Fax provider integrations
Live todayBring your fax provider. TargetFlo turns the fax into a referral.
Healthcare fax management software that normalizes inbound documents into your intake workflow — RingCentral live today, five more cloud fax providers through flexible connectivity.
Pediatric Partners
Carolina Dev. Clinic
Unknown · 919-555-0142
AI extraction
Gemini OCR · 98% confidence- Referral type
- ABA assessment
- Referring provider
- Dr. ██████, MD
- Client
- ██████ ██████
- DOB
- ██/██/20██
- Payer
- BCBS NC
- Diagnosis
- F84.0
What is a TargetFlo fax integration?
A TargetFlo fax integration connects your existing cloud fax provider to the Fax Inbox, where inbound documents are OCR'd, AI-extracted, triaged, and linked to a client or a new referral card in the 9-stage intake pipeline. RingCentral is the primary live integration with webhooks, sync, and SMS; eFax, SRFax, Concord Fax, OpenText RightFax, and Documo/iFax connect through flexible connectivity.
Supported providers
Six cloud fax providers, one intake workflow
Keep your number, contract, and vendor relationship. TargetFlo takes the documents from there.
| Provider | Positioning | TargetFlo status |
|---|---|---|
| RingCentral | Unified cloud communications — fax, voice, and SMS on one number plan | Live todayPrimary — webhooks, sync, SMS |
| eFax (j2 Global) | Enterprise cloud fax with broad healthcare adoption | Live todayFlexible connectivity |
| SRFax | Healthcare-friendly cloud fax with HIPAA-oriented plans | Live todayFlexible connectivity |
| Concord Fax | High-volume document fax for large operations | Live todayFlexible connectivity |
| OpenText RightFax | Enterprise on-prem / cloud hybrid fax server | Live todayFlexible connectivity |
| Documo / iFax | Modern API-first fax platforms | Live todayFlexible connectivity |
Using a provider not listed here? Tell us during your demo — flexible connectivity is designed to add providers without changing the workflow.
How it works
How a fax becomes a referral
From a physician's fax machine to a New Intake card with an owner, in five steps.
- 01
Fax arrives at your number
A physician's office sends a referral to the number you already publish. Nothing changes for the sender.
- 02
Webhook or sync picks it up
RingCentral pushes the document by webhook within seconds; a scheduled sync reconciles anything missed. Other providers connect through flexible connectivity.
- 03
OCR and AI extraction
Gemini-powered OCR reads every page and proposes the client name, DOB, referring provider, payer, and diagnosis codes for a coordinator to confirm.
- 04
Triage in the Fax Inbox
The document lands in a queue filtered by location. Coordinators mark it as referral, records, authorization, or other.
- 05
Linked to client or referral
One click links the fax to an existing client or creates a New Intake card. The document is attached to the record and the pipeline moves.
RingCentral
Live todayWebhooks, sync, and SMS on one connection
RingCentral is the primary integration because it covers the three things an intake team needs from a communications vendor: documents arriving in real time, a reconciliation path when they do not, and SMS to reach families.
- Inbound fax webhooks deliver documents to the Fax Inbox within seconds of completion
- Scheduled sync reconciles status and catches anything a webhook missed
- SMS broadcast to families and staff runs on the same account, with the PHI guard on every message
- Per-location fax numbers map to per-location triage queues
Pediatric Partners
Carolina Dev. Clinic
Unknown · 919-555-0142
AI extraction
Gemini OCR · 98% confidence- Referral type
- ABA assessment
- Referring provider
- Dr. ██████, MD
- Client
- ██████ ██████
- DOB
- ██/██/20██
- Payer
- BCBS NC
- Diagnosis
- F84.0
Capabilities
What the fax integration gives your intake team
Inbound webhooks
RingCentral notifies TargetFlo the moment a fax completes, so the queue reflects reality instead of the last polling interval.
Scheduled sync
A reconciling sync catches anything a webhook missed and keeps status in step with your provider's portal.
SMS on the same connection
RingCentral SMS powers broadcast messages to families and staff, with the PHI guard checking every outbound text.
OCR on every page
Scanned, handwritten-adjacent, or multi-page — text is extracted so documents are searchable and fields are pre-filled.
AI field extraction
Suggested client, guardian, payer, and referring provider fields, always confirmed by a human before they touch a record.
Link or create
Attach to an existing client, or create the referral card and client record in one action from the fax itself.
Per-location numbers
Assign fax numbers to locations so each site triages its own queue while leadership sees the whole organization.
Encrypted storage
Every page is written to Google Cloud Storage encrypted, referenced from the PHI schema, and covered by the audit trail.
Flexible connectivity
eFax, SRFax, Concord, RightFax, Documo — same inbox, same workflow
Centers rarely get to choose their fax vendor from scratch; it came with the phone system, the EHR, or an acquisition. TargetFlo's flexible connectivity layer accepts documents from these providers and normalizes them into the same Fax Inbox and pipeline.
- eFax (j2 Global) for enterprise cloud fax estates
- SRFax for healthcare-oriented cloud fax plans
- Concord Fax for high-volume document operations
- OpenText RightFax for on-prem and hybrid fax servers
- Documo / iFax for API-first platforms
FAQ
Fax integration FAQs
Related features
See your fax provider feeding the intake pipeline
Book a demo and tell us which fax vendor you use. We show a referral arriving, being extracted, and landing in New Intake with an owner.