HealOS Fax & Referrals uses AI to read, classify, and route every incoming fax and referral directly to the correct patient chart in Kareo — no manual sorting, no lost documents.
Your fax machine is a black hole. Referrals get lost, labs sit unread, and staff spend hours sorting and scanning documents into the right patient charts. Critical information falls through the cracks.
A fax, referral, lab result, or any document arrives at your practice — by fax, email, or upload.
HealOS OCR extracts text, identifies the document type, matches it to a patient, and determines urgency level.
The document is automatically filed in the correct patient chart in Kareo. Urgent items are flagged for immediate staff review.
For referrals, HealOS tracks the entire lifecycle — from receipt to scheduling to completion — ensuring no referral falls through the cracks.
Document sorting time
Lost documents
Referral completion
Filing accuracy
Urgent doc response
Staff time
We'll walk through real workflows — from the moment work begins to the moment it appears inside Kareo.
20 free sessions/month. No credit card required.
