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Early access

Healthcare fax automation

An early-access approach to classifying medical faxes, matching patients, routing documents, and starting the next workflow.

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Short answer

Healthcare fax automation turns an incoming document into assigned work. The system identifies the document type, extracts approved fields, matches the patient, routes the document, and starts a defined follow-up path. Staff review uncertain matches and clinical content.

Where it fits

It fits practices where faxes wait in one queue and staff must open, classify, rename, match, and route every document.

Clark Street is developing this area with early-access partners. Supported document types and EHR actions must be confirmed for each workflow.

A practical workflow

  1. 1

    Receive the document

    Accept the fax from the approved source and retain the transmission context needed for audit and retry.

  2. 2

    Classify the document

    Identify referrals, results, records, authorizations, requests, and other configured types.

  3. 3

    Extract and match

    Read the approved fields and match them to a patient only when confidence and practice rules allow it.

  4. 4

    Route and record

    Place the document and structured fields in the correct EHR location or staff queue.

  5. 5

    Start the next step

    Trigger missing-information, referral, prior-authorization, or review work when the document type supports it.

What the practice controls

  • Require staff review for uncertain patient matches.
  • Keep clinical priority rules approved by a qualified owner.
  • Prevent duplicate document creation.
  • Retain source, timestamp, classification, and routing history.

What to measure

  • Documents routed without correction
  • Time from receipt to assigned owner
  • Unmatched and low-confidence documents
  • Duplicate and misfiled documents

Common questions

Is Clark Street fax automation generally available?
No. It is an early-access capability. The supported fax sources, document types, and EHR actions are defined with each partner.
Does automation remove staff review?
No. Uncertain matches, clinical findings, and unsupported document types remain in a review queue.
Can one fax start another workflow?
That is the intended model. A verified referral or authorization document can start a configured downstream task.

Sources and limits

Product scope, payer rules, and connected-system support can change. Review the linked material and confirm the exact workflow before relying on it.

  1. HHS guidance for covered entities and business associates — Official guidance on business associate agreements and safeguards for protected health information.
  2. Luma Health fax automation overview — Official vendor example of document classification, routing, referral processing, and follow-up.
  3. Clark Street Health product overview — Current patient communication, routing, and EHR workflow scope.

Discuss an early-access workflow

Bring one request type, the rules your staff follow, and the result that belongs in the EHR. We will map the normal path and the exceptions with you.

Book a workflow demo