Because work is
enough work already.
(303) 900-8931 Let’s talk

Because work is enough work already.

The Referral Record Clerk, a cartoon hedgehog with a folder of forms Assistant catalog

The Referral Record Clerk

Flags the admin documents missing from a referral packet.

One idea for an assistant Innovation Theory could build around the way your office already works. Someone on your team stays in charge of it.

CAREFUL REVIEW

At a glance

Get ready first
A practice-approved document list, restricted access, written handling rules and an authorized owner.

A normal Tuesday

A referral packet arrives and something is not in it. The assistant compares the packet with the document list the practice approved and flags the missing attachment. It is set up to read the list, not the contents. Authorized staff look at the packet and decide what happens next.

Who it fits

CAREFUL REVIEW means the work is sensitive. Access gets agreed up front, and a qualified person checks the records and every decision that matters.

Who gets it in order.

In Denver and the surrounding communities, Get It Together, Denver comes to your office and gets the records and the written steps in shape. Innovation Theory builds the assistant. Farther out? Start with Innovation Theory and talk through the technical side.

What it is set up not to do.

It is set up not to interpret a clinical record, rank anyone’s care or decide whether a treatment is appropriate.

Who checks the work

Your authorized referral coordinator checks each packet and routes anything clinical.

Before any pilot starts, agree which records it may touch, try it on a small sample and make sure you know how to switch it off.

An AI assistant with a real person behind it.

We call it Managed Office Assistance. Innovation Theory builds the Referral Record Clerk and looks after it. It lists what is missing from a referral packet, reading the document list and not the contents. Your authorized referral coordinator checks each packet.

Get It Together, Denver gets your records and procedures in order, in your office. Before the assistant touches anything, we all agree who checks its work and what it’s allowed to see.

Rather talk it through?

Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.