Phelix Inbox Agent uses artificial intelligence to automate a clinic’s inbound fax workflow inside Accuro, from classification and clinical data extraction to routing, filing, referral creation, and downstream workflow actions. Instead of manually reviewing large volumes of incoming faxes, staff can rely on AI to identify the document type, extract the details that matter, match the right patient, and move each document into the appropriate Accuro workflow.

Inbox Agent connects directly to the clinic’s eFax provider, including Unite, so every incoming fax is captured, analyzed, and turned into structured work inside Accuro. Clinics can configure document-level rules, routing logic, and confidence thresholds so staff can review where needed and automate where they’re comfortable. Documents can be matched to the correct patient chart, routed to the right provider or team, pushed into tasks, referral workflows, or Wait List, and processed with less manual triage even at high referral volumes.

The result is faster intake, more accurate charting, better referral coordination, and less manual admin for clinics with high fax volumes, multiple providers, or complex routing requirements.