The platform

Four engines. One intake stream. Zero dropped tasks.

ClinicRelay works every call, referral, result and request from the first ring to the closed loop — so the front desk, clinical staff and providers finally see the same board.

Intake & Routing

Every call and note, triaged to the right queue in seconds

ClinicRelay reads each incoming call, voicemail, fax, portal message and referral, detects what it is, scores urgency, and drops it into triage, referrals, prior auth, results, refills or the front desk — with an owner attached.

  • Urgency scoring

    A 0–100 score per task from clinical red flags, severity and time-sensitivity — negation-aware.

  • Red-flag escalation

    Emergent symptoms and critical labs jump straight to nurse triage or the on-call provider.

  • All channels, one board

    Phone, voicemail, fax, portal and EHR intake on a single routing board.

  • Owner + handoff

    Each task gets an owner and a drafted SBAR handoff, so nothing waits on "who's got this?"

Intake and routing
Patient task queue
Patient Task Queue

Every task scored, owned, and tracked to done

Refills, results, callbacks, forms and follow-ups in one queue — filtered by urgency and type, so your team works the five things on fire, not the fifty in the box.

  • One queue, all work

    Every task type in a single, sortable, filterable list.

  • Due dates & SLAs

    Time-critical tasks surfaced before deadlines pass.

  • Follow-up checklists

    Each task carries its next steps with owners and timing.

Referrals & Prior Auth

From received to scheduled — and packet to approval

Track every referral through the pipeline and every authorization through the payer, with insurance, records and codes checked at each stage — and peer-to-peer packets drafted the moment a payer denies.

  • Referral pipeline

    Received → info needed → prior auth → scheduling → scheduled, all on one board.

  • Prior-auth packets

    CPT, ICD-10, payer, member ID and clinical justification assembled and checked.

  • Denial → peer-to-peer

    An appeal and a peer-to-peer packet drafted automatically on denial.

Referrals and prior auth
Missing-info control
Missing-Info Control

The gap that stalls a task, caught up front

ClinicRelay knows exactly what each task type needs — member ID, chart notes, callback number, ordering provider, CPT/ICD — tracks what's on file, and flags what's missing before it stalls care.

  • Type-aware checklists

    Referrals, prior auths, labs and refills each get the right required fields.

  • Missing-info flags

    Negation-aware detection catches "insurance: unknown" and "awaiting notes."

  • Auto-request

    The message to the patient or referring office is drafted for you.

Try it on a real note
Fits your stack

Paste to start. Connect to scale.

Begin by pasting a note. When you're ready, connect the systems your clinic already runs on.

Phone & voicemail

Transcribe and route calls and voicemails to the right queue automatically.

Fax & portal

Ingest referral faxes and patient-portal messages as structured tasks.

EHR

Read intake and orders and write tasks back — Epic, athena, eClinicalWorks and more.

Payer & e-Rx

Auth submissions and pharmacy routing wired into the workflow.

One operations layer

Ready to see what your voicemail box has been hiding?

Start free — paste a note now, or connect your intake and let ClinicRelay route everything.

Start free See pricing