Read referrals, extract data, and see patients with AI Fax
Built into your Promptly referral portal, Al Fax is a referral management tool that reads every inbound referral and pre-fills the details so your team just reviews, clicks, and approves.
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The AI Fax difference
Reads every referral automatically
No more manual sorting. No more re-typing. Al Fax reads and organizes handwritten notes, blurry PDFs, and multi-page stacks.
Gets referrals to the right place instantly
Every referral is sorted into your dashboard the moment it arrives. Multi-page stacks are separated by patient. Just review and approve.
Gives your team back 4-5 hours a day
With AI Fax, your coordinators stop shuffling and organizing referrals. Patients get scheduled faster. Patients get care sooner.
Hundreds of specialty clinics across the country trust Promptly.
From appointment-tracking integration to new-patient creation, Al Fax automates your referral process so your team can focus on delivering even better patient care.
Al Fax simply reads what already comes in, organizes it, and hands your coordinator a clean queue of referrals to work.
Instant referral reading & categorization
AI Fax instantly organizes all of your referrals.
- Filter referrals by date range, referring practice, or physician
- See all appointment status updates in one place
- Let coordinators instantly identify what's new, what needs action, and what's been processed
Multi-paged, stacked faxes, separated instantly
When referring practices batch 10 referrals into one fax, Al Fax splits them apart, matching every page to the right patient before your team touches anything.
Organize Referrals FasterAI captures and pre-fills patient information
Al Fax extracts patient name, DOB, referring physician, and clinical notes from every fax and pre-fills the fields so your coordinator confirms instead of spending hours doing it manually.
Automate Your Referral Process
Frequently Asked Questions About AI Fax
What is Al Fax?
Al Fax is a feature inside your Promptly referral portal that automatically reads every inbound referral, extracts patient data (name, DOB, referring physician, clinical notes), and sorts it into the right folder before your team touches anything.
Will AI Fax replace my staff?
No, it just replaces manual work. Your coordinator still decides which patients to call first, how to handle complex cases, and which referrals to flag. They just stop spending 4-5 hours a day on data entry.
Can AI Fax read messy referrals?
Yes. Whether you have handwritten notes, blurry PDFs, JPGs, or TIFS, AI Fax handles them all. It even separates multi-page stacked referrals and matches each page to the right patient, ensuring a truly hands-off experience for your staff.
What about urgent referrals?
They show up in your Promptly dashboard the moment they arrive and are flagged as high-priority. You’ll never have to deal with urgent faxes buried in a pile again.
Is AI Fax HIPAA compliant?
Yes, everything is encrypted and HIPAA compliant from end to end so your patients don’t have to worry about sensitive data leaking.
How long does setting up AI Fax take?
It’s easy! Schedule time with your Promptly consultants and they’ll create an action plan for you to configure your AI Fax solution.
