Turn Inbound Medical Faxes into EMR-Ready Documents
Intelligent Inbox captures incoming documents, classifies them by patient and document type, flags exceptions, and gives teams a controlled review workflow before submission back to the EMR.
Documents sorted automatically
Weekly to daily
Audit trail coverage
Five Steps from Fax to Filed
Trialist runs the entire pipeline end-to-end. Staff only see the small share of edge cases that genuinely need a human — a low-confidence patient match, an ambiguous visit date, a brand-new document type — and resolve them in seconds.
Ingest Automatically
Faxes and documents stream in from any source — fax systems (ATT, RingCentral, Documo, Intellifax), EMRs (OncoEMR, eClinicalWorks, Cerner, Epic), Dropbox, S3, and custom integrations. No manual upload.
Process & Store
Source PDFs are stored securely with full audit trail. OCR and document analysis run automatically — no human in the loop.
Classify & Match
AI categorizes each page, extracts patient identifiers, dates, and document signals, then matches against your organization records using your rules.
Resolve Edge Cases Fast
The system handles the routine 97%. Staff only review what genuinely needs them — flagged patient matches, ambiguous dates, or rare document types — typically minutes per day.
Submit Automatically
Approved documents flow straight into the destination EMR or downstream workflow. No manual filing, no copy-paste.
Preview shown with artificial patient data.
Without Intelligent Inbox
- ✗ 40+ hours per week sorting faxes manually
- ✗ Documents lost or misfiled in patient records
- ✗ No visibility into processing backlog
- ✗ Inconsistent naming across staff members
- ✗ No audit trail for document handling
With Intelligent Inbox
- ✓ 5 minutes per day reviewing exceptions
- ✓ 97% of documents sorted automatically
- ✓ Real-time dashboard shows queue state
- ✓ Organization-specific naming rules enforced
- ✓ Complete audit trail for every document
A Complete Document Operations Platform
More than just a viewer — Intelligent Inbox is a configurable document operations system that adapts to each organization's intake sources and downstream clinical systems.
Multi-Source Intake
ATT, RingCentral, Documo, Intellifax, OncoEMR, eClinicalWorks, Cerner, Epic, Dropbox, S3, and custom integrations. One workflow.
AI Classification
Page-level analysis with LLM-backed categorization. Extracts patients, dates, and document signals.
Custom Rules
Configure categories, subcategories, naming patterns, keywords, and notification behavior per organization.
Patient Matching
Extracted patient candidates reconciled against organization records. Missing or ambiguous matches flagged.
Exception Flags
Missing patients, multiple matches, page limits, classification errors — all become trackable work.
Review Workspace
Side-by-side PDF and classification output. Override categories, names, patients, and dates before submission.
Operations Dashboard
Volume, backlog, exceptions, submissions, and daily activity in real time.
Audit & Security
Role-based access, 2FA, encrypted credentials, organization-scoped data, and full audit logging.
Connects to Your Clinical Systems
Pull from any fax system and submit into any EMR. Trialist sits between them and runs the whole pipeline.
ATT
Inbound fax retrieval
RingCentral
Cloud fax & voice
Documo
API-based fax delivery
Intellifax
Healthcare fax routing
OncoEMR
Retrieval & submission
eClinicalWorks
HL7 inbound & outbound
Cerner
HL7 / chart submission
Epic
HL7 / chart submission
Dropbox
Watched folder intake
Amazon S3
Bucket-driven ingestion
Custom Integrations
REST, SFTP, HL7 endpoints
Gabrail Cancer Center
See how Gabrail Cancer Center transformed their document intake from 40 hours per week to 5 minutes per day with a 97% sort rate using Intelligent Inbox.
Sort rate
Time saved
Missed docs