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Built for DrChrono

Inbound faxes and outbound notes — built for DrChrono

Zally reads every incoming fax, files it to the right chart, and creates tasks. Then after appointments, it sends clinical notes to referring providers and PCPs — all inside DrChrono.

Deep DrChrono integration — not a bolt-on

Most fax tools add a DrChrono connection as an afterthought. Zally was built from the ground up to work the way DrChrono works — using the same patient search, chart creation, document attachment, and task workflows your staff uses manually.

Patient search across your entire DrChrono database
New patient chart creation with pre-filled demographics
Document attachment directly to patient charts, labeled correctly
Task creation with staff assignment by fax type and provider
Patient flag updates for insurance auths and referral approvals
Insurance authorization entry with auth number, dates, and visits
Outbound clinical notes faxed to referring providers and PCPs
Patient portal delivery when enabled
Works with your existing DrChrono setup — no changes needed
Zally → DrChrono Actions
🔍
Search patients
By name, DOB, insurance ID
👤
Create new patient charts
Demographics pre-filled from fax
📎
Attach documents to charts
With descriptive labels and dates
Create and assign tasks
Routed by fax type and provider mapping
🏷️
Update patient flags
Insurance auths, referral approvals, clinical alerts
📤
Send outbound faxes
Clinical notes to referring providers and PCPs
📬
Mark faxes as read
Inbox stays clean automatically

Every fax type your practice receives

27+ document types — classified, extracted, and routed based on your rules. Click a category to see what Zally does with each one.

Before and after Zally

Same fax. Completely different experience for your staff.

Without Zally

  1. Staff member notices fax in DrChrono inbox
  2. Opens and reads the fax to understand what it is
  3. Searches for the patient manually
  4. Opens patient chart
  5. Uploads fax document, types a description
  6. Navigates to tasks, creates a new task
  7. Figures out who to assign it to, assigns it
  8. Back to inbox — next fax
⏱️ 5–10 minutes per fax × 40 faxes = 3–7 hours/day

With Zally

  1. Fax arrives in DrChrono inbox
  2. Zally reads, classifies, and extracts data
  3. Zally finds or creates the patient chart
  4. Document attached automatically with correct label
  5. Task created and routed to the right person
  6. Staff member gets a task notification — done

Staff only gets involved for the 10–15% that Zally escalates for review — with full context already provided.

⚡ Under 3 minutes average · 85–90% zero human touch

Generic fax tools miss what DrChrono needs

🌎️

Configured for your routing rules

Zally is set up to match how your practice works — which staff member handles which fax type, which provider maps to which coordinator. We configure it with you, not for a generic clinic.

📋

Task creation, not just filing

Most fax tools just attach documents. Zally creates the task in DrChrono, assigns it, and writes the context — so staff know exactly what action to take without opening the fax.

🏥

Handles your practice's document mix

Every practice receives a different mix of fax types. Zally is trained on your actual document types during setup — so it recognizes and handles what your specific practice gets, not a generic template.

See Zally work with your DrChrono setup

Book a 15-minute demo. We'll show you the integration in action and talk through how Zally would be configured for your practice.

Book a Demo →See Pricing — from $300/mo
Zally