Book the visit. UploMD knows it happened, asks for the records, and tells you when they’re in.
Refer a client to several offices at once. Confirmation emails turn into calendar entries. Reminders go out from your own number, records are requested the morning after every visit, and a no-show stops the request and tells you.
Built by a practicing personal-injury neurosurgeon who watched coordinators spend their day on hold.
You booked the visit. Then you spend the next month finding out if it happened.
- ×
Every booking is a phone call. And a sticky note, and a spreadsheet row, and a calendar entry.
- ×
Nobody tells you about no-shows. You find out weeks later, when the records request comes back empty.
- ×
Records requests are manual. Every visit means a fax, a follow-up, and another follow-up.
- ×
Clients forget. A reminder text would have saved half the missed visits.
From referral to records received, on one screen.
Everything you track today — booked, kept, requested, received — kept for you.
Refer to several at once
Pick a chiropractor, a pain doctor and an imaging center from your directory; each gets the referral with the client’s contact and records.
Confirmations become appointments
An office’s “she is scheduled Thursday at 10:15” email lands in Intake; one click puts it on the calendar.
Reminders from your number
The day before every visit, the client gets a text — and a call — from your own number.
Records requested by themselves
The morning after each visit, the request goes out with the signed release. No answer in three days? A second one goes, by itself.
No-shows stop the request
When an office says the client didn’t show, one click marks it — nothing is requested, and you are told.
Tasks and a calendar for every client
Follow-ups, notes to yourself and every visit across your clients, in one place.
Watch a week of placements run itself.
Three referrals, three bookings, reminders, a no-show, and records coming back — without a phone call.