Feature

Action items + assignment queue

Every fax produces a one-line "what to do next" plus a routing decision — to a staffer, a role, or a location. No more "who is working the fax stack today?"

Part of the TakeFax core

How it works

Action item per fax

AI suggests the next action (e.g. "Schedule patient for cardiology consult") that the assignee can accept or rewrite.

Role-based routing

Send PAs to the biller, referrals to scheduling, refills to the MA. Routes adapt to your locations and staffing patterns.

Status + SLA tracking

Faxes carry a status (new, in progress, waiting, done) and an SLA timer per category.

Why it matters

  • Distributes the fax workload predictably across the team
  • Eliminates "lost in the stack" with explicit ownership
  • Surfaces aging items before they become missed revenue

Ready to see it on your own faxes?

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