ANX Referral Intake
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How a referral moves through intake
- An email with an attachment reaches intake@anxlife.com.
- The mailbox scan picks up each attachment and skips any file already seen (same SHA-256 hash).
- The file is saved to the Drive intake folder. Only the Drive link and a thumbnail are stored in the app.
- AI reads the document into fields and adds flags: duplicate patient, missing DOB, missing NPI, outside service area, urgent with no phone.
- One person checks the queue item, edits what is wrong, and approves. Every changed field is logged.
- After the decision the file moves to an Approved or Rejected folder by month, and the email thread is archived. Rejected files are cleared from Drive after the retention period in Settings; approved files are kept.
Email response
Received First answered| Patient | Subject | Received | Contents | Status |
|---|
Journey of a referral
Where the time goes
| Stage | Median | 90th pct | Items |
|---|
Volume per day
Received Approved Sent to Forcura| Result |
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Settings
These override the defaults in the code, and every change is written to the audit log.
Mailbox and schedule
Check activity
| Detail |
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Branches and service area
AI reading (Vertex)
Google Chat space
The webhook URL is a secret. It is never shown again after saving. With it set, new referrals are announced in the space (counts only) and new messages in the space are read into the queue.
Archive rules
Finished referrals: 0 archives a referral the moment Intake Inbox is marked Done; a number keeps it in the lane, marked Done, for that many days first. Emails: 0 keeps every email; otherwise a patient whose emails (handled or not) saw no activity for that long leaves the Emails tab, unless a referral is still waiting for review. Nothing is deleted. The alert hours turn a card red; 0 turns that alert off.
Inbox clean-up
0 turns a rule off. Rejected files go to the Drive trash, which keeps them 30 more days. Approved files and emails are never deleted; emails are only archived.
Attachments from these senders are not stored at all. Your own domain cannot be ignored.
Team and roles
Admin changes everything. Coordinator reviews and approves. Viewer can only look. Supervisor does everything a Coordinator does, runs the Google Chat space, and sees the team, mailbox and schedule read only. IT Admin manages the team list only and sees no referrals. Only an Admin can grant or change Admin. Removing someone sets them to revoked, so history stays.
| Name | Role |
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