Read the incoming document
Open referrals, records, forms, manufacturer emails, and attachments.
Opero Hearing · one installed workforce for independent practices
Back to all workflows
Inbox and physician follow-up
Documents arrive as decisions and next steps, not unread attachments.
Opero reads incoming referrals, hearing-test records, manufacturer emails, repair notices, signed forms, and patient attachments, classifies them, extracts the needed information, and routes the correct next step.
Inbox and referrals
O
FiledOpero operations file
Inbox and referrals · sample clinic activity
1
Read the incoming document
Open referrals, records, forms, manufacturer emails, and attachments.
2
Identify what it is
Recognize an ENT referral, repair notice, 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, symptoms, device status, and missing information.
5
Route the next action
Send the work to scheduling, repair, records, or clinical review.
Physician 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 an ENT referral, repair notice, 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, symptoms, device status, and missing information.
Route the next action
Send the work to scheduling, repair, records, 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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