Document workflows

Fax triage

Fax triage is the initial review of incoming faxes to identify what each document is, whether it needs prompt attention, and where it should go next.

Why it matters in practice

This glossary uses fax triage as a practical workflow term, not as the name of a single formal healthcare standard. Practices set their own document categories, escalation rules, and review responsibilities.

Example

Illustrative example: staff review an incoming fax, identify it as a referral, and route it to the team's referral workflow; an unclear or time-sensitive item follows the practice's review process.

Learn more

AHRQ describes referral workflows, coordination, and follow-up; 'fax triage' here is a plain-language operational label rather than a standardized term.

Strategy 6E: Rapid Referral Programs, Agency for Healthcare Research and Quality

Related Diagna page

See the relevant product page for information about Diagna’s workflow offering.

Fax management
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