Walk in Monday to a clean referral inbox.
Every fax, email, and eReferral arrives already sorted by urgency, with the patient details filled in. Your front desk starts the week booking patients, not reading PDFs.
Built for Canadian specialist clinics. Works with the EMR you already use. Your patient data stays in Canada, handled to PHIPA in Ontario and PHIA in Manitoba.
Referrals are where it starts, not where it stops. It is built to run more of your clinic's day from one place, beginning with the inbox that buries you every Monday.
Monday, 8:00am
- Margaret EllisonDOB 14/03/1971
new mole, changing
Dr. Lyle
UrgentFax - Arthur PencloseDOB 30/06/1949
scalp lesion bleeding
Dr. Halverson
UrgentFax - Sophie TremblayDOB 21/12/1989
suspicious lesion on the back
Dr. Nwosu
UrgentEmail - Aisha RahmanDOB 19/07/1984
rash, spreading on the arms
Dr. Beaumont
SoonEmail - Marcus DelgadoDOB 16/10/1991
hives for six weeks
Dr. Whitfield
SooneReferral - Isabella MorenoDOB 30/09/1999
eczema not controlled
Dr. Singh-Bhalla
RoutineEmail
You know the Monday pile.
Two or three hundred referrals came in over the weekend by fax, by email, and through eReferral. Your coordinator spends the first two days just reading PDFs, typing patient details into the chart, and calling referring offices to chase down the half that are missing information. Patients wait while it all gets sorted.
A single referral takes five to eight minutes to read and re-type by hand. A weekend backlog of two to three hundred swallows the start of the week.
Half arrive missing information, so your coordinator is on the phone with the referring office instead of booking patients.
The status of any one referral lives in three places at once: the fax queue, an email folder, and a spreadsheet.
Every referral, already handled before your first coffee.
Carely takes every referral, whatever channel it arrives on, reads it, pulls out the patient details, ranks how urgent it is, and files it into your EMR. By the time your coordinator sits down Monday, the weekend's referrals are sorted, the urgent ones flagged, and the missing-info requests already sent back to the referring office.
Sorted by urgency overnight
So the urgent cases are at the top before anyone sits down.
Patient details filled in and filed to the chart
So nobody re-types a PDF.
Missing-info requests sent back to the referring office
So the phone tag stops.
Please see this patient regarding non-healing sore on the cheek. Thank you for accepting this referral.
- Patient name pulled from the referral
- Daniel Whitmore
- Date of birth pulled from the referral
- 02/09/1958
- Health card number
- Not on the referral
- Referring doctor pulled from the referral
- Dr. Carmichael
- Reason for referral pulled from the referral
- non-healing sore on the cheek
From the moment it lands to the patient booked.
- Lands in one place
- Sorted by urgency
- Details filled in
- Missing info chased
- Sent to the right doctor
- Patient booked
- Filed to the chart
- The hours it saved, shown
This is where clinics start. The inbox is the front door to running more of your clinic from one place.
See a Monday morning, start to finish.
- UrgentFaxMargaret Ellisonnew mole, changing
- UrgentFaxArthur Penclosescalp lesion bleeding
- RoutineEmailIsabella Morenoeczema not controlled
- SooneReferralMarcus Delgadohives for six weeks
- RoutineFaxWalter Achebegeneral skin check
The weekend pile lands
214 referrals came in by fax, email, and eReferral. A few are not referrals at all, and those are already set aside.
This is the real workspace, simplified. Your trial runs on the referrals you already receive.
Here is what got done before you walked in.
One Monday morning at a clinic like yours, drawn from the demo. These are the demo clinic's own numbers, not an average.
Referrals sorted overnight
Missing information chased automatically, sent back to referring offices
Ready to book, complete and waiting, surfaced to the top
Filed to the chart without re-typing
Set aside as not referrals
Clinics that automate this kind of intake routinely win back close to a full admin day every week. (Phelix case study)
This is every receiving clinic.
of Ontario doctors still use fax to share patient information, and 85 percent of Manitoba consultations are sent by fax or mail.
Doctors Manitoba; Hospital News 2024
to process a single referral by hand, and a busy clinic walks in Monday to two to four hundred weekend documents.
Phelix; The Doctors Office Toronto case study
the median wait from family-doctor referral to specialist consult in 2024, the longest ever recorded. Every day lost to a stuck referral adds to it.
Fraser Institute, Waiting Your Turn 2024
a week, close to what clinics that automate this kind of intake routinely win back.
Phelix case study, framed as what clinics like yours see
cut from orthopedic waits, and 14 days from cataract waits, when Ontario pilots moved referrals from fax to digital.
OceanMD 2024 outcomes data
What changes the week you turn it on.
Reading and re-typing referrals by hand: Five to eight minutes each, gone for the ones Carely files for you.
The Monday backlog: Sorted overnight instead of eating the first two days of the week.
Missing-info phone tag: Requests sent back automatically the moment a detail is missing, instead of a coordinator on hold.
Duplicate and junk faxes: Set aside before anyone spends time on them.
Run it on your own referrals during the free trial and watch your own before-and-after.
Up and running in days, not months.
Every referral arrives in one place, whatever channel it came in on, fax, email, or eReferral.
Carely reads it, pulls out the patient details, ranks how urgent it is, and files it into your EMR.
Missing-info requests go back to the referring office in the same place, so the phone tag stops.
Works with the EMR you already run. If you change your EMR later, your referral work stays exactly where it is.
It fits the chart you already use.
Carely works with the EMRs Canadian specialists actually run, and your referral work lives in Carely, so it stays put if you ever switch.
- What it does
- Files the patient details and the referral into the chart, so nobody re-types a PDF.
- What you confirm
- The mapped details are shown for a quick check before anything is filed.
- If a connection ever drops
- The referral waits safely in Carely and files the moment the link is back, so nothing is lost.
- What it does
- Files the patient details and the referral into the chart, so nobody re-types a PDF.
- What you confirm
- The mapped details are shown for a quick check before anything is filed.
- If a connection ever drops
- The referral waits safely in Carely and files the moment the link is back, so nothing is lost.
- What it does
- Files the patient details and the referral into the chart, so nobody re-types a PDF.
- What you confirm
- The mapped details are shown for a quick check before anything is filed.
- If a connection ever drops
- The referral waits safely in Carely and files the moment the link is back, so nothing is lost.
- What it does
- Files the patient details and the referral into the chart, so nobody re-types a PDF.
- What you confirm
- The mapped details are shown for a quick check before anything is filed.
- If a connection ever drops
- The referral waits safely in Carely and files the moment the link is back, so nothing is lost.
Connecting your EMR is set up with you during your first days, not something you wire up alone.
Built for the rules your clinic answers to.
Your patient data stays in Canada.
Built to PHIPA in Ontario and PHIA in Manitoba.
Every change to a referral is logged: who did it, when, and what changed.
Each person on your team sees only what their job needs.
Documents are handled securely and are never left in the open.
One clear price, published right here. No demo required to see it.
Flat monthly price by how many referrals you handle. No surprise per-referral charges. Free trial, cancel anytime. Pay yearly and get two months free.
One Doctor
Feel it work on one doctor before rolling it out to the whole clinic.
- Every fax, email, and eReferral for one doctor lands in a single inbox, already sorted by urgency
- Patient details filled in and filed into your EMR, so nobody re-types a PDF
- Works with your EMR, whether that is Accuro, PS Suite, OSCAR, or Wolf
- A weekly view of the hours it saved you
- Free trial, cancel anytime
Full Clinic
The whole clinic covered, at roughly a third of your existing software spend.
- Everything in One Doctor, for every doctor in your clinic
- Up to 3,000 referrals a month across the whole clinic
- Missing-info requests go straight back to the referring office, so the phone tag stops
- The clinic that sent it can see where things stand, with no more calls asking if you got the referral
- Intake set up out of the box for dermatology, gastroenterology, respirology, and cardiology
- Connect all your EMRs at once
Group
For larger or multi-site specialist groups.
- Everything in Full Clinic, with room for higher referral volume
- More than one location under one account
- See who refers to you most and how long patients wait, so you can spot what is slowing things down
- Priority support
Your patient data stays in Canada. Built to PHIPA in Ontario and PHIA in Manitoba.
Start with the inbox. Grow into the whole operation.
- Every referral in one place
- Sorted by urgency
- Details filled in and filed to your EMR
- Missing-info requests sent back
- Booking and waitlist
- The hours it saved
Patient reminders and intake forms triggered on booking, deeper reporting on your referral times, and more out-of-the-box specialty setups.
For larger clinics and groups: custom setup for your team's roles and rules, multi-location, and tailored reporting. Talk to us about an enterprise plan.
The questions clinic owners ask first.
My EMR already handles referrals, and we have eReferral. Why do I need this?
Your EMR and eReferral only help when the office on the other end is on the same system. Most of your referrals still arrive by fax and email from clinics on different systems, as PDFs someone has to read and re-type. Carely takes every referral, whatever channel it comes in on, pulls out the patient details, and files it, whether or not the sender is digital. eReferrals just land in the same inbox as the rest.
We already pay for a cloud fax service. Is this just a fancier fax?
A cloud fax changes how the page arrives. It still leaves your coordinator reading every one and typing the details into the chart. Carely reads the referral, pulls out the patient information, ranks how urgent it is, and files it. The work shrinks, not just the paper.
Does this only work if the clinics referring to me sign up too?
No. Carely works on day one on the faxes and emails you already receive, with nothing required from the sender. When a referring office does want to see status, that view is there, but your time savings start right away.
My staff is already stretched. Is this one more tool to learn?
Your coordinator opens one inbox instead of juggling a fax queue, an email folder, and a spreadsheet, so it is less to manage, not more. Most clinics are up and running in days.
Is our patient data safe, and is this allowed where we practice?
Your patient data stays in Canada, and Carely is built to PHIPA in Ontario and PHIA in Manitoba. It sits alongside the EMR you already trust.
Feel your first clean Monday.
Start a free trial and run Carely on the referrals you already receive. Most clinics are up and running in days, with nothing required from the offices that refer to you. See the time it saves before you commit to anything.