Read the incoming document
Open referrals, prescriptions, records, forms, emails, faxes, images, and attachments.
Opero Eye Care · one installed workforce for independent practices
Back to all workflows
Inbox and referrals
Documents arrive as decisions and next steps, not unread attachments.
Turn incoming referrals, prescriptions, medical records, emails, faxes, images, and attachments into identified, matched, and tracked work.
Inbox and referrals
O
FiledOpero operations file
Inbox and referrals · sample clinic activity
1
Read the incoming document
Open referrals, prescriptions, records, forms, emails, faxes, images, and attachments.
2
Identify what it is
Recognize a referral, prescription, medical record, signed form, or patient message.
3
Match the patient
Find the right patient and open case before writing anything back.
4
Pull out important details
Extract providers, dates, prescription details, symptoms, and missing information.
5
Route the next action
Send the work to scheduling, referrals, records, optical orders, or clinical review.
Referral follow-up queued · Dr. Rao · records received · owner assigned
What Opero owns
The routine moves. Judgment stays with your team.
Identify what it is
Recognize a referral, prescription, medical record, signed form, or patient message.
Match the patient
Find the right patient and open case before writing anything back.
Pull out important details
Extract providers, dates, prescription details, symptoms, and missing information.
Route the next action
Send the work to scheduling, referrals, records, optical orders, or clinical review.
Human boundary
Only the cases that need a person come back.
Opero stops for clinical urgency, unclear identity, protected records, billing disputes, or any decision outside the practice rules. Staff get the source evidence and the next action together.
Exception ready for review
Inbox and referrals
Source evidence attached
Next action already named
Opero
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