HealOS
Backed by Y Combinator

Fax & Referrals for Open DentalEvery document filed, every referral tracked

HealOS Fax & Referrals uses AI to read, classify, and route every incoming fax and referral directly to the correct patient chart in Open Dental — no manual sorting, no lost documents.

The Problem Fax & Referrals Solves

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.

How Fax & Referrals Works with Open Dental

1

Document arrives

A fax, referral, lab result, or any document arrives at your practice — by fax, email, or upload.

2

AI reads and classifies

HealOS OCR extracts text, identifies the document type, matches it to a patient, and determines urgency level.

3

Routed to correct chart

The document is automatically filed in the correct patient chart in Open Dental. Urgent items are flagged for immediate staff review.

4

Referrals tracked end-to-end

For referrals, HealOS tracks the entire lifecycle — from receipt to scheduling to completion — ensuring no referral falls through the cracks.

What Gets Automated

AI-powered OCR reads and extracts data from faxes
Auto-classifies document type (lab, referral, auth, records)
Routes documents to correct patient chart in Open Dental
Referral tracking with status updates and follow-up
Flags urgent documents for immediate attention
Converts paper referrals to structured data
Tracks referral completion and loop closure
Complete audit trail for every document

Open Dental Fax & Referrals Results

Document sorting time

Before: 2-3 hours/day manual sortingAfter: Automatic — zero manual sorting

Lost documents

Before: 5-10% never reach chartAfter: Zero lost documents

Referral completion

Before: 50-60% completion rateAfter: 90%+ with tracking

Filing accuracy

Before: Manual, error-proneAfter: AI-matched to correct chart

Urgent doc response

Before: Delayed, sometimes missedAfter: Instant flagging and alerts

Staff time

Before: Dedicated fax staff neededAfter: Staff freed for patient care
HIPAA Compliant
SOC 2 Type II
AES-256 Encryption
Signed BAA

See Fax & Referrals Working Inside Open Dental

We'll walk through real workflows — from the moment work begins to the moment it appears inside Open Dental.

See a Open Dental Fax & Referrals Demo →

20 free sessions/month. No credit card required.

Frequently Asked Questions