SmartFax AI

Patient Data Extraction – Automatically pulls key identifiers like name, DOB, gender, and contact info.

Smart Patient Matching – Uses advanced logic to match existing patients or create new records.

Provider Recognition – Identifies referring providers and automatically builds contact profiles.

Document Categorization – Classifies each fax by type for faster routing.

Auto Referral Creation – Instantly generates referrals from the right documents, eliminating the need for manual entry.

Automate the Busywork – SmartFax AI scans, orients, splits, and extracts key data—turning hours of fax work into seconds.

Route Instantly – Faxes flow automatically to ReferralMD or your EHR, attaching to the right patient record every time.

Capture Every Detail – AI pulls patient and provider info with precision, matching or creating records on the spot.

Customize Your Workflow – Set your own document categories and routing rules so SmartFax AI works the way your team does.

Streamline and Save Time – From intake to upload, SmartFax AI eliminates manual steps—reducing errors, speeding care, and freeing up staff.

Say Goodbye to Manual Work – SmartFax AI handles the scanning, splitting, and sorting—so your team can focus on patients, not paperwork.

Get Documents Where They Belong – Referrals flow straight into ReferralMD, while patient records sync automatically with your EHR.

Capture the Details That Matter – AI extracts patient and provider info with precision—no typos, no double entry, no wasted time.

Make It Work Your Way – Customize categories and routing rules to fit SmartFax AI into your unique workflow.

Move Faster, Work Smarter – Cut hours of admin time, reduce errors, and keep care moving—all powered by AI.

With ReferralMD, stay top of mind with referring providers by sending weekly status updates automatically. Let the software do the work and close the loop.

By improving customer service, you will see an uptick in referral volume from existing referral partners.