How to Automate Fax Referrals Without Changing Your EHR

Still drowning in faxes? There’s a better way without overhauling your systems.

If you're spending hours each week opening, reviewing, routing, and re-entering faxed referrals, you're not alone and you're definitely not inefficient. The problem isn’t your team. It’s the manual, outdated workflows that are asking too much of them.

Here’s the good news: You can automate your referral intake process without switching EHRs, adding new portals, or retraining your entire staff. Let’s walk through how it works, what to expect, and how practices like yours are saving time, improving patient access, and filling more appointments.

The Hidden Cost of Manual Referrals

Most healthcare practices still receive referrals via fax. 

That means:

  • Every referral must be manually opened and reviewed
  • Staff have to decide who should handle it and how to get it to them
  • Updates are tracked by hand or in spreadsheets
  • There’s no visibility into what’s been followed up or what’s fallen through the cracks

Manual processes slow everything down. Referral turnaround time stretches into days. Patients wait. Staff chase faxes. And revenue takes a hit when visits get delayed or missed entirely.

One Medsender customer estimated they were losing 25% of referral volume to broken tracking and delayed follow-up before switching to an automated workflow.

What Referral Automation Actually Means (And What It Doesn’t)

Let’s clear something up: referral automation doesn’t mean replacing your systems or adding another portal your staff has to log into. Done right, it means the work you’re already doing only faster, smarter, and more consistent.

With Medsender, referral automation means:

  • Faxes are captured and converted automatically
  • Key data is extracted instantly (like patient name, referring provider, and diagnosis)
  • Referrals are routed to the right person or team, right away
  • You can track every step, from intake to scheduled visit
  • The final referral is synced to your EHR - no duplicate entry

And most importantly:

  • You don’t have to change your EHR or PMS
  • You don’t have to retrain your team
  • You don’t have to redesign your workflows

Real Outcomes from Real Practices

Practices using Medsender have seen:

  • 40+ hours saved per week, per location
  • 86% faster referral turnaround time
  • Fewer patient no-shows due to quicker scheduling
  • More scheduled visits and fewer missed opportunities

How It Works with Your EHR or PMS

Medsender doesn’t replace your existing tools, it works alongside them to eliminate the manual busywork that slows your team down.

  • Integrates with leading systems like ModMed, Tebra, AdvancedMD, Athenahealth, and more
  • No-code setup - go live in days, not months
  • Your existing processes stay intact but faster, more accurate, and trackable

From Fax to Visit - Without the Chaos

Your team shouldn’t have to babysit every referral just to keep the schedule full. Medsender captures, organizes, and routes every referral the moment it arrives so patients get seen faster and your staff can focus on care, not admin.

Ready to stop chasing faxes? Book a demo here, or try the ROI Calculator.

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