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US-based and US-owned · Rochester, MichiganHow we operate
Physical Therapists

Direct Access Intake Screener

Converts organic traffic into compliant evaluations without regulatory risk.

The work today

Where the friction starts

Physical Therapists teams lose time and context when this work depends on inboxes, portal hopping, spreadsheets and individual memory.

The workflow is fragmented across systems and people, creating coordination load, inconsistent handoffs and late exceptions.

The intended improvement

More room for your expertise

Converts organic traffic into compliant evaluations without regulatory risk.

An intended benefit from the solution library. Validate it against your own process before implementation.

What this could look like

These illustrative stages describe a possible setup. They are not active capabilities or confirmed connections to your business.

  1. Gather the request

    Screens self-referred patients on injury type, onset, and red-flag symptoms.

  2. Prepare the information

    Verifies direct-access eligibility per state rules and flags cases needing physician referral first.

  3. Human approval

    Human review

    Therapist reviews screenings before the evaluation.

  4. Approved next action

    Books eligible patients and routes referral cases correctly with documentation.

Adapt this idea to my business