FAX AUTOMATION

Automatically turn fax referrals into booked visits.

You’ve already earned the referral. Second Door reads it and starts outreach automatically so more referred patients make it onto the schedule.

1Referral received
Lakeside Family Medicine
Dr. Nina Fraser
Two-page referral
2Details captured
MT
Michael Torres
New referral
Reason for referral
Left shoulder pain
Referred by
Dr. Nina Fraser
Phone
(480) 555-0178
Documents
Referral attached
3Evaluation booked
Michael Torres
Initial Evaluation
Mon · 10:00 AM
Downtown Phoenix · Elena Alvarez
Booked by Petey

FAX AUTOMATION

Automatically turn fax referrals into booked visits.

You’ve already earned the referral. Second Door reads it and starts outreach automatically so more referred patients make it onto the schedule.

1Referral received
Lakeside Family Medicine
Dr. Nina Fraser
Two-page referral
2Details captured
MT
Michael Torres
New referral
Reason for referral
Left shoulder pain
Referred by
Dr. Nina Fraser
Phone
(480) 555-0178
Documents
Referral attached
3Evaluation booked
Michael Torres
Initial Evaluation
Mon · 10:00 AM
Downtown Phoenix · Elena Alvarez
Booked by Petey

FAX AUTOMATION

Automatically turn fax referrals into booked visits.

You’ve already earned the referral. Second Door reads it and starts outreach automatically so more referred patients make it onto the schedule.

1Referral received
Lakeside Family Medicine
Dr. Nina Fraser
Two-page referral
2Details captured
MT
Michael Torres
New referral
Reason for referral
Left shoulder pain
Referred by
Dr. Nina Fraser
Phone
(480) 555-0178
Documents
Referral attached
3Evaluation booked
Michael Torres
Initial Evaluation
Mon · 10:00 AM
Downtown Phoenix · Elena Alvarez
Booked by Petey
Trusted byWorks withWebPTPromptRaintreeClinicientathenahealthStride
“Before Second Door… we had three hundred pages of faxes every Monday morning when we walked in, and it was papers falling out of our fax machine and trying to find out which page went with which and which patient… We’re getting to a lead right now and contacting them within twenty-four hours, which is helping us schedule them and get them in the door that same week.”
Mick FoleyChief Administrative OfficerActive Life
What you get

Take the manual work out of every referral.

Keep your setup
Works with the fax service you already use.
SRFax
eFax
HumbleFax
Any fax-to-email service
New1Faxes
ReferralMichael TorresLFLakeside Family MedicineDr. Nina Fraser, MD
  • Works with any fax-to-email service
  • Keep the number your referral sources already use
Ready-to-work leads
Referral details, already filled in.
FAX · 1 pageReceived 9:12 AM
LAKESIDE FAMILY MEDICINE
Phoenix, AZ · (602) 555-0142
PHYSICAL THERAPY
REFERRAL
DATE 10/29/26
PATIENT NAME:Michael Torres
DOB:04/12/1979
PHONE:(602) 555-0187
DIAGNOSIS / ICD-10:Left shoulder pain (M25.512)
INSURANCE:Blue Cross
PROVIDER:Nina Fraser, MD
REFERRAL FOR: PT evaluate & treat
SIGNATURE: N. Fraser
Michael TorresFax
CaseLeft shoulder painInsuranceBlue CrossReferred byDr. Nina Fraser
Details captured
  • Patient and referral details captured
  • Non-referral documents sorted automatically
Automate outreach
Petey reaches out so your team doesn’t have to.
Hi Michael, this is Petey with Sunrise Physical Therapy. I’m reaching out to help get your first appointment scheduled — would you like to find a time for that appointment?
Yes
Happy to help with that — so I can pull up the right record, can you confirm the date of birth we should have on file?
4/12/79
I have Thursday, November 5 at 11:15 AM or 2:30 PM at our Downtown Phoenix location — which works better?
11:15 works
Evaluation bookedThu 11:15 AM · Downtown Phoenix
  • Petey texts new referrals automatically
  • Offers real openings and books the visit
  • Hands off to your team when needed
How it works

From fax referral to first visit.

Thu, Nov 5Downtown Phoenix
Elena Alvarez, PTMarcus Chen, PT
11 AM
12 PM
1 PM
2 PM
Michael Torres
Evaluation · 11:15
Evaluation booked
Thu, Nov 5
11:15 AM · Michael Torres
Downtown Phoenix
Referral from Dr. Nina Fraser attached
Booked by Petey
From the practices using it
<24 hrsto first contact, down from 5 to 7 daysActive Life
1/3 lesstime spent processing faxesGreendale Physical Therapy
+8%more evals a week after fax automationAtlantic Physical Therapy Center
“The time we spend processing faxes has been cut by about a third.”
Kat ReidySupport Staff ManagerGreendale Physical Therapy
Features

Every fax handled, not just the referrals.

Fax inbox

Every fax, sorted for you.

Referrals become leads. Authorizations, progress notes and records requests are labeled and land in your fax inbox.

Referral sources

Know who sent it.

The referring provider is pulled from the fax and matched to their practice, so your referral sources build themselves.

EMR sync

Patients and cases, synced.

New referrals become patients and cases in your EMR. Existing patients are matched.

Duplicates

Duplicate referrals, caught.

When a referral comes in for a patient who already has an open lead, it's added to that lead and flagged for review.

Add Petey

Outreach starts on its own.

Turn on Petey, and the patient gets a text to book the eval within minutes.

Questions practices ask about fax automation.

No. Keep your number and your fax service, and set it to send faxes to Second Door.

They’re sorted by type, whether it’s an authorization, a progress note or the lunch menu from down the street.

New paperwork is matched to the existing lead and flagged for review.

It’s flagged so your team can retry the read or match the patient by hand.

Prompt, WebPT, Raintree, Clinicient and Stride.

No. Keep your number and your fax service, and set it to send faxes to Second Door.

They’re sorted by type, whether it’s an authorization, a progress note or the lunch menu from down the street.

New paperwork is matched to the existing lead and flagged for review.

It’s flagged so your team can retry the read or match the patient by hand.

Prompt, WebPT, Raintree, Clinicient and Stride.

No. Keep your number and your fax service, and set it to send faxes to Second Door.

They’re sorted by type, whether it’s an authorization, a progress note or the lunch menu from down the street.

New paperwork is matched to the existing lead and flagged for review.

It’s flagged so your team can retry the read or match the patient by hand.

Prompt, WebPT, Raintree, Clinicient and Stride.

PAIRS NICELY WITH

Turn more referrals into visits.

A 30-minute walkthrough, led by a PT growth expert.

Turn more referrals into visits.

A 30-minute walkthrough, led by a PT growth expert.