AI Document Processing
Hatch turns referral documents from any source into structured, EHR-ready referral records. Your staff spends one minute reviewing instead of ten minutes typing.
Reads, extracts, and classifies every document automatically
Handles fax, email, portal, and direct upload in one review queue
Bidirectional EHR integration: your EHR stays the system of record
HIPAA-compliant with secure multi-stakeholder messaging
8 min
saved per referral on document processing
30%
reduction in time to work a referral
60%
cut in referral processing time
See Hatch in action
Schedule a 30-minute demo with our team. No commitment required.
The Problem
Referrals arrive as massive, multi-page faxes: 10, 20, sometimes 60 pages at a time, often containing records for multiple patients. Your staff spends hours manually digging through PDFs, re-keying data, and sorting documents into charts. It is slow, error-prone, and leaves no time to actually work the referral.
8 min
saved per referral on document processing with Hatch AI
51%
of staff time is spent on intake and repetitive data entry
50%
of referrals are never completed, often because intake stalls
¹ Hatch Time Study · ² Hatch Time Study · ³ Tegria
WITHOUT HATCH AI
60-page faxes arrive daily
Staff click through every page one at a time
Manual data re-entry into the EHR
Demographics, insurance, and diagnosis typed by hand every time
Mixed content buried in one file
Referral orders, labs, insurance cards, and notes all jumbled together
5+ minutes per referral on intake alone
At 100 or more referrals a day, that adds up to hours of avoidable work
Documents pile up, referrals get missed, and patients leave.
Our Solution
Hatch automates the most time-consuming steps of document intake so your team can focus on patients, not paperwork.
Core Feature
01
AI Document Processing
Referrals arrive as faxes, PDFs, emails, and portal submissions. Hatch AI reads every page, extracts patient demographics, insurance, diagnosis, and referring provider details, then classifies and routes each document automatically. Your staff reviews in one minute instead of typing for ten.
Ingests from fax, email, portal, or direct upload into one review queue
Automatically identifies referrals buried in 60-page faxes and creates referral records
Splits mixed documents: referral orders, lab results, insurance cards, and imaging reports classified separately
One-click confirm and split: validate the AI extraction, then send to the EHR with proper labeling
Bulk approval once your team trusts the AI: confirm an entire 30-page fax in seconds
Saves 8 minutes per referral on document processing, with a 30% reduction in time to work each referral
02
Centralized Referral Queue
Every referral lives in one place. Your team sees status, urgency, location, follow-up dates, and partner source at a glance, so nothing falls through the cracks.
03
Automated Patient and Partner Notifications
Update and coordinate with patients without picking up the phone. Close the loop and give referring partners real-time visibility into referral status.
04
Bidirectional EHR Integration
Changes in Hatch sync to your EHR. Clinical teams never have to log into Hatch while referral teams work in Hatch. Your EHR stays the system of record.
05
Referral Performance Insights
Spot stalled referrals before they become lost revenue. Identify where volume leaks and track team productivity across your entire referral operation.
06
Partner Referral Portals
Referring partners submit referrals through dedicated portals and track status without calling your team, reducing inbound calls and intake friction.
FAQ
What is Hatch?
Hatch is a referral management platform built for specialty care. It automates the full referral lifecycle so practices can process referrals faster with less manual work. Hatch integrates directly with your EHR and keeps it as the system of record.
Who is Hatch built for?
Specialty care practices and health systems that manage high volumes of inbound referrals. If your team is processing referrals across fax machines, spreadsheets, and EHR work queues, Hatch replaces that patchwork with one platform.
What problems does Hatch solve for specialty care groups?
Referral intake takes too long, too much is manual, and leadership has no visibility into what's working. Hatch automates document processing, centralizes the workflow, handles patient and partner communication, and surfaces where referrals stall or fall out of the pipeline.
How is Hatch different from referral management in my EHR?
EHRs treat referrals as a scattered mix of documents and orders. There's no single referral record you can track from intake to close. Hatch is built around the referral as a first-class object with its own lifecycle, status, and communications.
Does Hatch integrate with my EHR?
Yes. Hatch connects bi-directionally with your EHR. It creates patient charts, syncs documents, and pushes status updates. Your EHR stays the system of record.
Is Hatch secure and HIPAA-compliant?
Yes. Hatch is fully HIPAA-compliant with encrypted data in transit and at rest. Patient messaging is encrypted end to end.
Join leading specialty care groups who have eliminated manual data entry from their referral intake with Hatch AI. See how it works in a 30-minute demo.
30-minute demo
No commitment required
Response within 1 business day