Good morning, John
Here's what's happening today
Requests
Inbox
Inbound faxes auto-routed to the right provider. Anything we couldn't match shows below — one click to assign.
To-Do
Your action list, prioritized — work top to bottom
Here's what's happening today
Inbound faxes auto-routed to the right provider. Anything we couldn't match shows below — one click to assign.
Your action list, prioritized — work top to bottom
Add a portal or website
Upload or drag & drop files into this chart
Search for patient or create new
Manually add a patient not yet in the system
Saved to your clinic's directory.
One clinic per line. Saves to your clinic's directory.
Peak ENT, (801) 555-0100, , fax, ChartLogicSterling Casualty, , claims@scins.com, email
Send a referral to an outside provider
Your current dashboard shortcuts
Full customization coming soon
You'll be able to add, remove, and reorder any shortcut.
Name appears in the topbar provider switcher and the patient referring-physician picker.
Send a clinic invitation email. They sign in, set a password, and complete authenticator setup if your clinic requires it.
Copy the temporary password for your teammate (Development handoff).
Add a patient to your roster. You can request records or refer them later.
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Patients eligible for a one-tap link to refresh their insurance.
Pre-verify every patient with an upcoming appointment.
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Get your appointments into Ownity so records workups start automatically.
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The requesting clinic will not receive records. The reason is logged for audit.
Let AI set up your automation rules
Based on your clinic data: First follow-up after 3 days via fax + email. If no response after 7 days, escalate to phone call. Mark failed after 21 days. For referrals, follow up after 5 days and request results 3 days post-appointment.
What Ownity logs and why it matters
Choose a widget to add to your dashboard
Delivery details for this send.
Automatic follow-ups on outstanding records requests
Send a follow-up to
Gather records from a new patient's prior providers
What the patient will receive
Adding for —
List any doctors, specialists, or hospitals this patient has seen in the last 2 years. Fill this in with the patient in person or over the phone. No HIPAA signature required for staff-entered intakes.
Preview — what the patient will see
Hi ,
To make your upcoming appointment go smoothly, please help us gather your records. List any doctors, specialists, or hospitals you've been to in the last 2 years. Don't worry if you don't remember everything — whatever you remember helps.
Bypass SRFax for testing — uploads a PDF straight into the inbound pipeline.
Bypasses the email vendor — runs the email extractor + referral match against a manual payload.
Used to match the patient when pulling records from the networks.
Confirm the flagged detail with the sending clinic or the patient at intake. Once resolved, click Mark Verified to clear this warning and record who confirmed it.
Use this when you've scheduled the patient in your EMR but Ownity hasn't picked up the confirmation email yet. The referral will move to Scheduled status with this date.