Fax and email intake.
Side-by-side view of inbound referrals and input fields.
Manual Medical Necessity notes.
List download.
30-day document storage.
Up to 50 referrals per month.
Everything in Free, plus:
Automatic data extraction and validation (AI-powered).
Automated medical necessity summary.
Field customization.
Calendaring & CRM integration.
Unlimited document storage.
Advanced analytics & team manager.
Up to 500 referrals per month.
Dedicated support.
Everything in Pro, plus:
Unlimited monthly referrals.
Unlimited historical data retention.
Dedicated account manager.


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