At Forcura, leveraging AI-driven solutions is crucial for home-based agencies to optimize workflows and enhance patient care. In our recent client webinar, Forcura IQ: Smarter Workflows, Real Impact with AI, we explored how our intelligent referral workflow solution empowers agencies to work more efficiently and accelerates intake processes. Here are the top four takeaways.
1. Decluttering the Intake Process for Faster Workflows
Managing referrals can be overwhelming, with countless documents flooding an inbox every day. Forcura IQ’s referral categorization feature automatically identifies referral-related documents, organizes them into a dedicated queue, reducing noise, and ensuring intake teams can prioritize working on accepting patients into care.
“Forcura IQ at the very front end of the process helps in categorizing referrals as referrals and providing a concise place for your team to click into and view all of the outstanding referrals that have been received, so they can action them quickly.”
— Doug Brown, Client Engagement Team
2. Smart Sorting and Visibility for More Informed Decisions
Beyond just categorization, Forcura IQ provides additional sorting capabilities by pulling key data points—such as patient demographics, referral source, and payer information—into filterable and sortable columns. This feature allows intake teams to apply business rules based on factors like patient location or payer and make smarter decisions in less time.
“We found that displaying key referral data upfront allows teams to process and prioritize referrals faster, while also eliminating unnecessary manual data entry.” — Claire McIver, Enterprise Client Engagement Manager
3. AI-Powered Referral Summaries Reduce Manual Review Time
One of the standout advancements in Forcura IQ is the Referral Summary feature, which uses generative AI to analyze lengthy referral documents and produce concise, easily digestible summaries. This innovation dramatically reduces the time required for intake teams and clinicians to review referral packets, ensuring they can access critical information instantly.
“When we first conceived referral summary, our goal was to help users quickly identify and review key information without having to sift through the entire referral document. By passing inbound referrals—whether from fax, Direct Connect, or secure document platforms—through the IQ engine, we can analyze and summarize the most relevant data into a concise format.” — James Loehr, Product Management Team
4. What’s Next for Forcura IQ?
Forcura is continuously enhancing IQ’s capabilities, with a key focus on alert-driven insights. In 2025, new features will highlight crucial patient conditions such as allergies, infectious diseases, and behavioral health considerations—providing intake teams and clinicians with immediate, actionable information to support field clinician safety and quality care delivery.
Final Thoughts
The Forcura IQ: Smarter Workflows, Real Impact with AI webinar showcased how automation and AI-driven solutions are revolutionizing referral processing for home-based care. By decluttering workflows, enhancing data visibility, leveraging AI-generated summaries, and expanding capabilities for 2025, Forcura is setting a new standard for efficiency and accuracy in home-based care.
🎥 Watch the webinar on-demand now!
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