Codex AI Fax Agent

Capture referrals, extract key information, flag incomplete packets, and request missing documentation when needed.

Route results directly to the correct patient chart with intelligent provider assignment and priority flagging for critical items.

Identify PA-related documents, extract required fields, and route to the right workflow for faster turnaround.

Process insurance cards, eligibility responses, and benefits documents into the right place for billing and coverage workflows.

Receive outside records, discharge summaries, and consult notes with automatic patient and provider matching.

Capture refill requests, pharmacy communications, and related forms for streamlined medication workflows.

Process incoming records requests, track deadlines, and maintain clean chain-of-custody documentation.

Route EOBs, remittance advice, and claims correspondence to billing teams with structured prep for posting and follow-up.

Faxes are automatically captured from your existing fax service or email.

Codex identifies document type, splits multi-patient packets, and joins duplicates.

Patient data is extracted and matched to existing records, with high accuracy and support for misspellings and variations

Documents are filed to the correct chart with provider routing and priority flagging based on your rules.

Codex Fax Agent supports high-volume environments across 80+ specialties, including pain management, oncology, orthopedics, cardiology, gastroenterology, neurosurgery, neurology, and more.

Codex Fax Agent automates document processing, classification, and routing. It does not replace clinical judgment.

• Clinical urgency rules and routing protocols are configured by your organization.
• Items that cannot be confidently matched or classified are flagged for review with clear resolution workflows.

Codex Fax Agent is designed for healthcare environments and supports HIPAA-aligned handling of patient information.

Security controls include encrypted data transmission, secure storage, and access controls. We also support third-party penetration testing practices and de-identification measures where applicable. A Business Associate Agreement (BAA) is available. Retention, access, and integration permissions are confirmed during onboarding to match your organization’s policies.