A referral fax arrives overnight. By the time someone finds it in the machine and reads it the next afternoon, the patient has already called somewhere else.
David reads it the moment it arrives, extracts the relevant information, and routes it into the right workflow — the referral gets contacted the same morning, not a day and a half later.
How It Works
David's full workflow, step by step.
Not a feature list — the actual sequence this employee runs, every time.
Stage 01 / 04
Document Received
Picks up incoming faxes — referrals, lab orders, records requests — as soon as they arrive, not on the next person's schedule.
Document ReceivedPicks up incoming faxes — referrals, lab orders, records requests — as soon as they arrive, not on the next person's schedule.Content ExtractedReads and classifies the document, pulling out the specific information that matters.Routed AppropriatelySends referrals into booking, lab results into the right chart, records requests to the right process.Confirmation LoggedTracks that the document was received and acted on, closing a loop that paper often leaves open.
Pain Points Resolved
The specific problems this employee exists to solve.
Faxes sitting unread
The Problem
A physical or digital fax pile is easy to fall behind on, especially on busy days — and delays compound the longer something sits.
How David Resolves It
Every document is processed the moment it arrives, with nothing waiting for someone to get around to it.
Referrals lost or delayed
The Problem
A referral that isn't acted on quickly often results in the patient going elsewhere before anyone follows up.
How David Resolves It
Referrals are extracted and routed into scheduling immediately, closing the gap between arrival and action.
Manual re-entry from scanned documents
The Problem
Getting information out of a faxed document and into the system usually means someone typing it in by hand.
How David Resolves It
Structured data is extracted automatically and routed directly — no re-keying.
Not One Script
How David's role adapts by industry.
Dental & Medical
Handles referrals, lab orders, and records requests — still a very real volume of fax traffic in healthcare specifically.