AI Referral Intake Software for Home Health and Post-Acute Care Teams
Maggie AI™ helps home health and post-acute care teams process referral documents with AI-enabled smart processing.
Teams can use Maggie AI™ to extract key patient information, create referral summaries, set personalized intake alerts, and ask patient-specific questions based on the documentation provided.
Maggie AI™ is designed for intake teams that review referral packets, clinical notes, discharge summaries, orders, medications, diagnoses, insurance details, and other patient documentation.
Reduce manual referral review
Find important patient information faster
Create clearer referral summaries
Flag organization-defined intake concerns
Support faster intake decisions
Improve visibility across the intake process
Coordinate care with better information upfront

Maggie AI™ pulls critical patient information from referral documentation, enabling teams to immediately identify the details that matter most, including:
Clinical notes
Discharge summaries
Diagnoses
Medications
Orders
Insurance details
Precautions
Wound information
Psychiatric concerns
Interpreter needs
Recommended services
Care instructions
Clinical notes
Discharge summaries
Diagnoses
Medications
Orders
Insurance details
Precautions
Wound information
Psychiatric concerns
Interpreter needs
Recommended services
Care instructions

Maggie AI™ supports referral packets that arrive as PDFs, scanned documents, and other document-based intake materials.
It helps organize information into clear referral summaries so teams can review intake details faster.
Review PDF referral packets
Prepare documents for intake review
Review key patient details in one place
Reduce repetitive document review
Support intake and clinical handoff
Improve visibility into referral readiness
Process scanned documents with OCR support
Organize unstructured referral information
Maggie AI™ allows users to ask questions directly against the patient’s referral documentation.
Does the patient have wounds?
What diagnoses are listed?
What medications were prescribed?
Are interpreter services needed?
Are there psychiatric concerns?
Is substance use noted?
What services are recommended?
What information appears to be missing?
What precautions should the team know about?
Does the patient have wounds?
What diagnoses are listed?
What medications were prescribed?
Are interpreter services needed?
Are there psychiatric concerns?
Is substance use noted?
What services are recommended?
What information appears to be missing?
What precautions should the team know about?

Maggie AI™ supports intelligent referral intake inside Complete Intake.
It works alongside Maggie QA™ for quality assurance and PCH™ for patient communication, helping healthcare teams move from referral review to care coordination in one connected workflow.

Maggie AI™ is the intelligent referral intake service inside Complete Intake. It helps healthcare teams review referral documents, extract key patient information, create summaries, set personalized intake alerts, and ask patient-specific questions based on the documentation provided.
Maggie AI™ helps organize referral information earlier in the workflow so teams can review patient details faster, reduce manual document search, and make clearer intake decisions.
No. Maggie AI™ is designed for patient-specific referral intake. It answers questions based on the patient documentation available in the referral packet, not general internet information.
Yes. Maggie AI™ supports PDF and OCR processing to help healthcare teams review referral packets, scanned documents, and other document-based intake materials.
Maggie AI™ can help identify information such as diagnoses, medications, orders, precautions, insurance details, care instructions, wound information, interpreter needs, psychiatric concerns, substance use concerns, and recommended services.
Yes. Maggie AI™ can support personalized intake alerts based on organization-defined criteria. For example, if a referral includes depression, substance use, cocaine use, wound concerns, psychiatric history, interpreter needs, or other important details, Maggie AI™ can flag that information so teams do not have to search for it manually.
Maggie AI™ does more than summarize documents. It supports referral intake by extracting key information, creating summaries, enabling personalized alerts, supporting patient-specific Q&A, and helping teams move referral decisions forward faster.
Maggie AI™ is built for healthcare teams that manage referrals, admissions, transitions of care, and clinical intake workflows, including home health, hospice, physician offices, skilled nursing, assisted living, and hospital systems.
Maggie AI™ helps healthcare teams process referral documents, organize patient information earlier, and make intake decisions with more confidence.

(469) 257 - 3153
2727 LBJ Fwy, Suite 324
Dallas, TX 75234
Disclaimer: In very rare cases, Complete Intake and all its modules can make mistakes. It is the responsibility of the user and organization to verify the accuracy of all information.