Rules and Data Pulls

Last updated: January 15, 2026

Please refer to this training video for a AI Screening Tool overview:

Overview

Our AI tool uses the rules defined by your organization and evaluates them against your referral. This result will inform its admissions suggestion.

There are two types of rules:

Red Flag: If the referral fails one or multiple of these rules, the AI admissions suggestion is 'Reject'.

Yellow Flag: If the referral fails one or multiple of these rules, the AI admissions suggestion is 'Maybe', which prompts further review from a team member.

AI Suggestion Results:

  1. Reject: Failed at least one 'Red Flag' rule.

  2. Maybe: Failed at least one 'Yellow' rule and no 'Red Flag' rules.

  3. Pass: Passed all 'Red Flag' and 'Yellow Flag' rules.

How to use Rules and Data Pulls

  1. Start by clicking into the referral from the Screener page.

  1. Review the Rules analysis on the right-hand side of the screen to understand the AI Suggestion.

  1. Use the Scroll to visual reference feature to find the area in the package corresponding to the rule.

  1. Make a decision based on the information provided in the referral package by indicating a Review Stage.

  1. Select a Review Stage option from the dropdown.

  1. Indicate an Admission Status when applicable.

You can only mark a referral with an Admission Status of 'Booked' or 'Moved In' when you have chosen 'Accept' as their Review Stage.