Features

Everything your intake
workflow needs.

Every intake gets a workflow — analyzed, assigned, organized, and activated in seconds.You handle patients. IntakeBella handles the rest.

01

Every intake gets a workflow. Every time.

The moment an intake is logged, IntakeBella knows who it's for. By name, by department, by the content on the page. The workflow handles the rest.

See how the workflow runs
New Intake
Fx

Lab Results - CBC Panel

From: +1 (555) 234-5678

Dr. Sarah Chen

Internal Medicine

97% match
02

Urgent intake skips the line.

Critical lab results, time-sensitive referrals, and prescriptions are flagged automatically. The right person gets them immediately -- not hours later when someone checks the tray.

Learn about urgency handling
Priority Intake
Urgent

Stat Lab Results - Potassium Critical

Flagged and delivered to Dr. James Park

Time to delivery3 seconds
03

Track every workflow from intake to delivery.

See the full history: what came in, who it went to, when it was delivered, and how confident the match was. Export reports. Filter by date, type, or urgency.

Explore the dashboard
All Types
This Week
All Recipients
Lab ResultsDr. Chen
2m agoDelivered
ReferralFront Desk
14m agoDelivered
PrescriptionDr. Park
1h agoDelivered
04

Fax, voice, and forms through one platform.

Your patients and partners send intake the way they already do. IntakeBella receives it all — fax, phone, or form — and runs the same 5-Stage Engine every time. No new equipment, no IT department.

Get started now
Your Fax Line

(555) 234-5678

Your existing number

Connected and receiving faxes
05

Send faxes too.

Need to fax something out? Do it right from your dashboard. Type or upload, pick the recipient, and send. Track delivery status in real time.

Try sending a fax
Send a Fax
To

+1 (555) 876-5432

Document

referral-chen-02-13.pdf

Sent successfully
06

Your data stays private.

Every intake is encrypted in transit and at rest. We process securely and don't store content longer than needed. Built with healthcare privacy in mind.

Read our security practices

Security Status

All systems protected

Encrypted in transit
Encrypted at rest
HIPAA-aware processing
SOC 2 compliant
07

Voice intake. No missed calls.

Every call becomes structured intake automatically. Bella answers, identifies the caller, captures prescription details, and creates an intake record — without adding headcount. Outbound follow-up calls too.

Learn about the 5-Stage Engine
Inbound Call

+1 (555) 234-5678

Prescription call — Dr. Kim

Bella answered in 2 rings
Rx captured — Lisinopril 10mg
Intake record created
08

Forms that fill themselves.

Patients talk or type. Bella fills out the form. Missing a field? Bella asks a follow-up question. Shareable links, pre-built templates, and voice questionnaire mode — every completed form fires the same 5-Stage Engine.

See how forms work
Patient Intake Form
Patient Name

Sarah Mitchell

Insurance ID

BCB-9982-4411

Bella asking...

What medication are you requesting a refill for?

intakebella.com/form/riverside-pharmacy
09

All your intake data. One place.

Cross-channel search across fax, voice, and forms. Analytics by channel, by document type, by urgency. 10-year retention on everything. The system of record for all pharmacy intake.

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Cross-Channel Search
prior auth BlueCross
FaxPA Request — BlueCross2 days ago
VoicePA Follow-up Call — BlueCross1 day ago
FormInsurance Info — BlueCross4 hrs ago
10

Prior authorization. Prepared automatically.

When an intake requires prior authorization, IntakeBella identifies the payer, pulls the requirements, and prepares the PA form from the intake data. Pro prepares it for your review. Teams submits, tracks status, and handles follow-ups.

See how the engine works
Prior Authorization

Rx #4892 — Ozempic 1mg

Patient: M. Rivera · Aetna

Payer identified
PA requirements pulled
Form auto-populated
Ready for review
11

Benefits verified before you ask.

The moment an intake is logged, IntakeBella checks the patient's eligibility, formulary coverage, copay tier, and whether PA is required. Your team sees the answer before they open the record.

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Benefits Verification

Patient: M. Rivera

Aetna · PPO · Group #881204

EligibilityActive
Formulary TierTier 3 — Preferred
Copay Estimate$45
PA RequiredYes — auto-prepared
By the Numbers

Trusted by healthcare teams everywhere.

2.4M+

Intakes Processed

97.3%

Workflow Accuracy

<4s

Average Delivery

850+

Organizations

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