Stop re-typing referrals from email attachments.
Structured intake forms capture claim numbers, claimant details, injury history, and documents once — then convert directly to an active case. Built for Canadian IME workflows.
Referrer portal intake + manual conversion
Referrals land in your queue with all fields validated. Coordinators review, accept, and open a case — examiner assignment comes next.
- Insurer and law firm referrer portals
- Attachment storage on the case record
- Status visible to referrer without phone calls
Your own public referral link
Share /r/your-clinic with lawyers and adjusters. Custom intake questions per assessment type. Accept or decline from your dashboard.
Independent portal →Referral intake questions
Can referrers submit without an account?
Yes — public forms and tokenised status links. Regular referrers can be invited to a full portal.
What file types can referrers upload?
PDF, images, and common document formats attach directly to the referral and carry forward to the case record.
How does this connect to scheduling?
Once a referral becomes a case and an examiner accepts, send a claimant scheduling link from the case record.
Run your first referral end to end
14-day trial · full intake, scheduling, and report delivery.