Proud partner of the Independent Medical Group Alliance Insight Health x IMGA

Every referral, fax, and prior auth packet handled automatically.

Insight Health's AI Fax and Referrals agents read, classify, assemble prior authorization packets, and route every inbound document into the right chart, so independent groups stop losing new patients to the paper pile.

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Built for high-volume independent medical groups and prior auth-heavy specialties.

99.5%

accuracy reading inbound faxes, referrals, labs, and prior auths.

<2 min

to extract, match the patient, and route to the EHR.

64%

of practices report fax workflows that never touch their EHR.

13 hrs

staff time prior authorization drains each week per practice.

Key findings.

Fax and referral work is still a revenue leak.

Independent groups win when new patients move from referral to scheduled visit without sitting in an inbox.

99.5%

Fax extraction accuracy.

Documents are read, classified, and structured for routing without manual intake.

75%

Prior auth and payer docs dominate fax work.

Staff spend the most time on documents that need structured follow-through.

73%

Referrals are a top fax reason.

Every delayed referral can become a missed patient, a missed visit, and missed downstream care.

80%

Surgery and procedural groups see the largest gap.

Complex packets, imaging, auths, and records need governed routing, not another inbox.

Where groups lose time.

The paper pile slows the exact work that grows an independent practice.

Fax and packet chaos.

Referrals, labs, records, prior auths, and payer documents arrive as images. Sorting, matching, routing, and rework stay manual.

Referral leakage.

New patients wait while staff hunt for demographics, insurance, clinical context, and missing pages from referring providers.

Integration gap.

Digital receipt is not workflow automation. Leaders still need clean patient matching and governed writeback inside the EHR.

Classifies every inbound document as referral, lab, prior auth, records, prescription, billing, or admin.
Extracts demographics, insurance, referring provider, diagnosis, and clinical context.
Matches the right patient and routes to the right chart, pool, provider, or queue.
Calls or faxes referring providers back when missing pages block scheduling.

Creates structured referral work, not another folder for staff to triage.
Alerts scheduling when the referral is ready to book.
Preserves audit trails for every document, classification, route, and follow-up.
Keeps the practice independent by adding capacity without adding headcount.

Automation priorities.

Start where the work is heaviest.

For IMGA members, the fastest path to ROI is turning fax and referral intake into clean routed work.

Referral intake.

Capture each referral as it arrives, extract the clinical and insurance context, and mark packets ready for scheduling.

Fax sorting.

Classify every inbound fax as referral, lab, record, prescription, billing, admin, or prior authorization work.

Prior auth packets.

Assemble demographics, clinical notes, imaging, orders, payer rules, and supporting records into one tracked authorization workflow.

Missing information.

Detect missing pages, IDs, signatures, and clinical evidence, then trigger follow-up before staff discover the blocker days later.

Chart creation.

Route clean, structured work into the EHR with the right patient, provider, queue, and audit trail.

Insight Health agents.

Lead with Fax and Referrals. Grow into the full AI front office.

Each agent owns a specific front-office or back-office job and writes cleanly into the systems your practice already runs.

Fax AI Agent.

Reads every inbound fax and classifies the document type.
Matches to the right patient chart with confidence thresholds.
Routes to the right EHR destination in under two minutes.
Flags missing pages and starts follow-up automatically.

Referrals Agent.

Extracts demographics, insurance, referring provider, and clinical context.
Creates the chart or referral work item when the packet is complete.
Alerts scheduling so new patients get booked faster.
Tracks each referral from arrival to next action.

Prior Auth Agent.

Turns faxed referrals, orders, and clinical records into a complete authorization packet.
Checks missing documentation before the payer rejects the request.
Tracks each authorization from intake to approval with an audit trail.
Escalates edge cases to staff with the right context already attached.

Epic athenahealth AdvancedMD eClinicalWorks NextGen IKnowMed Office Ally DrChrono Elation ModMed

SOC 2 Type II. Certified controls.

HIPAA. BAA-ready operations.

60+ specialties. Built for clinical workflows.

Physician-founded. Built with clinical oversight.

IMGA member walkthrough.

See your fax, referral, and prior auth queue run itself in 30 minutes.

Book a walkthrough tailored to an independent medical group. We will show how a live fax is read, matched, assembled into the right workflow, and queued for scheduling or authorization follow-up.