Communications · AI-assisted fax

Put each referral and authorization where someone can act on it.

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.

Designed for HIPAA-regulated workflows · BAAs where requiredHuman review for uncertaintyInbound and outbound fax
01

From receipt to record

Let the software sort the first pass. Keep the decision with your team.

  1. 01

    Receive the fax

    Connect a supported bring-your-own fax provider and receive the document in the practice workflow.

  2. 02

    Read and classify

    AI extracts context and suggests the document type so staff do not have to start with an unnamed file.

  3. 03

    Match or hold

    High-confidence matches can continue through the filing workflow; uncertain matches wait for confirmation.

  4. 04

    File with context

    Confirmed documents are attached to the appropriate patient timeline with their source and audit context.

02

Common therapy documents

Give common documents a place to go.

01

Referrals

Route a new referral into the intake and patient workflow.

02

Authorizations

Keep payer decisions with the patient and coverage context.

03

Signed plans of care

Store returned signatures with the relevant clinical record.

04

Coverage documents

Keep insurance-related documents available to authorized billing staff.

Before you decide

A few useful answers.

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01Is SoapBox fax designed for HIPAA-regulated use?

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.

02Do I need a physical fax machine?

No. Supported providers deliver and send fax documents through the online workflow.

03Which fax providers can I connect?

The current integration supports SRFax, Documo, and Phaxio accounts. Contact us before switching providers or numbers so we can confirm the connection path.

04What happens when the patient match is uncertain?

The item is held for an authorized user to confirm rather than being presented as a completed match.

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