Fax Intake & Document Routing Automation (Request for Fax)

• 1–2 Daily Hours Saved
• >95% Fewer Errors
• 100% Automated Intake

Overview

A revenue cycle team relied on manual fax downloads and document sorting, creating delays and frequent errors. These inefficiencies slowed downstream workflows and increased staff dependency. GeBBS implemented an RPA-enabled Fax Intake & Document Routing Automation solution integrated with iAR.

Opportunities & Challenges

The organization’s manual fax processes resulted in:
• 1–2 hours daily spent downloading and organizing faxes
• Approximately 5% document loss or misfiling
• 1–2 day delays before workflow initiation
• Dependence on dedicated staff availability

Solution

Automated Fax Download, Indexing & Routing
GeBBS deployed RPA automation to:
• Auto-download faxes from the RingCentral portal
• Sort documents into predefined process queues
• Integrate directly with iAR for indexing
• Assign documents automatically to users for action

Outcomes

• Time Savings: Eliminated manual fax handling tasks
• Accuracy: Near-zero document loss or errors
• Speed: Faster workflow initiation
• Scalability: Consistent processing without staff dependency

Key Takeaways

• Automation removes intake bottlenecks.
• Integrated routing accelerates downstream workflows.
• Document accuracy strengthens revenue cycle performance.

Conclusion

GeBBS’ Fax Intake Automation delivered true end-to-end efficiency—from document receipt to task execution—reducing delays, errors, and manual effort.

Client Testimonial

“Fax intake used to be a daily bottleneck. Now documents flow directly into our workflows without manual touch.”
— Operations Manager, Revenue Cycle