — the system only offers the moves that are valid.

Yes. Your referral records and documents are exportable, and billing is monthly, so leaving is a decision rather than a negotiation.

With a printable status letter that goes back the way the referral came. The referring office does not need an account, a login or any software — which matters, because most referral loops stay open precisely because the other practice never joined the platform.

No. They never touch the system. That is deliberate: any approach that depends on your referrers adopting software only closes the loops where they already have.

Leakage is a referral that leaves your practice and never comes back as a completed visit — the patient goes elsewhere, or nothing happens at all. Published research consistently finds a large share of referrals never close the loop, and that referring providers often never hear the outcome. The cost is a booked visit you had already earned, so the leakage worth fixing first is the kind that dies at intake.

Yes — the BAA is signed inside the signup flow at every tier, not negotiated afterwards. Patient data is encrypted at rest, referral documents live on a private disk rather than a public URL, and the audit trail is hash-chained and append-only so history cannot be rewritten later.

Days, not quarters. You sign up, point your fax line at the signed endpoint, and start working the queue. There is no implementation project, and no sales cycle before you can try it.

Flat per practice: $150, $300 or $600 a month with unlimited staff logins. Per-physician pricing at roughly $99 to $149 per physician per month is the category norm, and per-page fax charges are common on top of it. Neither applies here.