Referral intake
Turn the referral email into a case without retyping it
Forward the email. IMECore reads the referral, pulls the fields, and holds them for a person to approve.
The problem
The referral lives in someone's inbox
A referral arrives as a long email with a covering letter and a claim number buried in paragraph three. Someone copies it into a spreadsheet, asks by email what the questions are, and waits. The file does not exist until that person has time.
- You retype name, date of birth, and claim number from the same email twice.
- The instructing questions hide in the letter and get missed.
- Two staff open the same referral and create two files.
- The due date is a phrase like next Friday, not a date.
- You learn about a follow-up the day after you started the wrong task.
What changes
What IMECore does about it
One inbox to forward to
Send the referral to your intake address. IMECore ingests the message, the attachments, and the thread, and opens a draft case.
Fields pulled out, not guessed at
IMECore reads the body and the covering letter for claimant name, referrer, payer, claim number, exam type, questions, and due date. You see what it found beside the original.
A person accepts the case
The draft sits at needs review until a named coordinator checks the fields, corrects what is wrong, and approves. Nothing is created without that approval.
The thread stays on the case
Every email in the conversation attaches to the case in order. The full thread is visible on the case, not scattered across mailboxes.
Duplicate files flagged early
IMECore matches by claim number and date of birth and surfaces possible duplicates. It suggests a link, it never merges. A person decides.
PHI stays in region
Extraction runs on models pinned to Canadian regions for PHI. IMECore checks residency before the call, and logs who approved what and when.
How it runs
Four steps, start to finish
- 1
Forward the referral
Send the email to your intake address. Attachments go to Canadian storage and are queued for the next steps.
- 2
Check the draft
Open the draft. Compare the extracted fields with the original. Fix anything that is off.
- 3
Approve or reject
Accept the case to move it to open, or reject it with a reason. The audit log records who acted.
- 4
Follow the thread
Later emails on the same conversation attach to the same case. New fields are flagged for review, not written silently.
Free tools
Try the calculation first
No account, no upload. These run in your browser.
- Free tool
IME cost estimator
Estimate the fee range for an independent medical examination by province, specialty, and report type. Built from published fee guides.
Read - Free tool
Limitation period reference
Work out the ordinary civil deadline in any Canadian jurisdiction, see how many days are left, and put it in your calendar.
Read - Free tool
Report turnaround planner
Enter the exam date and the date you need the report. See the slack, the critical path, and the latest workable exam date.
Read
FAQ
Questions people ask
Does IMECore decide whether a referral is valid?
No. IMECore extracts what it reads and marks whether it thinks the message is a referral. A person reviews the draft and accepts or rejects the case.
What if the extraction is wrong?
You correct it in the draft. The case is not created until you approve. If you reject the draft, no case is created.
What replaces manual entry?
Forwarding the email and checking the draft. You no longer retype claimant name, date of birth, claim number, or questions from the covering letter.
Can two staff create the same file twice?
IMECore deduplicates on the source message id and surfaces possible claimant matches by claim number and date of birth. It proposes a link for a person to confirm or dismiss.
Where does the data sit?
In Canada, on Cloudflare with Canadian residency for case data, and on model providers pinned to Canada for PHI. Every approval is logged with a person and a time.
Keep reading
Related pages
- Platform
Records
IMECore ingests the PDFs, runs OCR, sorts by date and provider, collapses duplicates, and builds a chronology you correct.
Read - Platform
Scheduling
The panel shows specialty, city, and availability beside the report deadline. A person approves the booking.
Read - Platform
Reports
Templates per specialty and report type keep the structure. IMECore drafts from the records and the chronology. A person signs the opinion.
Read
See it against one of your own files
Bring a case that keeps getting passed around. We will run it through IMECore on the call.