Referral intake, built for Canadian specialist clinics

Walk in Monday to a clean referral inbox.

Every fax, email, and eReferral arrives already sorted by urgency, with the patient details filled in. Your front desk starts the week booking patients, not reading PDFs.

  • Urgent cases pulled to the top and flagged, before anyone sits down.
  • Missing-info requests already sent back to the referring office on their own.
  • Complete referrals filled in and ready to file to the chart before your team logs in.

Works with the EMR you already use. Your patient data stays in Canada, built for Canadian health privacy rules.

Navora
214 sorted overnight

Monday, 8:00am

6 urgent 3 need info
  • Margaret Ellison

    new mole, changing

    Dr. Lyle

    UrgentFax
  • Arthur Penclose

    scalp lesion bleeding

    Dr. Halverson

    UrgentFax
  • Sophie Tremblay

    suspicious lesion on the back

    Dr. Nwosu

    Ready to bookEmail
  • Aisha Rahman

    rash, spreading on the arms

    Dr. Beaumont

    Sent backEmail
  • Marcus Delgado

    hives for six weeks

    Dr. Whitfield

    SooneReferral
  • Isabella Moreno

    eczema not controlled

    Dr. Singh-Bhalla

    RoutineEmail
Sorted by urgency, details filled in Ready to book

It is Monday, a little before eight. Over the weekend, somewhere between two and four hundred referrals came in. Some by fax, some by email, a few through eReferral, and a couple sitting in voicemail. They are in the fax tray, the shared inbox, and on a sticky note by the phone. Not one of them has been read yet.

So your coordinator starts at the top. She opens the first one, reads the PDF, works out how urgent it is, and types the patient's name, birth date, health card number, and the reason for the referral into the chart by hand. Then the next one. A single referral takes five to eight minutes. The weekend pile eats the first day or two of her week before she books a single patient.

And about half of them are not even complete. No health card number, no referring doctor, no clinical note. So instead of booking patients, she is on the phone with the referring office, on hold, leaving a message, waiting for a fax back that might not come until Thursday.

While the pile gets sorted, the patient waits. The clinic that sent the referral calls to ask whether it arrived. The owner is paying for a coordinator's whole week to go to data entry and phone tag, and the urgent case sitting halfway down the stack is not being seen any faster for any of it.

This is not a slow week. It is every week — and it is getting worse as referral volumes climb.

A single referral takes five to eight minutes to read and re-type by hand. A weekend backlog of two to four hundred swallows the start of the week.

Came in over the weekendUnsorted
  • Routine skin check
  • New mole, changing
  • Eczema follow-up
  • Marketing fax
  • Rash, spreading
  • Lab result page

Half arrive missing information, so your coordinator is on the phone with the referring office instead of booking patients.

Daniel WhitmoreUrgent

non-healing sore on the cheek

Missing the health card number
On hold with Don Mills Medical to chase it

Knowing where any one referral stands means checking the fax machine, then a shared email inbox, then a spreadsheet — so nobody can say at a glance what is done and what is stuck.

Fax machine
Email inbox
Spreadsheet

Where does this one stand? Nobody can say.

In Navora, it is all in one place

Every referral, already handled before your first coffee.

Navora takes every referral, whatever channel it arrives on, reads it, pulls out the patient details, ranks how urgent it is, and files it into your EMR. By the time your coordinator sits down Monday, the weekend's referrals are sorted, the urgent ones flagged, and the missing-info requests already sent back.

Sorted by urgency overnight

So the urgent cases are at the top before anyone sits down.

Urgent cases moved to the top overnight
  • Margaret Ellison
    new mole, changing
    UrgentFax
  • Arthur Penclose
    scalp lesion bleeding
    UrgentFax
  • Aisha Rahman
    rash, spreading
    SoonEmail
  • Isabella Moreno
    eczema not controlled
    RoutineeReferral

Patient details filled in and filed to the chart

So nobody re-types a PDF. The details are pulled from the faxed PDF into clean fields, and anything Navora read wrong is a click to fix.

UrgentFax
8 of 9 details, health card missing
The referral that arrived
RECEIVED
Don Mills Medical
Referral to specialist
TO:Lakeshore Skin and Dermatology (Specialist Intake)
FROM:Dr. Carmichael
RE:Daniel Whitmore
DOB:02/09/1958
HCN:____________________
PRIORITY:URGENT
REASON FOR REFERRAL

Please see this patient regarding non-healing sore on the cheek. Thank you for accepting this referral.

Faxed Sat 6:00 PM · page 1 of 1
Carmichael
Referring physician
Patient details, pulled from the referral
Patient name pulled from the referral
Daniel Whitmore
Date of birth pulled from the referral
02/09/1958
Health card number
Not on the referral
Referring doctor pulled from the referral
Dr. Carmichael
Reason for referral pulled from the referral
non-healing sore on the cheek
Missing health card number
File to chart Send back for missing info

Missing-info requests sent back to the referring office

So the phone tag stops. It is a tracked exchange: which patient, which office, what was asked for, and whether they have replied.

Sent back to referring offices
  • Daniel Whitmore
    Don Mills Medical · asked for health card number
    Reply received
  • Priya Anand
    Bayview Family Health · asked for referral document
    Sent
  • Connor Walsh
    Lakeside Family Practice · asked for referring doctor signature
    Sent

From the moment it lands to the patient booked.

  1. Lands in one place
  2. Sorted by urgency
  3. Details filled in
  4. Missing info chased
  5. Sent to the right doctor
  6. Patient booked
  7. Filed to the chart
  8. The hours it saved

This is where clinics start. The inbox is the front door to running more of your clinic from one place.

See a Monday morning, start to finish.

The 214 in this walkthrough is a typical weekend pile for a clinic your size.

Navora
Step 1 of 6
214 new referrals Fax Email eReferralall in one place
  • Margaret Ellison
    new mole, changing
    UrgentFax
  • Arthur Penclose
    scalp lesion bleeding
    UrgentFax
  • Isabella Moreno
    eczema not controlled
    RoutineEmail
  • Marcus Delgado
    hives for six weeks
    SooneReferral
  • Walter Achebe
    general skin check
    RoutineFax
2 faxes that were not referrals, a lab result and a marketing fax, were set aside.

The weekend pile lands

214 referrals came in by fax, email, and eReferral. A few are not referrals at all, and those are already set aside.

This is the real workspace, simplified. Your trial runs on the referrals you already receive.

Here is what got done before you walked in.

One Full-Clinic-sized specialist practice, one weekend. These are this demo clinic's own numbers, not an average.

214referrals came in over the weekend.
6Set aside

A lab result, a marketing fax, a duplicate — not real referrals.

99Chased automatically

Arrived missing information; requests went back to the referring office.

109Filed to the chart

Complete and filed, with nothing re-typed by hand.

Of the 109 filed, 52 were complete and ready to book right now — a subset, not a separate total. The 6 set aside, 99 chased, and 109 filed account for all 214.

Clinics that automate this kind of intake routinely win back close to a full admin day every week. (Phelix case study)

This is not just your clinic. It is every receiving clinic.

Every number here comes from a named, public source. Click any citation to read it yourself.

88%

of Ontario doctors still use fax to share patient information, and 85 percent of Manitoba consultations are sent by fax or mail.

Doctors Manitoba, What the Fax?; and Hospital News, 2024
5 to 8 min

to process a single referral by hand, and a busy clinic walks in Monday to a weekend backlog of two to four hundred documents.

Phelix AI, The Doctors Office Toronto case study
15 weeks

the median wait from family-doctor referral to specialist consult in 2024, the longest ever recorded. Every day lost to a stuck referral adds to it.

Fraser Institute, Waiting Your Turn, 2024 Report
9 hours

a week Canadian physicians spend on administration, and roughly 20 million physician-hours a year are deemed unnecessary paperwork.

Canadian Medical Association and CFIB, administrative-burden survey
30 days

cut from orthopedic referral waits, and 14 days from cataract waits, when Ontario pilots moved referrals from fax to digital.

OceanMD, 2024 outcomes data
2028

the year Ontario has committed to phasing out fax machines across all healthcare, so clinics still on paper have a deadline to move.

Government of Ontario, 2023 announcement

What changes the week you turn it on.

Less re-typing
The five to eight minutes spent reading and hand-keying each referral, gone for the ones Navora files for you.
Fewer back-and-forth calls
Missing-info requests sent back automatically the moment a detail is missing, instead of a coordinator on hold with the referring office.
A faster first pass on the weekend pile
The backlog sorted by urgency overnight instead of eating the first two days of the week.
Less wasted handling
Duplicate and junk faxes set aside before anyone spends time on them.

These are estimates from the math of the work, not customer results. Run it on your own referrals during the free trial and watch your own before-and-after.

Up and running in days, not months.

Three steps a clinic finishes in days, not a months-long rollout. Nothing to rip out, nothing to rebuild.

  1. 1

    Point your lines at Navora

    Every referral arrives in one place, whatever channel it came in on — fax, email, or eReferral. You point your referral fax line and inbox at Navora once.

  2. 2

    Navora reads and files each one

    It pulls out the patient details, ranks how urgent it is, and files it into your EMR, so your team stops re-typing PDFs by hand.

  3. 3

    Missing info chases itself

    Requests go back to the referring office from the same place, so the phone tag stops and the sender can see where things stand without calling.

Works with the EMR you already run. If you change your EMR later, your referral work stays exactly where it is.

It fits the chart you already use.

Navora works with the EMRs Canadian specialists actually run, and your referral work lives in Navora, so it stays put if you ever switch. Pick the one you run to see how it lands.

Filing to AccuroConfirm before it files

What gets written to Accuro

  • Patient namePatient
  • Date of birthDOB
  • Health card numberHealth card
  • Phone numberPhone
  • AddressAddress
  • Reason for referralReferral note
Filed to Accuro. Nobody re-typed a thing.
What gets written back

The patient details and the referral filed into Accuro, so nobody re-types a PDF.

What you confirm first

The mapped details are shown for a quick check before anything is filed.

If a connection ever drops

The referral waits safely in Navora and files the moment the link to Accuro is back, so nothing is lost.

On a different EMR? Navora can be connected to a custom EMR and set up for your clinic — arranged with you and billed separately, available with Full Clinic and Group. Connecting your EMR is done with you during your first days, not something you wire up alone.

Built for the rules your clinic answers to.

  • Your patient data stays in Canada.

  • Built for Canadian health privacy rules.

  • Every change to a referral is logged: who did it, when, and what changed.

  • Each person on your team sees only what their job needs.

  • Documents are handled securely and are never left in the open.

  • Built to the standards your IT reviewer will ask about: SOC 2 Type II and ISO 27001 for security, and WCAG for accessibility — so the people who vet new software for your clinic know what they are looking at.

One clear price, published right here. No demo required to see it.

Flat monthly price by how many referrals you handle. No surprise per-referral charges. Every plan includes your whole admin team at no per-seat cost. Free trial, cancel anytime. Pay yearly and get two months free.

Single Specialist

$349/month

One physician, up to about 1,000 referrals a month

Feel it work on one physician before rolling it out to the whole clinic.

  • One physician's referrals, up to about 1,000 a month
  • Every fax, email, and eReferral for that physician lands in one inbox, already sorted by urgency
  • Patient details filled in and filed into your EMR, so nobody re-types a PDF
  • Your whole front desk works in it, with no per-seat fees
  • Works with your EMR
  • A weekly view of the hours it saved you
  • Free trial, cancel anytime
Recommended

Full Clinic

$899/month

Every physician, up to 3,000 referrals a month

The whole clinic covered, at roughly a third of your existing software spend.

  • Everything in Single Specialist, for every physician in your clinic
  • Up to 3,000 referrals a month across the whole clinic
  • Missing-info requests go straight back to the referring office, so the phone tag stops
  • The clinic that sent it can see where things stand, with no more calls asking if you got the referral
  • Intake set up out of the box for dermatology, gastroenterology, respirology, and cardiology
  • Connect all your EMRs at once
  • Your whole team included, with no per-seat fees
  • Run on a custom EMR not listed here, set up with you and billed separately

Group

$1,499/month

More than one location, up to 6,000 referrals a month

For larger or multi-site specialist groups.

  • Everything in Full Clinic, with room for higher volume, up to 6,000 referrals a month
  • More than one location under one account
  • See who refers to you most and how long patients wait, so you can spot what is slowing things down
  • Your whole team across every location included, with no per-seat fees
  • Run on a custom EMR not listed here, set up with you and billed separately
  • Priority support

Enterprise

Need more than that? Higher referral volume, more locations, custom roles for your team, or an EMR not listed here.

Talk to us

Every plan includes your whole admin team. Plans are sized by referral volume, never by seats.

Start with the inbox. Grow into the whole operation.

Ready now
  • Every referral in one place
  • Sorted by urgency
  • Details filled in and filed to your EMR
  • Missing-info requests sent back
  • Booking and waitlist
  • The hours it saved
Coming next

Patient reminders and intake forms triggered on booking, deeper reporting on your referral times, and more out-of-the-box specialty setups.

Built with you

For larger clinics and groups: custom setup for your roles and rules, multi-location, a custom EMR connection, and tailored reporting. Talk to us about an Enterprise plan.

The questions clinic owners ask first.

Your EMR and eReferral only help when the office on the other end is on the same system. Most of your referrals still arrive by fax and email from clinics on different systems, as PDFs someone has to read and re-type. Navora takes every referral, whatever channel it comes in on, pulls out the patient details, and files it, whether or not the sender is digital. eReferrals just land in the same inbox as the rest.

A cloud fax changes how the page arrives. It still leaves your coordinator reading every one and typing the details into the chart. Navora reads the referral, pulls out the patient information, ranks how urgent it is, and files it. The work shrinks, not just the paper.

No. Navora works on day one on the faxes and emails you already receive, with nothing required from the sender. When a referring office does want to see status, that view is there, but your time savings start right away.

Navora reads the referral and pulls the patient name, date of birth, health card number, phone number, and address, along with the reason for the referral. It fills them into clean fields and files them to the chart, with anything it read wrong a click to fix. Anything missing is flagged against a short checklist, so the gap is chased instead of sitting.

When the same referral arrives twice, Navora spots it and sets the copy aside, flagged as a likely duplicate, so your team does not process it twice. You can always pull it back if it is not a duplicate.

Navora flags exactly what is missing against a short checklist (patient details, a health card number, the referral document, a clinical reason, and the right specialty) and can send the request back to the referring office for you, so the gap is chased instead of sitting. Urgency is sorted separately, so a referral can be complete and still be routine.

Navora flags a referral that does not fit your clinic so your team can redirect it to a more appropriate clinic or send it back, instead of it getting booked by mistake.

Yes. Any detail Navora pulls is yours to fix with a click, and you can move a referral up or down in urgency. Every change is logged with who made it and when, so nothing is a black box.

Your coordinator opens one inbox instead of juggling a fax queue, an email folder, and a spreadsheet, so it is less to manage, not more. Most clinics are up and running in days.

Your patient data stays in Canada, and Navora is built for Canadian health privacy rules. It is built to the standards your IT reviewer asks about, SOC 2 Type II and ISO 27001 for security and WCAG for accessibility, and it sits alongside the EMR you already trust.

Inbox 0 · Monday, 8:00 a.m.

Feel your first clean Monday.

Start a free trial and run Navora on the referrals you already receive. Most clinics are up and running in days, with nothing required from the offices that refer to you.