Features

Outcomes your team
can work from.

Less chasing, cleaner handoffs, and clearer next steps for intake and billing work.Your team stays in control while IntakeBella organizes the workflow.

Voice·Fax·Forms·Data·API·MCP·EHR
01

Incoming work gets a clearer path.

When intake is logged, IntakeBella helps identify who it may belong to and what should happen next. Your team gets a cleaner queue to work from.

See how it works
New Intake
Fx

Lab Results - CBC Panel

From: +1 (555) 234-5678

Dr. Sarah Chen

Internal Medicine

97% match
02

Urgent items are easier to spot.

Critical lab results, time-sensitive referrals, and prescriptions can be flagged sooner so staff knows what needs attention.

Learn about urgency handling
Priority Intake
Urgent

Stat Lab Results - Potassium Critical

Flagged and delivered to Dr. James Park

Time to delivery3 seconds
03

See the trail behind the handoff.

See what came in, where it was routed, when it moved, and how confident the match was. Filter by date, type, or urgency.

Explore the dashboard
All Types
This Week
All Recipients
Lab ResultsDr. Chen
2m agoDelivered
ReferralFront Desk
14m agoDelivered
PrescriptionDr. Park
1h agoDelivered
04

Fewer places to check.

Patients and partners can keep using familiar channels: voice, fax, forms, API, MCP, or EHR. IntakeBella helps bring that work into a shared queue.

Get started now
Your Fax Line

(555) 234-5678

Your existing number

Connected and receiving faxes
05

Send faxes too.

Need to fax something out? Do it from your dashboard. Type or upload, pick the recipient, and track delivery status.

Try sending a fax
Send a Fax
To

+1 (555) 876-5432

Document

referral-chen-02-13.pdf

Sent successfully
06

Your data stays private.

Intake data is encrypted in transit and at rest. The platform is built with healthcare privacy and auditability in mind.

Read our security practices

Security Status

All systems protected

Encrypted in transit
Encrypted at rest
HIPAA-aware processing
HIPAA Compliant
07

Calls can become usable intake.

Inbound calls can be answered, summarized, and turned into intake records so staff has context before follow-up.

Learn about the 5-Stage Engine
Inbound Call

+1 (555) 234-5678

Prescription call — Dr. Kim

IntakeBella answered in 2 rings
Rx captured — Lisinopril 10mg
Intake record created
08

Forms become less painful.

Patients can talk or type through a guided form. Missing fields can trigger follow-up prompts before the record reaches your team.

See how forms work
Patient Intake Form
Patient Name

Sarah Mitchell

Insurance ID

BCB-9982-4411

IntakeBella asking...

What medication are you requesting a refill for?

intakebella.com/form/riverside-pharmacy
09

A better place to look first.

Search across voice, fax, forms, API, MCP, and EHR-connected intake. Review activity by channel, document type, or urgency.

Get started
Cross-Channel Search
prior auth BlueCross
FaxPA Request — BlueCross2 days ago
VoicePA Follow-up Call — BlueCross1 day ago
FormInsurance Info — BlueCross4 hrs ago
10

Prior authorization work starts cleaner.

When an intake appears to require prior authorization, IntakeBella helps identify payer details, gather requirements, and prepare the next step for review or submission.

See how the engine works
Prior Authorization

Rx #4892 — Ozempic 1mg

Patient: M. Rivera · Aetna

Payer identified
PA requirements pulled
Form auto-populated
Ready for review
11

Benefits verified before you ask.

When intake is logged, IntakeBella can check eligibility, formulary coverage, copay tier, and PA indicators so staff has more context before acting.

Get started
Benefits Verification

Patient: M. Rivera

Aetna · PPO · Group #881204

EligibilityActive
Formulary TierTier 3 — Preferred
Copay Estimate$45
PA RequiredYes — auto-prepared
By the Numbers

Built for healthcare teams with busy intake queues.

< 4 min

Avg. Intake Completion

0

Missing Fields at Handoff

100%

Cases Structured Before Review

HIPAA

Compliance Standard

Get Started

See it in action.