How Medsender works

Everything coming into your practice, acted on before your team arrives.

Every fax, referral, and call arrives organized, labeled, and ready in Medsender before anyone touches it.

Medsender sits between what arrives and your EHR. Your team decides. Medsender does the rest.

Every fax. Every referral. Every call.
Faxes
Referrals
Calls
Medsender
Reads. Labels. Acts.
Patient record
Finds. Matches. Posts.
Ready in the chart.
40 hrs
Saved per week, per location
85%
Referrals converted to appointments
50%
Referrals processed same day
100%
Calls answered
The flow

From the moment it arrives to the moment it is in the chart.

Every fax, referral, and call goes from arrival to the chart
on its own, without anyone working it by hand.

Arrives

Every fax and referral is captured the moment it is sent, and every call is answered the moment it rings, instead of piling up across three systems and a ringing phone.

Inbound faxReferral packetWeb formCall answered

Gets read or resolved

OCR turns every fax page, typed or handwritten, into clean text, and the AI finds the patient and pulls the fields that matter. An AI voice agent answers every call, resolves what it can, routes the rest to the right person, and captures everything.

Document triagedCall resolved or transferredCall recorded, transcribed and summarized

Gets routed and tracked

Each item moves to the right inbox, assigned to the right person, with the next step obvious to whoever picks it up. Everything is seen and owned.

Right inboxRight ownerNext actionPriorityReferral tracked

Posts to the chart

The finished record posts to the right chart in your EHR, every referral stays tracked until the patient is booked, and each call lands in its inbox with a recording, transcript, and summary.

Patient matchPosted to EHRAudit trail
The result

Every document handled end to end, from the second it arrives to a finished record in the chart.

Every item accounted forRecords always current in the EHRStaff freed from data entry
How our AI works

Faxes, Referrals, and Forms - Read and Understood by AI

Faxes, referrals, and forms
Inbound faxScan

“pls schedule MRI lumbar, see attached, Dr. P”

Received
One AI, four steps
1
OCR reads every page

Typed or handwritten, crisp scan or faded fax, OCR turns any document into clean text. No templates to set up, no document too messy to read.

2
AI identifies and labels it

It recognizes the document, gives it a clear title, a category, and tags, and matches it to the right patient, across different layouts and senders.

3
It extracts the details

Referrals, results, demographics, insurance: the AI lifts the specific fields off the page, structured and ready to file.

4
It routes the work

Based on what it read, the AI tags each item by type and priority, then sends it to the inbox that handles it.

Structured by the AI
Title
Referral, MRI lumbar spine
Category
Referral
Tags
ImagingPrior authRoutine
Patient
Maria Alvarez
Date of birth
03/14/1978
Referring provider
Dr. R. Patel
Insurance
Aetna PPO
Authorization
#A-48213
Diagnosis
M54.5
AI Voice Agent - Calls
An AI voice agent answers the phone.

A call is not read like a document, so it gets its own AI agent. An AI agent picks up, handles the routine requests end to end, and captures the rest with a recording, transcript, and summary for reception.

Answers every call

An AI agent picks up the call so nothing lands in voicemail.

Handles the routine

Refills, scheduling, and common questions, start to finish.

Recording, transcript, summary

Every call lands in the inbox with a recording, a full transcript, and a short summary.

Agentic-AI - Referrals
AI agents work the referral. Your coordinator works the exceptions.

Every faxed referral is read and indexed the moment it arrives. From there, agentic AI takes over - AI agents work the referral from start to finish, not just flag it for someone else to handle. They keep going until the patient is booked and the referral is in the chart. Your coordinator only touches the exceptions.

AI Agents take over

New referrals are picked up automatically. Agents triage the referral, merge duplicates, text the patient, and follow up with a phone call when there is no response.

Booked and posted

The patient gets scheduled, the referral posts to the chart, and a reply faxes back to the referring office. When no chart exists yet, the AI agent creates one.

Exceptions only

Anything the AI agents cannot resolve goes to the referral coordinator with the context already gathered.

Built for healthcare, not bolted on
Trained on healthcare

Knows a referral from a result from an authorization, reads handwriting, and handles multi-page packets.

Sharper the more it sees

Learns the senders and document patterns specific to your practice, so accuracy keeps climbing.

It pulls the details that matter

Finds the patient, the document type, and the key fields, then routes it to the right inbox.

Visibility

Everything coming in, visible in one system.

Faxes, documents, forms, referrals, and calls all live in one system, so nothing hides in a separate tool. Everything is sorted, prioritized, and routed to whoever handles it, whether that is one person or several, while staying in view in one place. No switching between standalone tools.

Fax Inbox

Every fax arrives, gets read, and is routed here, already titled, tagged, and categorized, so your team sees what each one is before opening it.

Inbox14 waiting
Referral, MRI lumbar spineNext up
Records requestRecords
Prior auth formPrior auth
+11 more in line
Learn more

Referral Inbox

Every referral is read and routed here, then tracked from arrival to booked appointment, with status, next step, and owner already set.

Inbox9 waiting
Cardiology, new patientNext up
Dermatology follow-upTracked
GI consultRouted
+6 more in line
Learn more

Call Inbox

The AI agent answers and helps every caller. Calls that need a person are routed, all call recordings, summary and transcripts are routed to the inbox.

Inbox6 waiting
Callback, Maria AlvarezNext up
Insurance question1:39
New patient intake3:02
+3 more in line
Learn more
In the patient record

Everything lands in the right patient record.

When the work is done, it posts to the right chart in your EHR. Every fax, every referral, and every call ends up in the patient record, complete and current, with nothing to re-type.

Every communication added to the patient recordFiled in the EHR you already use, with no new system for your team to learnA full history your clinical team can trust at the point of care
Patient record
Updated as work is completed
Live
Fax
Cardiology consult note
Filed
Referral
Ortho referral received
Tracked
Call
Refill request summarized
Logged
What it means for your practice

What this changes, day to day.

Automating the manual work creates real capacity. The hours your team used to spend on paperwork go back into patient care, while more referrals convert and more calls resolved automatically.

Capacity back for your team

Roughly a full-time role’s worth of hours, freed every week per location, so your team can take on more without hiring.

Patients seen sooner

Patients move from referral to visit faster, and your practice books the revenue sooner.

More referrals turn into visits

Fewer referrals stall or leak out, so more referred patients actually land on the schedule.

No caller sent to voicemail

The phones stop running your front desk, so your team works the inbox instead of the lines.

EHR Integration

Works with the EHR your practice already uses.

Medsender works alongside your existing fax lines and the EHR your practice already runs on, with zero workflow disruption. No rip and replace, no new screens to learn. Your team keeps working where they already work.

Don’t see yours? We support additional integrations.

See All Integrations
Security & compliance

Built for healthcare. Secured to the highest standards.

Every fax, referral, and call handled in full compliance with healthcare data requirements.

HIPAA Compliant

All data handled in full compliance with HIPAA.

SOC 2 Type II

Independently audited security controls.

End-to-End Encryption

Encrypted in transit and at rest, always.

Scale your practice, not your payroll.

30 minutes. Your specialty. Your EHR. Your volume.