Zally AI reads, classifies, and files every incoming fax into DrChrono — then sends clinical notes to referring providers and PCPs after every appointment. No human involvement.
Meet Zally — your AI fax assistantThe Problem
Every fax that arrives requires someone to read it, find the patient, open their chart, upload the document, and create a task — by hand. Dozens of times a day.
Staff context-switch between faxes, phone calls, and patients — and each interruption adds time. The real cost isn't just the fax itself.
Referrals, imaging reports, insurance auths, records requests — each one needs to be read, matched to a patient, and routed differently.
A referral filed to the wrong chart, or left unprocessed overnight, means lost patients and delayed care.
Every time someone leaves, your fax workflow knowledge walks out the door with them.
The Solution
From the moment a fax arrives to the moment it's filed and tasked, Zally works without your staff lifting a finger.
OCR + vision AI reads printed and handwritten forms, checkboxes, and poor-quality scans that break standard tools.
Referrals, imaging reports, insurance authorizations, records requests, eRx, consultation notes, and 27+ other document types — identified automatically.
Searches DrChrono by name, date of birth, and insurance. Handles spelling variations and name mismatches. Creates new charts when needed.
Documents go directly to the correct patient chart in DrChrono. No manual uploading, no filing errors.
Assigns follow-up tasks to the right staff member based on fax type and your routing rules — referrals go to your coordinator, auths go to billing.
Duplicate fax detection, upside-down pages, handwritten forms, multi-page documents. The 10–15% that need human review are escalated with full context.
After an appointment, Zally automatically faxes clinical notes to the referring provider and PCP — keeping everyone in the loop without staff lifting a finger.
Insurance authorizations, referral approvals, and clinical alerts are added directly to patient flags in DrChrono — visible to your staff at the point of care.
Built Around Your Practice
Every practice receives a different mix of faxes and routes them differently. During setup, we map Zally to your specific document types, your providers, and your staff — so it behaves exactly like a trained member of your team.
These rules are set up with you during onboarding — configured to match your actual workflow.
The Math
At 40 faxes per day, manual processing — with real-world interruptions — eats 6–8 hours of staff time. Zally turns that into under 3 minutes, uninterrupted, every time.
How It Works
No new software for your staff to learn. No changes to your DrChrono workflow. Zally runs in the background and handles everything — both directions.
Zally was built specifically for DrChrono. It knows how to search your patient database, create charts, attach documents, and create tasks — the same way your staff would, just faster and without mistakes.
Learn about the DrChrono integration →Book a 15-minute demo. We'll show you how Zally works with your DrChrono setup and process a few of your real faxes.
We configure Zally for your practice first. Billing starts when you go live.
