AI intelligent document processing.

Never type a fax into a chart again.

We read every inbound fax, referral, lab, and record, pull out the clinical data, match it to the right patient, and write structured work into your EHR. Usually in under two minutes, with a human in the loop wherever it matters.

HIPAA compliant SOC 2 Type II Physician-founded
FAX
Inbound referral 3 pages, received 9:14 AM
Filed to chart
ClassifiedSpecialty referral, not a lab or records request.
Auto
Extracted14 fields, including order, diagnosis, and payer.
Read
Patient matchedLinked to the right chart.
99% sure
SummarizedClean clinical summary, missing items flagged.
Ready
Routed to EHRStructured data written, next action assigned.
Pushed

Why it matters.

The fax line is where staff hours quietly disappear.

Every faxed referral, lab, and record still gets read, sorted, keyed in, and chased by a person. We hand that work to AI and give your team the exceptions to review.

99.5%

Extraction accuracy on faxed clinical documents.

<2 min

To read, structure, and route each document.

80%

Less manual document review for your front office.

24/7

Processing, so nothing waits in a queue overnight.

How it works.

One path from inbound document to chart-ready work.

The AI agent does the repetitive reading and data entry. Your staff stay in control of clinical exceptions and anything that needs a second set of eyes.

1

Capture.

Pull every fax, e-fax, portal upload, and scanned record into one queue.

2

Classify.

Identify each document type and split multi-document faxes into separate items.

3

Extract.

Read demographics, insurance, ordering provider, diagnosis, and orders, even handwriting.

4

Match.

Find the right patient and attach to the correct chart, with a confidence score.

5

Summarize.

Generate a clean clinical summary and flag anything that is missing.

6

Route.

Write structured data into the EHR and assign the next action, with a full audit trail.

What it does.

More than OCR. It understands the document.

Generic scanning turns a fax into searchable text. We turn it into structured, patient-matched, chart-ready work your team can trust.

Smart classification.

Sorts referrals, labs, imaging, records requests, and more, automatically.

High-accuracy extraction.

Reads structured and messy documents at 99.5% field-level accuracy.

Advanced patient matching.

Links each document to the right chart, or flags a confident new-patient create.

Confidence scoring.

Every field carries a score, and you set the threshold for auto-approval.

Priority routing.

Sends each document to the right queue and flags what is urgent.

Missing-info follow-up.

Detects gaps like a missing insurance card and queues the outreach to close them.

Unified multi-location inbox.

One queue across every fax line, site, and provider, with role-based access.

Searchable OCR.

Makes every page, including handwriting, searchable and auditable.

Exception handling.

Low-confidence items go to a clean review queue, never silently into the chart.

Every document type.

If it lands on your fax line, we can read it.

Clinical and administrative documents alike, processed the same way: read, structured, matched, and routed.

Referrals Lab results Imaging reports Consult and clinical notes Prior authorization requests Insurance and benefits Prescription requests Medical records requests Claims and payment documents

Built for specialty practices.

Tuned for your specialty, not generic AI.

We publish specialty-specific document templates and benchmarks for the high-referral-volume specialties we serve best, so a 35-provider group sees its own workflows, not a generic demo.

Gastroenterology Orthopedics Cardiology Neurology Urology ENT Dermatology Pulmonology Nephrology Pain management Pediatrics

EHR-native.

Structured data, written straight into your EHR.

We do not bolt a separate inbox onto your workflow. We write clean, structured documents and tasks into the system your team already lives in.

athenahealth
Epic
eClinicalWorks
NextGen
AdvancedMD
DrChrono
Elation
Charm Health
ModMed
Office Practicum
2-4weeks to live

Go live in weeks, not months.

Start with one fax line.

We keep the first deployment scope honest and expand once you trust it.

Measurable ROI by week six.

You see hours reclaimed and backlog cleared in the first month.

One vendor, one contract.

One platform and one BAA for your document AI, not a procurement maze.

Your team stays in control.

Set confidence thresholds and keep humans on the exceptions.

Security and compliance.

PHI handled with clinical-grade controls.

Inbound documents are full of protected health information. We treat that workflow with HIPAA-grade controls from day one, under our S.A.F.E. architecture: supervised, self-evaluating, and multi-model verified.

HIPAA compliant. BAA-ready operations for protected health information, encrypted in transit and at rest.
SOC 2 Type II. Certified controls for security, privacy, and availability.
Multi-model verification. Extractions are checked across models, with de-identification and confidence scoring.
Physician-founded. Built with clinical oversight and deep healthcare workflow expertise.

See it on your own documents.

Watch one fax become structured chart work in minutes.

Book a walkthrough and we will show how we read the document, extract the data, match the patient, check for missing information, and route the next action into your EHR.

Book a demo