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Specialty intake checklists

Your specialty decides what “complete” means.

Consults and referrals come back for missing information because each specialty needs different things. InfoNotData turns each specialty’s requirements into a checklist, checks every packet against it, and cites what it finds.

Request a demo See examples
  • One checklist per specialty
  • Every found item cited
  • Missing items flagged

01 / The #1 reason consults come back

The item was required. Nobody could find it.

Required

Every specialty has a list

Cardiology wants a recent ECG and an ejection fraction. Oncology wants pathology. The list is known.

Buried

The item is on page 412

It’s in the packet, but finding it means reading hundreds of pages under time pressure.

Returned

The consult bounces

When the item can’t be found in time, the consult is returned, and the patient waits.

02 / Examples

A checklist for every specialty.

These examples show the pattern. Your specialists define the actual requirements.

Cardiology consult readinessSynthetic example
  • ECG within 90 days02/11 p.412 · L8
  • Troponin trend3 values p.388–391
  • Left ventricular ejection fraction35% p.212 · L14
  • Stress test resultNot in packet · routed to intake
3 of 4 found · 846 pages · 3.8 s
Oncology new-patient intakeSynthetic example
  • Pathology reportFound p.33 · L4
  • Most recent imaging report01/28 p.101 · L2
  • Prior treatment historyFound p.7 · L11
  • Current medication listLow-confidence scan · routed to a person
3 of 4 found · 312 pages · 2.1 s
Orthopedic consultSynthetic example
  • Reason for referralFound p.1 · L6
  • Imaging report02/03 p.14 · L2
  • Prior treatment historyFound p.21 · L5
  • Most recent clinic note02/27 p.8 · L2
4 of 4 found · 62 pages · 1.4 s
GI new patientSynthetic example
  • Reason for referralFound p.1 · L5
  • Most recent colonoscopy report11/14 p.22 · L1
  • Pathology resultsFound p.24 · L7
  • Current medication list6 medications p.9 · L3
4 of 4 found · 37 pages · 0.9 s

Illustrative checklists with synthetic values. Real requirements are set with each specialty service.

03 / How checklists work

Write it down once. Check every packet.

  1. Define

    We work with each specialty service to write down its intake or consult requirements.

    The list stops living in people’s heads.

  2. Extract

    For each packet, InfoNotData extracts only the values the checklist asks for.

    No reading the whole record.

  3. Check

    Each requirement is marked found, with its source, or not found.

    Gaps show up before the consult is sent.

  4. Act

    Your team requests what’s missing, or sends the consult knowing it’s complete.

    Fewer consults come back.

04 / The evidence so far

Projected for a proposed single-site VHA pilot.

Projections prepared for a proposed pilot at one VA medical system. The pilot hasn’t run yet, so these are not results. We’ll walk you through the assumptions.

25–35%

less time on pre-visit record review

Projected · proposed single-site VHA pilot
30–40%

fewer consults returned or cancelled for missing information

Projected · proposed single-site VHA pilot
11,000+

clinician hours reclaimed

Projected · proposed single-site VHA pilot
$4.5M

in annual soft-cost savings

Projected · proposed single-site VHA pilot

Works with the fax channels you already run

  • RightFax and other fax servers
  • Central mail and fax gateways
  • DirectTrust
  • eHealth Exchange

InfoNotData doesn’t integrate directly with EHRs today, so nothing in your EHR changes. Product names are trademarks of their owners and are listed only to describe where InfoNotData fits.

Built for your security review

  • HIPAA
  • FIPS-validated encryption
  • Section 508 / WCAG 2.1 AA

“Built for” means designed to meet these requirements. Ask us for current authorization status. Security and compliance

Questions about checklists

What specialty services ask first.

Who defines the checklist?

Your specialty service. We help write its intake or consult requirements down as a checklist, and InfoNotData checks every packet against it.

Can different specialties have different checklists?

Yes. Each specialty has its own list, and the same queue can feed many specialties.

What happens when an item isn’t found?

It’s marked not found. InfoNotData never fills a gap with a guess, so your team knows exactly what to request.

Does InfoNotData decide whether to accept a consult?

No. It shows what’s there, where, and what’s missing. Your clinicians decide.

06 / Next step

Bring your specialty’s checklist.

A 30-minute walkthrough with an engineer. We’ll check a synthetic or de-identified packet against your requirements and show what gets flagged.

What happens next

  1. An engineer replies to set a time that works for your team.
  2. A 30-minute walkthrough on a synthetic or de-identified packet.
  3. If it fits, we scope a pilot on your own queue.

An engineer, not a sales script. We’ll show you what it doesn’t do, too.

Tampa, Florida
Where do your faxes land?
Organization type
Pages a month. A rough estimate is fine.
Who should we talk to?
Anything we should prepare?
For example: your specialty, your EHR, or your security review timeline.

Business contact details only. Please don’t include any patient information.