Yes. Titan Intake connects directly to your EMR and syncs patient data without manual re-entry. The platform matches incoming referrals and clinical documents to the correct patient record, attaches files in the right location, and generates a structured clinical summary your team can act on immediately. We support leading EMR systems used by surgical specialty practices, including orthopedic, ENT, ophthalmology, GI, urology, and plastics groups. Setup is managed by our implementation team — practices are typically live within a few weeks. If your EMR is not on our standard integration list, our team evaluates custom connections on a case-by-case basis. The goal is zero duplicate data entry: everything that comes in through Titan flows directly into the chart. Practices that complete this integration typically see referral turnaround drop below two hours, since staff are no longer re-keying data that already arrived correctly formatted in the chart.

Yes. Titan Intake captures and organizes all standard clinical document types that arrive in a specialty practice's inbox. This includes referral letters, lab reports, imaging orders and results, pathology reports, prior authorization requests, and medication requests. Documents arrive via fax, web form, or direct upload. The platform classifies each document by type, extracts the relevant clinical data, and routes it to the correct provider or scheduling queue. Multi-patient fax packets — where one transmission contains records for several different patients — are automatically separated and matched to individual charts. You do not need to sort documents before they enter the system. Titan handles the classification and routing so your staff receives an organized, reviewed packet rather than a raw pile of inbound faxes. Titan handles all of this without staff needing to pre-sort incoming faxes, which is one of the reasons practices using the platform report reducing manual intake work by up to 75%.

Titan Intake is validated against real-world clinical documents from surgical specialty practices, not generic test data. The platform's extraction and routing logic is continuously measured against live workflows to maintain accuracy at scale. When the system encounters a document that falls outside its confidence threshold, it flags that record for staff review rather than processing it automatically. This means errors are caught before they reach the EMR rather than discovered after the fact. Our team monitors accuracy metrics on an ongoing basis and updates models as document formats evolve. Practices also benefit from specialty-specific rules — orthopedic referrals follow different routing logic than GI cases — so the system is calibrated to the actual workflow of each practice type, not a one-size-fits-all approach. This validation approach is a key reason practices using Titan report meaningful increases in team capacity — some see capacity gains of up to 1.5x — without adding headcount to compensate for review time.

Titan Intake automatically detects when a single fax or upload contains multiple document types and splits them before processing. Each document — whether a lab result, imaging report, office note, pathology report, or referral letter — is classified individually and routed to the correct location in the EMR. This is one of the most common sources of manual work in specialty practices: a 40-page fax might contain records for five different patients across three document types. Staff who handle this manually must read each page, identify what it is, and route it individually. Titan does this automatically. The result is that your team receives organized, separated documents rather than a bulk transmission they need to sort themselves. Nothing gets misfiled because the classification happens before anything reaches the chart. Automating this step is a key contributor to the time savings practices see: a lab report that takes six minutes manually is typically handled in about 30 seconds once correctly classified and routed.

When a single fax or document packet contains records for more than one patient, Titan Intake detects the boundary between patients and groups each patient's records separately before matching them to their respective charts. This prevents cross-patient filing errors — one of the most serious data integrity risks in a high-volume referral environment. The system uses a combination of demographic data, document structure, and clinical context to determine where one patient's records end and another's begin. After separation, each patient's packet is matched to the correct existing record in the EMR or flagged as a new patient. Staff review the AI-assembled packets for accuracy before anything is finalized in the chart, providing a human checkpoint on every record that moves through the system. Because this separation happens automatically, referrals that would take roughly fifteen minutes of manual sorting per patient are processed in about a minute, with the human review step catching anything the system flags as uncertain.

Yes. Titan Intake supports specialty-specific routing and completeness rules configured for your practice. When a referral arrives, the system checks whether all required clinical documents are present based on the specialty and procedure type. For example, an orthopedic referral for a joint replacement might require imaging reports and prior authorization before it can be triaged to a surgeon. If those documents are missing, Titan automatically contacts the referring provider to request them — via fax or notification — without staff intervention. This closes the loop on incomplete referrals that would otherwise sit in a queue waiting for someone to notice and follow up. Practices using this feature report significantly shorter time-to-schedule for new patients because records arrive complete and ready for clinical review. This works across every specialty the platform supports — orthopedic, ENT, ophthalmology, GI, urology, and plastic and reconstructive surgery — each with its own configured completeness checklist rather than one generic set of rules.