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About Novari Central Intake

Central Intake - Novari

Novari eRequest is an electronic referral system. You use it to create, receive, review, and manage referrals as part of your role.

Screens, options, and labels may vary by role and local configuration.

Note: The screens and options you see may differ based on your role, your organization’s configuration and/or recent updates to the Novari platform.

Terms and screen labels

In this guide, referral is the standard term for the item that moves through the workflow.

Depending on configuration, you may also see labels such as eRequest, eReferral, requisition, Reject, or Split Pages. These refer to the same referral.

A screenshot of a table listing external request icons with three rows labeled Electronic fax, Electronic referral, and Scanned and uploaded. Each row includes a corresponding blue icon on the right side representing a fax machine, cloud upload, and document upload respectively.
External Request Icons

Filters narrow lists so you can focus on specific referrals (for example, by state or date).

Routing tags help filter location options when routing a referral in Awaiting Routing.

Doc AI

Doc AI scans faxed referral documents and extracts key details (e.g., patient demographics, provider info) to reduce manual data entry.

Users MUST verify all extracted information—Doc AI supports your workflow but never makes decisions.

Diagram explaining sparkle indicator meanings for a processing system, using color-coded sparkles to represent status. Green sparkles indicate success with minimal issues, yellow sparkles warn of potential problems, and red sparkles signify failure due to unreadable scans or unsupported document types.
Doc AI legend

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