Joseph. Eliminate Manual Fax Work And Reduce Document Delays.
Automated fax routing, document management, referrals, and lab order tracking — the paper trail nobody wants to own.
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.
Joseph 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.
Joseph's full workflow, step by step.
Not a feature list — the actual sequence this employee runs, every time.
Document Received
Picks up incoming faxes — referrals, lab orders, records requests — as soon as they arrive, not on the next person's schedule.
The specific problems this employee exists to solve.
Faxes sitting unread
A physical or digital fax pile is easy to fall behind on, especially on busy days — and delays compound the longer something sits.
Every document is processed the moment it arrives, with nothing waiting for someone to get around to it.
Referrals lost or delayed
A referral that isn't acted on quickly often results in the patient going elsewhere before anyone follows up.
Referrals are extracted and routed into scheduling immediately, closing the gap between arrival and action.
Manual re-entry from scanned documents
Getting information out of a faxed document and into the system usually means someone typing it in by hand.
Structured data is extracted automatically and routed directly — no re-keying.
How Joseph's role adapts by industry.
Handles referrals, lab orders, and records requests — still a very real volume of fax traffic in healthcare specifically.
Who Joseph hands off to.
See Joseph take a real call.
Bring your actual booking rules and edge cases — no generic script, no canned demo.
Book a Pilot