PatientStudio eFax
Send, receive, read, and file faxes directly inside PatientStudio. No third-party portals, no manual uploads — and no lost referrals, authorizations, records, or signed plans of care.
Native
AI-enabled OCR
Connected to the chart
Fax inbox
3 new today
Dr. Patel — Fairfax Ortho
2 pages · 8:14 AM
Referral
→ filed to new patient
UHC — Prior authorization
1 page · 9:02 AM
Authorization
→ case updated · 12 visits
Dr. Nguyen — signed POC
3 pages · 10:47 AM
Plan of care
→ attached to J. Wilson
AI OCR read, classified, and routed all 3 — nothing to file by hand
Inbound eFax
Referrals, authorizations, records, and signed plans of care land in one centralized inbox — inside the EMR.
AI-enabled OCR
Incoming documents are read and classified automatically, then routed to the right patient record or case.
Outbound eFax
Fax notes, records, and plans of care straight from the patient chart — with a clear history of what was sent and when.
Built-in faxing, not another integration
Most EMRs bolt faxing on through outside integrations — extra logins, extra portals, extra filing. PatientStudio reads each incoming fax with AI-enabled OCR, identifies what it is and who it belongs to, and updates the right record — a referral fills in referral details, an authorization updates the case.
Referral details entered into the patient record automatically
Authorization info identified and applied to the case
No downloading, scanning, renaming, or manual uploads
INCOMING FAX · P.1
EXTRACTED BY AI OCR
Document type
Referral
Patient
Sarah Mitchell
Referring provider
Dr. A. Patel, MD
Diagnosis
M54.5
Visits prescribed
2×/wk · 6 weeks
File to record
Review
Designed for the way PT clinics work
01
Receive and process new patient referrals
02
Attach outside records to the patient chart
03
Update cases with authorization details
04
Send notes and records to referring providers
05
Send plans of care for provider signature
06
Keep a clear document trail for billing and compliance
Centralize
One inbox, inside the EMR
Inbound and outbound faxing live where scheduling, notes, and billing already do — fewer tools, fewer logins.
Move faster
Referrals keep moving
Staff process referrals and authorizations faster when the paperwork files itself.
Stay accountable
A trail on every chart
Records, signed plans of care, and full fax history stay tied to the right patient.
Manage faxed documents, referrals, authorizations, and plans of care inside the platform your team already uses.