Referral Intake, QA, Eligibility, and Patient Communication in One Connected Workflow
Complete Intake helps home health and post-acute care teams manage referral intake, QA review, eligibility workflows, and patient communication from one connected platform.
Instead of moving between PDFs, spreadsheets, portals, manual calls, and disconnected messaging tools, teams can use Complete Intake to bring more structure and visibility to the intake process.
Complete Intake brings together three connected services designed to support the major steps of home health and post-acute intake operations.

AI Referral Intake Software
Maggie AI™ helps intake teams review referral packets, extract key patient information, generate referral summaries, and ask patient-specific questions based on the documentation provided.
Use Maggie AI™ to help identify diagnoses, medications, wounds, orders, precautions, missing information, and other details that can slow down referral review.

QA Review & PDGM Visibility
Maggie QA™ supports quality review by helping teams identify documentation concerns, OASIS-related details, coding alignment issues, PDGM risk, and possible gaps before approval.
Maggie QA™ gives teams earlier visibility into documentation quality so clinical and operational reviewers can move with more confidence.

Patient Communications Hub
PCH™ helps healthcare teams centralize patient communication, automate reminders, reduce manual calls, protect staff privacy with virtual numbers, and keep patients, caregivers, clinicians, and office staff connected.
Instead of relying on personal phones, disconnected text tools, and missed call logs, PCH™ gives teams one place to manage communication around the patient journey.

Maggie AI™, Maggie QA™, and PCH™ are designed to support different parts of the same patient journey.
From referral intake to QA review to patient communication, Complete Intake helps healthcare organizations reduce disconnected workflows and coordinate care with more confidence.


Complete Intake supports healthcare organizations that manage referrals, admissions, transitions of care, and clinical intake workflows, including:
Home Health Agencies
Skilled Nursing Facilities
Hospice Providers
Assisted Living Facilities
Physician Offices
Hospital Systems
Whether your biggest challenge is reviewing referral packets, improving QA visibility, or keeping patient communication organized, Complete Intake gives your team a more connected way to manage intake operations.
Whether your biggest challenge is reviewing referral packets, improving QA visibility, or keeping patient communication organized, Complete Intake gives your team a more connected way to manage intake operations.

(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.