Toolkits for Home Infusion and Specialty Pharmacy Intake Teams

The Intake Work Your Team Redoes Every Week, Already Built

Your coordinators write the same appeal letters, ask the same payer questions and explain the same process to every new hire, from scratch, every time. These toolkits hand them the finished version, so the time goes into the referral instead of the paperwork around it.

Built by an intake operator for intake teams. No software to install, no patient data entered, works in any browser.

Who These Are For

You'll get the most out of these if you're a Director of Patient Services, Director of Home Infusion, Pharmacy Manager or Intake Manager and one of these sounds familiar:

  • Your denial rate keeps coming up in leadership meetings, and you're the one explaining it every month.
  • New coordinators take months to get reliable on BV calls and appeals, and you're re-teaching the same judgment calls to each one.
  • You know your intake process works, but it lives in people's heads. Nobody has had three free days to write it down.
  • You've already paid for software that was supposed to fix this, and the number didn't move.

None of these toolkits replace your pharmacy system. They fix the parts of intake that happen before the software ever sees the referral.

Free Tools: Start by Finding the Gap

Intake Denial Cost Calculator

See the yearly cost of lost referrals, unrecovered denials and staff rework, and where your denials start.

Calculate My Denial Cost

Intake Staffing Calculator

Find out how many coordinators your workload actually needs, how stretched your team is, and what the gap costs.

Check My Staffing

Toolkits

Each toolkit is a single file your team opens in a web browser. It works offline, needs no login, and never asks for patient information. Coordinators fill in the details, copy the result and paste it into your system or document.

Prior Auth Appeal Letter Builder

From Denial Letter to a Structured Appeal Draft in Minutes, Not Hours

Writing an appeal from a blank page eats a coordinator's afternoon, and the quality depends on who wrote it. This builder asks for the therapy, the denial reason, the evidence you have and the appeal level, then writes a structured appeal letter with the medical necessity argument in the right order. It flags exactly where the patient and claim details go, so nothing is guessed or left out.

  • Covers IVIG, SCIG, TPN, IV antibiotics, biologics, inotropes and enzyme replacement therapy
  • Matches the argument to the denial reason (medical necessity, site of care, step therapy, missing documentation, dose limits and more)
  • First-level appeal, second-level appeal and independent external review versions, with a peer-to-peer request built in
  • Copy-ready output for your letterhead
Single UserTeam (Up to 5)Site License
$49$149$299
Buy on Gumroad

Benefits Verification Script Builder

The Right Questions for Every Payer Call, So the Auth Requirement Doesn't Show Up After the First Delivery

Most intake denials start with a BV call that missed a question: the drug was covered under medical but not pharmacy, nursing needed its own auth, or the secondary had a carve-out. This tool builds a call script for the payer type and therapy in front of you, lets the coordinator tick off each answer during the call, and produces a clean call note with the reference number at the end.

  • Scripts adjust for Original Medicare, Medicare Advantage, Medicaid and commercial plans
  • Covers drug, per diem and nursing benefits, plus secondary insurance and out-of-network cases
  • Red flags highlighted while the coordinator is still on the call
  • Doubles as a training tool for new hires during shadowing
Single UserTeam (Up to 5)Site License
$49$149$299
Buy on Gumroad

Intake SOP Generator

A Complete Referral Intake SOP in About 15 Minutes, Written Around How Your Team Actually Works

Every accreditation survey and every new hire asks for the same thing, a written intake process, and it usually gets pushed to "next quarter" because nobody has three free days to write it. Answer about 15 questions about your referral sources, team roles, timeframes and checks, and the SOP writes itself: roles and responsibilities, the step-by-step procedure from referral to start of care, timeframes, documentation rules, quality monitoring and training. Paste it into Word with headings and tables intact.

  • Ten-section SOP format ready for your policy manual
  • Built around your roles, your targets and your escalation path, not a generic template
  • Highlights every blank you still need to fill, so nothing slips through
  • Re-run it any time your process changes
Single UserTeam (Up to 5)Site License
$99$199$349
Buy on Gumroad

Which License Do I Need?

  • Single user:

    One person uses the tool. Good for an intake manager who writes the appeals or owns the SOP.

  • Team (up to 5 users):

    Share it with up to five people on your intake team.

  • Site license:

    Everyone at one pharmacy location. The right pick if you onboard new coordinators regularly.

Running more than one location? Email support@intakeaccuracyaccelerator.com for multi-site pricing.

How It Works After You Buy

  1. Check out securely through Gumroad.Pay by card, Apple Pay, Google Pay or PayPal.
  2. Download your toolkit right away.The file and a short how-to note arrive on the next screen and in your email.
  3. Open it in any browser.No install, no login, no IT ticket. It works on the computers your team already uses.

Questions

Do I enter patient information into these tools?

No. The tools never ask for patient names, dates of birth or member IDs. They mark where those details go, and your coordinator adds them in your own system after copying the text out. Nothing is stored or sent anywhere.

Will this work with our pharmacy software?

Yes. The toolkits sit alongside your system rather than inside it. Coordinators copy the finished letter, script note or SOP and paste it wherever it belongs.

Can I get a refund?

Yes. If a toolkit doesn't fit your workflow, email support@intakeaccuracyaccelerator.com within 14 days for a full refund.

Do I get updates?

Yes. When a toolkit is updated, the new version shows up in your Gumroad library and you get an email.

Can I pay by invoice or purchase order?

Yes. Email support@intakeaccuracyaccelerator.com and we'll send a Stripe invoice your finance team can pay directly.

Want to Know Which of These Your Team Actually Needs?

Toolkits fix the tasks. If you're not sure whether your denial pattern is a people problem, a process problem or a payer problem, start with the Intake Accuracy Scorecard. It shows you where the errors are coming from before you spend anything else on fixing them.

Get your Intake Accuracy Scorecard

Prefer to talk it through? Book a 20-minute call