Access
Referral

Categorize and Sort Inbound Documents

OCR-categorizes faxed documents and routes them to specific folders based on your custom rules.

Est. ROI

2x

Go-live

4 weeks

Value overview

This flow saves time by interpreting and sorting incoming documents to the right folder for staff review. This speeds up the turnaround time from fax receipt to fax indexed, effectively speeding up the process on documents like referrals or auths.

How it works

This flow ingests and OCRs faxes or other external documents and categorizes them according to your rules. Sorted documents are sent to distinct SFTP folders, from which you can import into your document management system, network drive, or other delivery mechanism.

Canvas view

Go to flow

EHR Compatibility

Epic
Oracle
Athena

Integrations required

SFTP
Trigger & Data Ingest
AI Processing
Output / Action