Instantly Find and Filter Patient Faxes – Feature Focus

Articles Product Resources Nov 11, 2024

In busy clinics, administrative staff face the daily challenge of managing a high volume of faxes—patient referrals, test results, insurance documents—that need to be located, categorized, and assigned accurately. Traditional fax management often requires time-consuming searches through paper stacks or disorganized digital folders, which adds strain to administrative workflows and diverts attention from patient care. Phelix’s Inbox Agent offers a solution with its instant Search and Filter features, allowing staff to quickly access and organize faxes, thereby improving efficiency and reducing stress.

Introducing Phelix’s Inbox Agent: A Streamlined Solution for Fax Management

Phelix’s Inbox Agent simplifies the fax management process through automation, reducing time spent on manual document handling and increasing accuracy. Integrated with eFax or shared drives, the Inbox Agent retrieves incoming faxes, automatically classifies and names them, and tags them directly to patient records within the EMR. Its AI-powered extraction ensures patient details are automatically recognized and searchable out of the box, so clinic staff can quickly access critical documents like test results and referrals without sifting through endless folders. With an intuitive design, Phelix’s Inbox Agent streamlines workflows, helping clinics manage high document volumes efficiently.

Search Feature: Instantly Find Patient Faxes When Needed Most

Phelix’s Inbox Agent includes a powerful Search functionality that allows clinic staff to locate patient faxes in seconds, reducing time spent navigating through extensive digital folders.

The Search feature is particularly useful when responding to patient inquiries. For instance, if a patient calls to check the status of a referral or test result, staff can quickly perform a search to retrieve the relevant fax and provide a prompt update. This quick access to documents not only saves time but also improves the patient experience by delivering faster, more accurate information.

Filter Feature: Organize Faxes for Streamlined Workflow

In addition to Search, the Inbox Agent’s Filter feature offers further control over document retrieval. Staff can filter faxes by key criteria, such as location, document type (e.g., lab tests, referral letters, prescriptions), or date, allowing them to prioritize or review specific categories of documents with ease.

For clinics with multiple locations or those handling high volumes of diverse documents, the Filter feature is invaluable. A clinic can, for example, filter documents by type to focus on lab results, ensuring they are reviewed and filed promptly. This ability to filter out unnecessary information enhances productivity, allowing staff to stay focused on high-priority tasks without distraction.

Ready to see Phelix in action?

Book a demo to explore how the Inbox Agent can transform document management for your clinic.