For referrals that arrive outside Simplify

Fax & PDF referrals

Less retyping.
A review before outreach.

Drag in faxed or emailed referral letters saved as PDFs. Simplify reads the patient details, your team checks them, and outreach starts.

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Illustration · sample patient and office

The Outreach add-onPer location, per month

  • Nolimiton faxed and emailed PDF uploads
  • +$49a month, flat, for all your locations
  • Bulkoutreach to many patients at once. Referrals sent through Simplify are always unlimited.

What changes

From a stack of faxes
to patients on their way.

Before

  • Faxed and emailed referrals pile up.
  • Someone retypes every letter.
  • Outreach waits until there’s time.

With Simplify

  • Drag the PDFs in.
  • Simplify reads the patient details for you.
  • Your team checks them, then outreach starts.

How it works

From a PDF to patient next steps.

Import

Drag in the PDFs.

Faxed or emailed referral letters, saved as PDFs. A referral with several attachments still counts as one import.

Drop referral PDFs hereFaxed or emailed letters, saved as PDFs
  • referral-alex-lee.pdfRead
  • cedar-dental-referral.pdfRead
  • harbour-dental-xrays.pdfReading

Review

Details read.
A human check.

Simplify reads the patient and referring office from the letter. Your team checks and corrects them, side by side with the PDF, before anything goes out.

An outside referral PDF on the left, with the patient details read from it on the right for staff to check before importing.

Step 2 · Contact

Then the patient hears from you.

Once you import, the patient gets a text and an email with their intake link, the same as any other referral.

The intake form a patient opens from their text, on a phone.

Your list

One list, however it arrived.

Imported referrals sit in the same list as referrals sent through Simplify, with the PDF kept on the patient.

The referral list: each patient, the office that sent them, and where they are in the journey.

Included

Built for outside referrals.

  • Drag in PDFs

    Faxed or emailed letters, saved as PDFs, straight from your computer.

  • Details read for you

    Simplify reads the patient and referring office from each letter.

  • A review before outreach

    Your team checks and corrects every import before the patient is contacted.

  • Outreach in bulk

    Once the details are checked, start outreach to many patients at once.

  • No PDF limit

    Upload as many faxed and emailed referrals as you get.

  • Direct referrals are in the base plan

    Referrals sent through Simplify are unlimited, with or without the add-on.

See pricing

Questions

Fax & PDF,
priced simply.

How is PDF import priced?

It’s part of the Outreach add-on, a flat CA$49 a month on top of the CA$199 plan, covering all your locations.

Is there a limit on PDFs?

No. Upload as many faxed and emailed referral PDFs as you get.

What about direct referrals?

Referrals submitted through Simplify are unlimited and included in the CA$199 plan. Invite referring offices to submit directly for free. See pricing.

More of the platform

Steps 1–2Referral managementEvery referral, one placeSteps 3–5Intake formsForms done before day oneRelationshipsReferral trackingWho sends, and who’s quiet

See the
whole workflow.

A fictional referral, staff review and patient intake.

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