Turn faxed referrals and documents into automated digital workflows
ReferralMD’s Fax & Document Automation converts faxed referrals and attached documents into structured, digital workflows. Incoming faxes are automatically processed, routed, and tagged—eliminating manual intake work and transforming paper-based referrals into actionable digital data.
Automate Intake from Faxed Referrals
Fax doesn’t have to mean manual.
ReferralMD automatically ingests faxed referrals and converts them into digital referral records that can move through modern workflows.
-
Automated fax intake
-
Digital referral creation from faxed documents
-
Faster intake without manual data entry
Paper referrals become usable immediately.
Intelligent Document Processing and Tagging
Not all faxed documents are the same.
ReferralMD automatically identifies and organizes faxed content to ensure the right documents are attached to the right referrals.
-
Automatic document tagging and categorization
-
Attachments linked to referral records
-
Reduced document misplacement and errors
Staff no longer have to sort or label documents by hand.
Automated Routing and Workflow Assignment
Send faxed referrals to the right place automatically.
ReferralMD routes faxed referrals and documents based on predefined rules and workflows.
-
Route by specialty, department, or provider
-
Assign referrals to the correct queues
-
Eliminate manual inbox sorting
Fax becomes part of a structured, trackable process.
Convert Paper-Based Processes to Digital Workflows
Fax shouldn’t slow down care.
By automating fax intake and document processing, ReferralMD helps organizations transition from paper-based workflows to digital referral management.
-
Replace manual fax handling
-
Reduce scanning and rekeying
-
Enable end-to-end digital referral tracking
Fax becomes an entry point—not a bottleneck.
Full Visibility and Auditability
Know where every faxed referral goes.
ReferralMD provides visibility into faxed referral intake, processing, and routing.
-
Track when faxes are received and processed
-
See how documents are routed and tagged
-
Maintain accountability across teams
No more lost faxes or unclear ownership.
Why It Matters
Faster Referral Processing
Automated intake reduces delays caused by manual fax handling.
Reduced Administrative Burden
Less sorting, scanning, and data entry.
Improved Accuracy
Structured digital workflows reduce errors.
Modernize Legacy Processes
Transform fax-heavy environments without disruption.
Bring Fax Into the Modern Referral Workflow
ReferralMD’s Fax & Document Automation turns faxed referrals into structured, automated digital workflows—helping organizations move faster without abandoning the systems they still rely on.
