FAX TRANSFORM

Operational flow, from fax to downstream care

The fax is the start of the care journey for many patients—don’t let it become an operational bottleneck. Fax Transform’s agentic AI finds the right next steps from any fax or document, then coordinates to make them happen.

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See what it does

“Fax Transform turned our referral process from something that slowed us down into something that grows our business.”

Ernie Campbell
CEO, KCA Neurology

2,200+

faxes processed monthly, saving a full FTE's time at KCA Neurology.

95%

of faxes handled with AI, incl. Rx refills and labs, at Northfield Hospital + Clinics.

90%

referral conversion (200+ monthly) at Mile Bluff Medical Center.

The right next step, across the entire journey

Fax Transform taps into the full Luma platform and all your workflows to keep care moving.

Acknowledgements

Actions for individuals, pools, or teams

Care gaps

Closing the loop

Eligibility

Order management

Outbound information requests

Referrals

Rx refills

Staff messages

Intelligent and adaptable

Fax Transform fits how your organization works, with flexible configuration across your teams, document types, confidence thresholds, and workflows.

Confidence

AI confidence thresholds you set by document type determine where staff need to review.

Intelligence

Fax Transform uses context from the chart and past documents (for example, skip a duplicate Rx refill request).

Actions

Next steps follow your workflows—such as which specialists take referrals—even when a document doesn’t.

Featured workflows

Luma Health helps you close your care gaps with Fax Transform.

Care gap closure

Recognize closed care gaps and recommended next steps from documents, then act on them. For example, update Epic Health Maintenance with the recommended date for a patient’s next colonoscopy and the details of the completed procedure.

Eligibility checks

Run eligibility checks automatically when the next step is an appointment, so you know that a patient has active coverage before they schedule.

Referral coordination

Find and act on inbound and outbound referrals, from creating the referral in the EHR, to coordinating scheduling, to closing the referral (and the communication loop) afterward.

Order management

Link open orders to the related incoming results, then send to the provider to close the loop.

Use cases

Fax Transform is designed for your unique workflows and document types, so nothing stalls in the queue.

Redaction mode

Detect and redact sensitive information, like SSNs, before staff review or filing.

Pool routing

Send a fax to a pool or team for next steps, such as medication review.

Outbound faxes

Quickly send a fax right from review—for example, to request missing information.

Duplicate detection

Keep duplicate faxes from turning into duplicate work with automatic flagging (e.g., repeat faxes from the pharmacy).

Custom document types

Create your own rules and document types, such as special handling for a specific referring practice.

Split faxes

Save staff time with automatic splitting when a fax contains multiple documents.

Let's talk

We’d love to discuss how Luma’s end-to-end AI automation can get patients to care faster and increase revenue. Get in touch to book your personalized walkthrough.

Book your demo

Book a demo with Luma to learn about Fax Transform.

How it works

Fax Transform finds, parses, and takes action on your faxes. Next steps are powered by the entire Luma platform and integration with your EHR. Staff have full visibility, with the option to review faxes for specific document types, workflows, or AI confidence levels.

Detailed review of every fax

Luma’s AI reviews every fax to your organization’s exact specifications. Whether Dr. Li only sees new patients for orthopedic wrist consults or Hayes Valley Imaging has a specific release form, Luma completes your work the right way every time.

Information issues resolved early

Fax Transform applies “fuzzy matching” when a patient partially matches a record in your system, notices when important information is missing, and more. Automated outbound faxing gets the missing information from third parties right away.

Luma's Fax Transform applies “fuzzy matching” when a patient partially matches a record in your system, notices when important information is missing, and more.

Next steps, done automatically

From creating a referral in your EHR to messaging a provider with lab results to updating Epic Health Maintenance, Luma moves care and revenue forward. No delays, no backlog.

Reporting for visibility

Your Fax Transform dashboard includes detailed reporting on accuracy by information type, which staff review faxes, which fax types no longer require any staff review, opportunities to automate, and more.

Luma's Fax Transform dashboard includes detailed reporting on accuracy by information type, which staff review faxes, which fax types no longer require any staff review, opportunities to automate, and more.

Security and trust

Patients’ healthcare is personal, and we take seriously the responsibility to protect that data. We’re committed to the gold standard in healthcare information security, including the latest AI certifications, and patient information is never shared or sold.

HIPAA-compliant

Zero-retention AI

ISO 27001:2022

HITRUST CSF r2

HITRUST ai2

SOC 2 Type II

US-EU Privacy Framework

GDPR

TX-RAMP Level 2

See how it works

Let’s discuss your workflows and how Fax Transform can automate them with Operational AI.

Frequently Asked Questions

Healthcare fax automation uses AI to review incoming documents, extract important information, identify the appropriate next step, and move the document through healthcare workflows with less manual processing. Luma’s Fax Transform can classify faxes, update the EHR, route work to staff, coordinate referrals, run eligibility checks, and support other downstream actions.

Fax Transform uses agentic AI to review each fax or document, identify relevant information, and determine the next action based on your organization’s workflows. It can use context from the patient chart and previous documents to make more informed decisions, such as recognizing duplicate requests or determining the appropriate referral workflow.

Fax Transform can support a wide range of healthcare documents and workflows, including referrals, prescription refill requests, lab results, care gap documentation, eligibility-related documents, order management, staff messages, and outbound information requests. Organizations can also create custom document types and processing rules.

Setting up Fax Transform is quick and simple. It integrates seamlessly with your existing EHR system, and configuration can be tailored to fit your specific workflows and requirements. You’ll be up and running without lengthy implementation processes.

Absolutely. Fax Transform is designed to comply with HIPAA regulations and other healthcare data security standards. It ensures that sensitive patient information is handled securely throughout the fax processing workflow.

Operational flow, from fax to downstream care

“Fax Transform turned our referral process from something that slowed us down into something that grows our business.”

The right next step, across the entire journey

Intelligent and adaptable

Featured workflows

Care gap closure

Eligibility checks

Referral coordination

Order management

Use cases

Let's talk

How it works

Security and trust

See how it works

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Frequently Asked Questions