Drop & Forget — Chrome Extension for Referral Intake

The Nestmate Drop & Forget Chrome extension lets office staff and care coordinators submit referral documents to Nestmate Health without leaving their EHR tab. The extension adds a small overlay to supported EHR web portals; staff drop a PDF, image, or screenshot onto the overlay, and the AI intake agent reads the form and routes the referral to the appropriate coordinator automatically.

What It Does

• One-click capture — use the toolbar popup or drag files directly onto the overlay; no separate EHR login required
• AI extraction — the MATE AI agent reads referral forms and extracts patient name, date of birth, MRN, ICD-10 diagnosis codes, insurance member ID, group number, and urgency classification
• Auto-detect from chart — on 40+ EHR portals, the overlay pre-fills patient name, DOB, and MRN from the currently open chart
• Offline queue — submissions queue locally and retry automatically if connectivity is lost mid-shift
• Desktop notifications — receive a notification the moment your referral is processed, even if the popup is closed
• HIPAA-compliant — all uploads go over HTTPS to Nestmate's secure servers; no PHI is stored in the extension itself

Supported EHR Portals (40+)

The orange overlay button appears automatically on all of these platforms:

• Epic MyChart and Epic web portals
• Cerner PowerChart
• Athena Health (athenaNet)
• eClinicalWorks
• Allscripts, NextGen, Meditech, DrChrono
• ModMed, Practice Fusion, Kareo / Tebra, WebPT
• AdvancedMD, Elation Health, Greenway Health
• Healow, Phreesia, Availity, Change Healthcare
• Optum, Doximity, and 20+ additional portals

How to Install

1. Visit the Nestmate extension install page and click “Add to Chrome.”
2. Confirm the install prompt in Chrome.
3. Click the puzzle-piece icon in the Chrome toolbar, find “Nestmate — Drop & Forget,” and pin it.
4. Open any supported EHR portal tab to see the orange overlay button appear automatically.

Security and Compliance

All document uploads are transmitted over HTTPS to Nestmate Health's HIPAA-compliant infrastructure. The Chrome extension does not store any PHI locally. Access is restricted to authenticated Nestmate users with an active practice account. Each submission is logged with a timestamp, user ID, and session token for audit purposes.

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