We process about 110 e-faxes a day in our GI clinic, and I’m trying to auto-route by sender and keyword while preserving audit trails. Has anyone paired RightFax with OCR rules or Epic In Basket pools to keep misfiles under 1% without slowing indexing? If anything looks urgent or emergent, we still escalate to a licensed clinician immediately, but I’d love a repeatable setup for the rest.
This drove me nuts too — at “110 e-faxes a day” scale, we hit <1% by mapping RightFax DIDs to frequent senders first, then using OCR only as a secondary check on the header (top 2") for facility name/NPI with a regex; auto-route to Epic In Basket only when both match, otherwise land in a low-confidence Review pool so indexing doesn’t stall. Small caveat: set OCR confidence around 85% and keep an exclude list for terms like “STAT” so escalations don’t get misfiled. Do you have unique DIDs per major sender, or is everything landing on one line?
At about 110/day, what got us under 1% (, finally) was layering a denylist + confidence threshold: RightFax OCR does a quick regex pass (e.g., “STAT|positive|bleed”) to auto-escalate, then we route by sender/DID to Epic In Basket pools, and anything <0.8 confidence lands in an “Uncertain – GI” pool for a 2‑minute manual look so indexing doesn’t stall. We also asked our top 10 senders to add a simple “GI-REF” tag on the cover page, which boosted accuracy without more rules. @carmen_ross34 have you tried the RightFax XML Connector to push route codes into Epic, or are you sticking to header OCR only?
RightFax QR-coded coversheets for top senders plus CSID mapping kept us under 1% at 110/day, @c_martin22.