Fax Transform

Referral intake: Turn faxed referrals into scheduled visits without manual data entry

Prior authorizations: Capture and route faxes from payers into the right workflow

Lab and imaging orders: Pull in outside test results and send them to the right provider in the EHR

Perioperative forms: Collect and index surgical clearance paperwork so staff are not chasing patients

Community records: Bring in faxes from outside clinics or post-acute facilities to complete patient charts

Insurance paperwork: Extract and route eligibility or benefits forms directly to revenue cycle staff

Same as above

Health informatics management teams, document management teams, referral managers, service line owners, patient access leaders. 

How Fax Transform Is Different

Audience: Health systems and clinics buried under referral faxes.

Problem: Most fax automation tools only digitize documents, but they don’t actually move fax documents forward into care.

1. Goes Beyond OCR

Competitors usually stop at scanning and text recognition. Fax Transform not only extracts data but also routes it directly into the EHR, triggering scheduling workflows instead of leaving staff with piles of PDFs.

2. Built for Referrals, Not Just Documents

Other tools are generic document ingestion. Fax Transform is tailored to referral intake — pulling out referring provider info, reason for visit, insurance, and patient contact details — and starting the patient’s journey right away.

3. From Fax to First Visit

Competitors handle “fax to file.” Fax Transform connects intake with patient scheduling, outreach, and reminders so referrals don’t fall through the cracks.

4. Staff Time Savings

Most products reduce manual typing. Fax Transform eliminates follow-up calls, duplicate entry, and referral chasing — freeing staff to focus on patients rather than paperwork.

5. Configurable, Not Custom-Coded

Many competitors require heavy IT lift to map forms and build workflows. Fax Transform uses pre-built healthcare templates and low-code tools so clinics can adjust quickly without waiting on vendors.