Referrals
Route a new referral into the intake and patient workflow.
Communications · AI-assisted fax
Referrals, authorizations, and signed plans of care still arrive by fax. SoapBox reads the document, suggests what it is and where it belongs, and leaves uncertain matches for a person to check.
From receipt to record
Connect a supported bring-your-own fax provider and receive the document in the practice workflow.
AI extracts context and suggests the document type so staff do not have to start with an unnamed file.
High-confidence matches can continue through the filing workflow; uncertain matches wait for confirmation.
Confirmed documents are attached to the appropriate patient timeline with their source and audit context.
Common therapy documents
Route a new referral into the intake and patient workflow.
Keep payer decisions with the patient and coverage context.
Store returned signatures with the relevant clinical record.
Keep insurance-related documents available to authorized billing staff.
Before you decide
Have a question about your practice? Tell us how you work today.
Ask us a question →Fax documents use encryption, access controls, and audit logging. Connected providers must satisfy the contractual safeguards required for their processing, including BAAs where required. SoapBox AI implements safeguards designed to protect PHI, and Simplicity Group Advisors, LLC enters into BAAs where required. HIPAA compliance also depends on your organization’s policies, configuration, authorized users, and use of the service.
No. Supported providers deliver and send fax documents through the online workflow.
The current integration supports SRFax, Documo, and Phaxio accounts. Contact us before switching providers or numbers so we can confirm the connection path.
The item is held for an authorized user to confirm rather than being presented as a completed match.
Try it in a real situation
Talk with us about your current provider, number, and review process.
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