Auto-Filing Faxes: How It Works

Articles Product Resources Nov 19, 2024

Keeping up with the steady influx of incoming faxes is a daily challenge for many busy clinics. Administrative teams spend hours triaging documents, manually filing them into patient charts, or assigning them for provider review. This repetitive work takes time away from other critical tasks, slowing down workflows and adding unnecessary strain.

Phelix’s Inbox Agent takes a major step forward in solving this challenge with its Auto-Filing feature, enabling clinics to streamline document handling even further and focus on what matters most—patient care.

Introducing Phelix’s Inbox Agent: Automating Fax Management

Phelix’s Inbox Agent is designed to handle high volumes of faxes with ease. Using advanced AI, it retrieves, classifies, and names incoming fax documents, tagging them to patient records within the EMR. The latest addition, Auto-Filing, goes a step further by eliminating the need for manual input entirely under specific conditions.

This game-changing feature delivers unparalleled efficiency, helping clinics optimize workflows and save valuable administrative time.

Auto-Filing Feature: The Power of Full Fax Automation

The Auto-filing feature uses advanced AI to automatically file faxes directly into patient charts and provider inboxes—no manual input required. Here’s how it works:

1. Accurate Patient Matching: If the document mentions a patient that matches an existing record in the EMR, the system assigns it to the correct chart.
2. Confidence-Based Classification: Documents are auto-filed only if the identified type (e.g., lab result, referral) meets a predefined confidence level, ensuring accuracy.
3. Customizable Optional Filters: Clinics can add an extra layer of control by requiring that the matched patient record has an assigned MRP before auto-filing proceeds.

With these safeguards, the Auto-filing feature enables clinics to achieve up to 50% fully automated document triaging, freeing up staff to focus on higher-value tasks.

Boost Clinic Efficiency with Auto-Filing

Phelix’s Auto-Filing feature is available at no additional cost to Inbox Agent users. Discover how your clinic can save hours every week and streamline workflows like never before.

📄 Want to see it in action? Book a demo today and experience the difference Auto-Filing faxes can make.