The DrChrono work your staff does by hand — done automatically
Nine agents that take on the admin: documents read and filed, clinical notes sent back out, records requests answered, authorizations entered, and the patients who have run out of covered visits flagged before they arrive.
Meet Zally — your AI assistantThe Problem
Your staff is drowning in admin
Documents to read and file. Notes to send back out. Records requests with deadlines. Authorizations to enter. Voicemails to return. None of it is why anyone went into healthcare, and all of it happens by hand, dozens of times a day.
Every interruption costs more than the task
Staff context-switch between the fax queue, the phone, and the patient in front of them. Each switch adds time the task itself never accounts for.
Every type needs different handling
Referrals, imaging reports, insurance auths, records requests — each one needs to be read, matched to a patient, and routed differently.
What gets missed costs money quietly
A referral filed to the wrong chart. An authorization attached but never entered, so the claim is denied anyway. A patient treated after their covered visits ran out. None of it announces itself.
Staff turnover means retraining from scratch
Every time someone leaves, your fax workflow knowledge walks out the door with them.
The agents
Nine agents, not one tool
Faxes are the front door. Behind it, Zally takes on the rest of the administrative work — all inside DrChrono, all included in the price.
Inbound fax
Reads every fax with OCR and vision, works out what it is, finds the patient, attaches it to the chart and routes a task to the person who owns that work. What it is unsure of, it escalates — it does not guess.
Outbound clinical notes
When a provider locks a note, Zally faxes it to the referring provider and PCP and delivers to the patient portal. It matches recipients by fax number, not by name.
Records requests
Attorney, insurer and disability requests answered with the right date range — and a timestamped record of exactly which documents went where.
Authorizations
Reads insurance and imaging authorizations, extracts the number and date range, updates the patient flag and enters the authorization — not just files it.
Benefit limits
Counts how many times a limited procedure has already been billed inside the payer’s window and writes it on the appointment before the visit — including the date the patient is eligible again.
Task routing & escalation
Work lands on the right desk by provider, document type and your own rules. Held and overdue work is surfaced rather than discovered.
Payment reconciliation
A daily answer to “did we collect what we should have?” — it reads what was owed and what was taken, and reports the gaps.
Voicemail triage
Voicemails read, sorted and turned into tasks for the right person, so the queue is not listened to end to end every morning.
Appointment calls
Bilingual confirmation calls that switch language from the patient’s first word, and handle reschedules and cancellations. Needs a one-time setup with your phone provider.
Built Around Your Practice
Configured for how you work — not a generic template
Every practice receives a different mix of faxes and routes them differently. During setup, we map Zally to your specific document types, your providers, and your staff — so it behaves exactly like a trained member of your team.
→ Match/create patient → attach → task Dr. A's coordinator
→ Extract auth details → attach to chart → add patient flag → enter authorization → task billing
→ Identify requester → attach → task records staff
→ Escalated to your designated staff with full context
These rules are set up with you during onboarding — configured to match your actual workflow.
The Math
The numbers speak for themselves
At our first practice, the fax queue alone ate 3–5 hours of staff time a day before Zally — and that is one agent of nine. Records requests, authorizations and callbacks sat on top of it.
How It Works
It runs in the background, all day
No new software for your staff to learn and no change to your DrChrono workflow. Documents come in, work goes out, and the things with a deadline get chased.
Deep DrChrono integration — not a bolt-on
Zally was built specifically for DrChrono. It knows how to search your patient database, create charts, attach documents, and create tasks — the same way your staff would — faster, consistently, and with anything it isn't sure about escalated to a person instead of guessed.
Learn about the DrChrono integration →Get your staff back to patient care
Book a 15-minute demo. We'll show you how Zally works with your DrChrono setup and process a few of your real faxes.
We configure Zally for your practice first. Billing starts when you go live.
