Programmatic referral intake starts from the endpoint and client setup in the active practice Intelligence settings.

The tool reference identifies the options tool for supported fields, limits, and workflow guidance.

The upload tools support document intake, with extraction preparing referral fields for review.

The structured submission tool saves a referral into the review inbox, which is separate from a staff approval or routing outcome.

Use the status and listing tools to track submissions created by the authenticated principal, and check their current outcome.