Your Experity Fax Inbox, Worked by a Bot That Reads the Screen
SynergyIQ builds a bot agent that logs into Experity and triages the office fax inbox the way your front desk does — reading each document, sorting lab reports from med requests from junk, compiling per-patient lab lists, attaching them to the chart, and emailing confirmations back. Below: a live mock of the agent at work, plus real session footage with every patient detail redacted.
It looks at the inbox, decides what each item is, and acts
This is a simulation with sample data — no real patient information. It mirrors exactly how the agent classifies and routes each inbound document inside Experity.
Captured from an actual deployment — confidentiality intact
This is real screen footage from a Houston-area medical practice running Experity. Patient names, chart IDs, and the clinic identifier are blurred out — but the agent's worklist stays visible: you can watch it move down the day's visits and work the charting status, row by row. The practice is not named.
Redaction method: down-sampled, blurred, and tinted so no text is recoverable. The live agent never publishes PHI — it operates entirely inside your BAA-covered environment.
The fax inbox is where front-desk hours go to die
Every Experity practice runs the same gauntlet: a shared fax/email inbox stuffed with lab reports, refill requests, patient messages, and a steady drip of junk — and a human has to open, read, sort, and file every single one.
The CBC that needs to reach the provider is three items below a marketing fax. Sorting is manual, and the urgent ones wait.
Staff manually collate each patient's results into a list and attach it to the correct chart — one match at a time, across multiple locations.
The sending office expects a reply. When the day gets busy, the "got it, attached" email is the first thing dropped.
Spam and marketing faxes aren't free — someone still has to recognize and clear each one before the real work starts.
One agent, the full inbox-to-chart loop
Triggered on a schedule or a single click, the agent runs the same loop your staff runs — just faster, and without missing the confirmation step.
Logs into Experity and the office fax/email queue, pulls every new inbound document.
Reads each document on screen and labels it — lab report, medication request, patient message, or junk — with a confidence score.
For lab reports, builds a per-patient list of results and matches it to the right chart.
Files the report on the correct patient record inside Experity — no paper-to-keyboard re-entry.
Replies to the sending addresses that results were received and attached — every time, automatically.
Anything low-confidence — a patient message, an ambiguous match — is routed to a human queue, never filed blindly.
What changes across the locations
Directional outcomes from a multi-site clinic deployment — your numbers get measured in the audit before anything is built.
Frequently asked questions
It logs into Experity and works the office fax/email inbox the way a staffer would: reads each inbound document on screen, classifies it (lab report, medication request, patient message, or junk), and for lab reports compiles a per-patient list of results, attaches the report to the correct chart, and emails a confirmation back to the sending addresses. Anything ambiguous routes to a human queue.
The agent drives a real browser session the same way your staff does and reads on-screen content — document type, patient match, lab values — using a layered model with a confidence score on every field. High-confidence items process automatically; low-confidence items surface for one-click human review, so nothing is filed blindly.
Yes. It runs under a signed Business Associate Agreement, operates inside your environment, uses encrypted transport and storage, role-based access, and writes a full audit trail of every action. The footage on this page is from a real session with all protected health information and practice identifiers redacted.
No. SynergyIQ does not replace Experity. The agent works on top of your existing instance — reading and writing through the same screens and inbox your team already uses — so there's no migration and no new system to learn.
Yes. SynergyIQ is based in Richmond, TX and builds custom EHR automation agents for clinics and medical practices across Greater Houston — including Katy, Sugar Land, Pearland, and Missouri City — and works with practices nationwide remotely.
See your Experity inbox worked by an agent
Book a free 30-minute workflow audit. We map your fax-to-chart process and show you exactly what an agent would take off your team's plate — with PHI never leaving your environment.
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