Feature Spotlight: End-to-End Task Automation with Phelix AI

Articles Product Resources Apr 15, 2025

Managing incoming results isn’t just about filing documents — it’s about taking action quickly. Clinics often face delays between a document arriving, a task being created, and the patient actually getting scheduled.

With Task Automation, Phelix AI closes the loop.

As faxes arrive (e.g., lab results or consult notes), Inbox Agent automatically classifies and files them to the right patient chart. Then, based on your clinic’s rules, a task is created in the EMR — no staff input required.

Once the physician reviews and assigns the task, Outreach Agent picks it up and books the appointment with the patient. Everything happens within your EMR ecosystem.

How It Works

• Fax received
• AI classifies the document, then auto-files it to the chart
• Task auto-assigned based on doc type (e.g., “Review and book follow-up”)
• Physician reviews and assigns task to Outreach Agent
• Appointment scheduled — patient is notified

Why This Matters for Your Clinic

✅ Eliminates delays between fax review and patient booking
✅ Reduces manual triage, follow-ups, and task creation
✅ Patients are being scheduled and seen 30% faster with this workflow in place

Want to see how this works in your EMR?
Book a demo and we’ll walk you through it.