Shift Agents · Document Intake
AI document intake that turns every fax into a finished task.
The Document Intake Agent reads every incoming fax and document, splits the ones that hold more than one, matches each to the right patient, and files it. Anything missing is requested from the sender, and a critical result is escalated right away.
Nora P. · Referral by fax
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Document Intake Agent
Fax received at 2:14am: 9 pages.
Three documents inside: a referral, an MRI report, and a lab result.
Split into three and matched to patients.
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Document Intake Agent
The lab’s date of birth doesn’t match Nora.
Kept it out of her chart.
Asked the lab to confirm the patient.
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Document Intake Agent
Reading the referral and insurance…
Order read: lumbar epidural injection, Dr. Alvarez.
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Scheduling Agent
Offering Nora times by text…
Scheduled by text before the office opened.
What it does
What it does with every document
Reads it
Referrals, orders, records and results, from fax or upload.
Splits it
A multi-document fax becomes separate documents.
Matches the patient
Before anything is filed, never after.
Files it
To the right chart, as the right document type.
Chases what’s missing
Requests it from the sender, instead of leaving it in a tray.
Where it works
Where it fits in the journey.
The line it won’t cross
Never the wrong chart.
Matches the patient before filing, and escalates a critical result immediately instead of queueing it.
When it can’t match a document to one patient, it keeps it out of every chart and asks the sender to confirm.
See every agent’s guardrails →How it connects
Works inside the systems you already run.
Your EHR / PM
Reads and writes in the systems your team already uses.
- athenahealth
- NextGen
- AdvancedMD
- eClinicalWorks
- Greenway
- ModMed
- SIS
Fax
Incoming fax lines and document uploads feed it directly.
Questions
Document Intake Agent, answered.
What kinds of documents does it handle?
Referrals, orders, medical records and results that arrive by fax or upload, including faxes that bundle several documents together.
How does it avoid filing to the wrong chart?
It matches the patient before filing. If a document could belong to more than one patient, or to none, it stays out of every chart and the sender is asked to confirm.
What happens with a critical result?
A time-sensitive clinical result is escalated to your team immediately, not placed in the normal queue.
Does it work with our EHR?
It works with athenahealth, NextGen, AdvancedMD, eClinicalWorks, Greenway, ModMed and SIS, using APIs where they exist and Browser Agents where they don’t.
How is patient data protected?
Every customer gets a BAA, data is encrypted in transit and at rest, and each agent sees only what its task needs. Every action is logged with its reason.
Works alongside
See the Document Intake Agent work a week like yours.
20 minutes, with Lance Rodela, founder.