Fax Intake & Document Routing Automation (Request for Fax)

Case Study - 05_banner

โ€ข 1โ€“2 Daily Hours Saved
โ€ข >95% Fewer Errors
โ€ข 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 organizationโ€™s manual fax processes resulted in:
โ€ข 1โ€“2 hours daily spent downloading and organizing faxes
โ€ข Approximately 5% document loss or misfiling
โ€ข 1โ€“2 day delays before workflow initiation
โ€ข Dependence on dedicated staff availability

Solution

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

Outcomes

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

Key Takeaways

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

Conclusion

GeBBSโ€™ Fax Intake Automation delivered true end-to-end efficiencyโ€”from document receipt to task executionโ€”reducing delays, errors, and manual effort.

Client Testimonial

โ€œFax intake used to be a daily bottleneck. Now documents flow directly into our workflows without manual touch.โ€
โ€” Operations Manager, Revenue Cycle

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