Solutions for Behavioral Health
Patient Intake & Referral Processing, Simplified
Make collaborative and more informed referral decisions for you and your patients with Concord Care Intake™.
Intake & Referral Processing
Want to see how it’s done? Watch our webinar on Referral and Intake Optimization with Oceans Behavioral Health.
Monitor Referral
Progress
in Real Time
Filter Incoming
Referrals From
Multiple Sources
Detect Bottlenecks
to Reduce Workflow
Interruptions
Reduce Staffing
Challenges With On-Site
and Virtual Teams
Harness Powerful
Analytics for Data-
Informed Decisions
Enhance Your
Existing Environment,
Don’t Change It
“Concord Care Intake™ has created significant efficiencies for our intake and referral department. It streamlines the referral review and depositioning workflow, saving our intake coordinators significant time, and saving intake directors nearly two hours per day through its automated analytics and reporting.”
– Wendy Taylor, MSW, LCSW, Director of Assessment and Referrals, Hendricks Behavioral Hospital
Behind every referral is a patient in need of care.
The intake and referral process is a critical first step in the patient journey.
Standardize the intake process
Receive and review referrals from multiple sources on one screen, eliminating the confusion and lost time that comes from searching for the right window. Referrals are pooled from fax, email, call centers, and more.
Improve collaboration and reduce gaps in care
Reduce process interruptions and speed up referral processing with collaborative tools that provide clarity into team member responsibilities. Concord Care Intake™ also allows staff to work remotely, allowing organizations to utilize the best talent available regardless of location.
Drive business growth with meaningful insights
Actionable analytics allow organizations to quickly identify referring facilities with the highest percentage of accepted referrals as well as better understand the cause of lost referrals.
Frequently Asked Questions
How do healthcare organizations typically manage patient intake and referral workflows?
Healthcare organizations receive referrals and intake documentation from multiple sources, including fax, email, call centers, and secure messages. These referrals must be reviewed, prioritized, collaborated on, and dispositioned quickly—often creating bottlenecks when information is fragmented or handled manually.
Why is the intake and referral process so critical to patient access and care decisions?
The intake and referral process is often the first step in a patient’s care journey. Delays or inefficiencies at intake can slow admission decisions, contribute to lost referrals, and impact access to timely care—especially in highdemand environments like behavioral health.
How can organizations centralize referrals received from multiple channels into a single workflow?
Modern intake workflows allow referrals from fax, email, and other sources to be pooled into one centralized, digitized queue. This eliminates time spent searching across systems and gives teams a complete view of referral activity in one place.
How can intake teams collaborate more effectively when reviewing and decisioning referrals?
Collaborative intake platforms provide visibility into referral status, ownership, and next steps. Shared workspaces help teams reduce handoff delays, clarify responsibilities, and maintain continuity—even when staff are distributed or working remotely.
Can intake and referral workflows support remote or hybrid staffing models?
Yes. Cloudbased intake solutions enable staff to review, triage, and process referrals from any location. This allows organizations to expand access to qualified talent while maintaining consistent intake operations.
How do analytics and reporting improve intake and referral operations?
Actionable analytics help organizations identify referral trends, acceptance rates, bottlenecks, and lost opportunities. These insights support datainformed decisions that improve operational efficiency, capacity utilization, and growth strategies.
How can intake workflows reduce delays caused by manual document handling?
Automated intake processes reduce interruptions caused by incomplete information, manual sorting, and rework. By standardizing referral intake and surfacing key data early, teams can move more quickly toward admit or nonadmit decisions.
How do modern intake and referral solutions work alongside existing systems?
Modern intake platforms are designed to enhance existing environments rather than replace them. They integrate with current systems and workflows, minimizing disruption while improving visibility, speed, and coordination across the intake process.
Why Concord?
• Built by a team of healthcare professionals with decades of first-hand experience
• 25 years of helping healthcare organizations transmit patient data
• 12 Million pages of PHI transmitted each business day
Related Resources
Six Reasons Healthcare Providers Should Add Direct Secure Messaging to Their Patient Intake Strategy
Learn MoreConcord Launches Direct Secure Messaging at HIMSS26, Expanding Concord Connect™ into a Unified Intake Platform
Learn MoreConcord Technologies to Lead Interoperability Discussion Moderated by the American Hospital Association at HIMSS 2026
Learn More