Receive clearer referrals. Respond faster. Keep orders moving.
Klio connects your intake and order teams with physician offices in one shared workflow — from referral delivery and agency response through order signature and return. Accept referrals on the portal, coordinate without phone tag, and keep every order moving to a signature.
What changes for your agency.
Referrals arrive complete
Accept or decline right in the portal — no fax pile, no chasing the office for the encounter note, coverage details, or the ordering practitioner. The packet shows what’s there and what’s missing before you commit.
One shared status with the office
Stop the phone tag. You and the physician office see the same status, the same owner, and the same next action — so a question gets answered in the portal instead of three callbacks.
Orders signed in days, not weeks
Upload an order and track it straight to signature — most complete within seven days. Faster signatures mean a shorter cash cycle and far less time spent re-faxing and following up.
Targets are operating standards, not guaranteed outcomes. Actual performance depends on the participating organizations, patient circumstances, and workflow configuration.
From incoming referral to returned, signed order.
Every stage has a defined status, owner, next action, and timestamp — so nothing sits in a follow-up queue without anyone knowing.
Receive
Referrals and documents land in a structured agency queue.
Acknowledge
Confirm receipt so the office knows the packet reached your team.
Review & decide
Request any missing detail in context, then accept or decline with a reason.
Track orders
Watch each order’s stage and age until it’s signed and returned.
Close
Receive the signed document and keep the full activity history.
Administrative coordination — not a lead marketplace. Klio documents and communicates the workflow. It never chooses an agency for the patient or sells preferred placement.
See it with your own workflow.
Tell us a little about your agency and we’ll walk you through receiving referrals, coordinating with offices, and moving orders to signature — usually in a single 30-minute session.