Intelligent Inbox turns every medical fax into actionable work

Trialist Intelligent Inbox ingests every fax, extracts clinical context, and routes it to the right workflow—so care teams regain hours and patients get answers faster.

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Today in Intelligent Inbox

Cardiology Clinic Ready for review
Lab Results Queue Auto-tagging
Referral — Dr. Nguyen Routed to Intake

Make every fax immediately actionable

From urgent referrals to daily lab updates, Trialist keeps information flowing. Intelligent Inbox combines optical capture, classification, and routing in one secure workflow.

Structured intake

Auto-tag documents, extract critical data, and surface tasks to the right team without manual triage.

Intelligent routing

Send data straight into your EHR, CRM, or task list with routing rules tuned for every care setting.

Compliance-first

Encryption, audit trails, and access controls built to support HIPAA-aligned operations from day one.

Trusted by teams who refuse to let paperwork slow care

"Trialist Intelligent Inbox gave our staff hours back each day. Faxes are organized automatically, and follow-up happens fast."

Director of Care Coordination

See Intelligent Inbox in action

Share a few details and the Trialist team will reach out with a tailored walkthrough for your workflows.