Receive
Calls, faxes, forms, messages, referrals, and supported system data enter one controlled intake workflow.
Clinic Intake
Front office intake for high-value clinics.
We structure incoming calls to your clinic, verify payer coverage, and prepare complete patient details.
Works alongside your EHR. Activated clinics receive their own dedicated 24/7 front-office intake receptionist.
Syncs alongside your existing EHR
Office Ally, Athena, Epic, Cerner
Dedicated Clinical Executive (RN)
Assigned for onboarding and practice configuration
Real-time 270/271 verification
Instant eligibility & benefits context
Documented BAA included
Full HIPAA audit logging & controls
From disconnected channels to one staff-ready case
Patients and referral partners keep using familiar channels. IntakeBella prepares the information and routes the work before it reaches the person responsible for the next decision.
Prepare
Patient identity, consent, documents, coverage details, authorization requirements, and missing information are organized into a usable case.
Advance
Your team receives prepared cases, exceptions, scheduling work, claims activity, and payment follow-through with clear next actions.
How your clinic runs
One pipeline with the context staff needs
Every record is captured, verified, and assembled before reaching your team. Active clinic records remain strictly partitioned within authenticated staff environments.
01
Unified Intake Capture
Inbound faxes, phone inquiries, digital intake forms, and eRx documents are ingested instantly and extracted into structured case data.
Zero lost faxes or missed calls
02
Coverage & Prior Auth
Automated payer eligibility checks (270/271), benefits verification, and required prior-authorization documentation are organized immediately.
Pre-service financial clearance
03
Staff-Ready Chart Delivery
Staff receive complete, verified charts synced directly alongside your EHR—eliminating manual data entry and triage backlogs.
Synchronized to clinic EHR
What the clinic buys
One implemented intake and revenue-workflow platform for each location, configured around the clinic’s channels, systems, roles, and escalation paths.
Patient access
Voice, fax, online forms, SMS, referrals, and supported data connections.
Intake preparation
Patient registration details, consent, documents, case organization, and missing-information review.
Coverage and authorization
Eligibility and benefits context, payer requirements, prior-authorization preparation, submission support, and tracking.
Revenue follow-through
Claims activity, denials, remittance, patient balances, statements, and payment options.
Clinic operations
Staff queues, routing rules, escalation paths, audit history, and role-based access.
Implementation and support
Workflow discovery, configuration, number provisioning, supported integrations, team setup, testing, and launch support.
IntakeBella handles and prepares
- Intake capture, organization, classification, and routing
- Patient details, consent, documents, and missing-information review
- Eligibility, benefits, and prior-authorization workflow support
- Claims, denials, remittance, and patient-payment follow-through
The clinic stays in control
- Clinical judgment and treatment decisions
- Review of exceptions and sensitive submissions
- Staff roles, clinic instructions, and escalation policy
- Access to payer, clearinghouse, EHR, and payment systems
BAA included
The clinic relationship includes documented HIPAA responsibilities and data handling.
Protected patient data
Encrypted storage, PHI detection, access controls, and audit history support accountable operations.
Connections verified
Supported EHR, payer, clearinghouse, and payment connections are confirmed before launch.
Review your clinic’s actual intake workflow
Share your locations, intake channels, systems, and required workflows. We will confirm fit, implementation scope, and operational alignment with your team.
A clear path before you decide
Receive confirmed implementation scope, workflow design, and a practical activation plan with our clinical team.
Review intake workflowStart with your clinic’s actual intake workflow.
We review your locations, intake channels, EHR, clearinghouse, payer mix, and required workflows before activation begins.