Referral & Intake

Turn every referral into forward motion.

Guaranteed brings incoming referrals, clinical context, eligibility signals, and next steps into one AI-powered intake workflow so your team can move from referral to decision faster.

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Your EHR remains separate. Guaranteed works from referral, eligibility, ADT, and HIE data.

SWSweetwater Care Group
5 agencies
Today   •   Dana Rodriguez
Robert Williams
76 y/o · Phoenix, AZ · Medicare · Referral received 18 min ago
AI intake summary

Recent hospital discharge with progressive functional decline and escalating care needs. Referral documentation, HIE context, and payer signals have been brought together for intake review.

Referral details
R
Referral packet14 pages received
Complete
P
Payer eligibilityMedicare coverage
Active
Connected signals
A
ADTDischarged today
Received
H
HIE clinical dataRecent encounter data
Available
E
Referral sourceHospital referral received
Matched
Next steps
AI intake completeReady for review

Referral, clinical context, and payer signals are organized in one place.

From referral to decision

Make intake move at the speed of demand.

Referral work is fragmented across portals, documents, calls, payer checks, and clinical systems. Guaranteed brings the pieces together, organizes what matters, and gives your team a clear path forward.

1

Capture

Bring referrals from your existing channels into one intake queue, without asking teams to abandon the systems they already use.

2

Understand

Use AI to extract referral details, summarize clinical context, and organize the information needed for review.

3

Screen

Layer payer, eligibility, ADT, HIE, and program signals into the referral so teams can make better informed decisions.

4

Move

Coordinate next steps, assign follow-up, and keep every referral visible until there is a clear outcome.

One intake workspace

Less hunting. More moving.

Give intake teams the context they need without forcing them to bounce between portals, tabs, inboxes, and spreadsheets.

01

Unified referral queue

See incoming referrals, ownership, status, and follow-up in one operational view.

02

AI document review

Extract and organize the referral details that matter so teams spend less time reading and re-keying information.

03

Eligibility signals

Bring payer and program signals into intake earlier, before manual work piles up.

04

Clinical context

Connect available ADT and HIE information to help intake teams understand the patient journey around the referral.

05

Next-step orchestration

Turn intake findings into clear tasks, ownership, and follow-up so opportunities do not stall.

06

Referral visibility

Track where referrals are moving, where they are stuck, and where the team needs to act next.

Built around your systems

Bring the signal together before your team has to.

Guaranteed can use the information already flowing through your organization to create a more complete intake picture.

Referral sourcesReferral portals, intake forms, documents, and other incoming channels.
Clinical signalsHIE clinical context, ADT events, and referral documentation.
Payer signalsEligibility and coverage information available for intake decision support.
Operational signalsOwnership, follow-up, workflow status, and the next action needed.
Referral data
Eligibility data
ADT feeds
HIE clinical data
Payer data
Guaranteed G logoGuaranteed
Clearer intake context
Faster next steps
More visibility

Move every referral forward.

See how Guaranteed can give your intake team one place to see, understand, and act on incoming demand.

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