Use Case · Healthcare

Stop your clinical team triaging referral emails.

Referrals arrive by fax-to-email, patient portal, and CRM. InboxIQ reads urgency, routes to the right department, and logs every decision — before a clinician touches the queue.

HIPAA audit trail built-in AI never trains on patient data BYOL — keep data inside your boundary
The Problem

Referral triage is clinical time wasted on admin

Referrals scattered across systems

Fax-to-email, patient portal messages, and CRM notes arrive in separate inboxes with no shared prioritisation logic.

Urgency buried in clinical narrative

Risk indicators and time-sensitive flags are embedded in free-text email bodies. Manual triage takes 2–3 hours per day of clinical admin time.

No HIPAA-compliant decision log

Audit requirements demand a traceable record of who accessed patient information and why — forwarded emails don't satisfy this.

How It Works

Three steps from inbox to routed decision

1

Unified referral intake

InboxIQ connects to your existing Gmail or Outlook shared inbox. Referrals from every source flow into a single triage pipeline — no new software for senders.

2

AI urgency scoring

The AI reads clinical context, flags urgency, and assigns the referral to the correct department or clinician — with an SLA timer attached. Your BYOL key means the payload never leaves your boundary.

3

HIPAA-ready audit log

Every triage decision — who accessed what, when, and why — is logged with a timestamped rationale. Exportable for compliance reviews and CQC inspection readiness.

Outcomes

What teams report after 30 days

78%

Reduction in manual triage time

Clinical and admin staff return to patient-facing work instead of inbox sorting.

0

Missed urgent referrals

Urgent referrals are flagged and routed before a human reads the queue.

100%

Decisions with audit rationale

Every routing decision carries a logged reason — ready for any compliance review.

Data & AI privacy

  • BYOL — your AI key, your data boundary

    Connect your own OpenAI or Azure OpenAI key. Patient data goes directly to your provider — InboxIQ never processes or stores the payload.

  • Zero training on PHI

    OpenAI ZDR policy is enabled by default. Your referral content is never used to train models.

  • Self-hosted option (roadmap)

    For NHS trusts and regulated providers who need on-premise deployment — on the roadmap for 2025.

Regulatory alignment

  • HIPAA access logging

    Every email access event is logged with user identity, timestamp, and action — satisfying HIPAA §164.312(b) audit controls.

  • UK CQC inspection readiness

    Exportable decision logs support CQC evidence requirements for clinical governance and referral pathway management.

  • GDPR data minimisation

    Role-scoped access means only the assigned clinician or coordinator can see a given referral — not the whole team inbox.

Related solutions

How InboxIQ handles it

Give your clinical team their time back.

Start free — no credit card required. Connect your shared inbox in under 10 minutes.