The Zally agents

Every fax read, filed and routed

Reads each incoming fax with OCR and vision, works out what it is, finds the patient by name and date of birth, creates the chart if they are new, attaches the document with a descriptive label, and creates a task assigned to the person who owns that kind of work. What it is not confident about, it escalates to a named person with everything it extracted — it does not guess.

Running every business day since early 2026 at ~50 faxes a day.

Notes sent back out the moment they are signed

When a provider locks a clinical note, Zally faxes it to the referring provider and the PCP, and delivers to the patient portal where that is enabled. It matches the right recipient by fax number rather than by name — because dozens of providers share one practice fax, and three people with the same name may not.

Retries anything that was not locked in time, so nothing is silently dropped.

Requests answered, with an audit trail

Handles requests from attorneys, insurers, disability examiners and other practices. Identifies the requesting party and the service date range, gathers the locked notes and studies that fall inside it, sends them, and records exactly what went where.

Every send writes a row only after DrChrono confirms it: timestamp, recipient, fax number, which documents, which dates, and the outcome. When a request is disputed months later, you can prove what left the building.

Authorizations entered, not just filed

Reads insurance and imaging authorizations, extracts the authorization number and valid date range, attaches the document, updates the patient flag and enters the authorization.

This is the gap that costs the most quietly — a document filed to the chart but never entered as an authorization looks handled, and the claim still gets denied.

Patients who have run out of covered visits, flagged before they arrive

Counts how many times a limited procedure has already been billed for a patient inside the payer's window, and writes the count onto the appointment before the visit — so staff know who is now self-pay before the patient is on the table.

Configured per practice: your codes, your limit, your window. Trigger point injections capped at three a year is one example; therapy visit caps, manipulation limits and imaging intervals work the same way.

Work that lands on the right desk, and does not sit

Routes each task to the right person by provider, document type and your own rules — not to a shared queue. Tracks what is waiting, what is blocked, and what has been held too long, and escalates rather than letting it age.

Held and escalated work is visible rather than discovered.

A daily answer to: did we collect what we should have?

Walks yesterday's completed appointments, reads the flags to work out what should have been collected, checks what actually was, and reports the gaps.

It reports — it does not post payments or move money. The output is a daily list of appointments where something was owed and nothing was taken.

Voicemails read, sorted and turned into tasks

Reads voicemail transcriptions, works out who the patient is and what they need, and creates the task for the right person — so the queue is not listened to end to end every morning.

Bilingual calls that confirm, reschedule or cancel

Calls patients ahead of their appointment, confirms in English or Spanish — switching language automatically from the first word the patient speaks — and records the outcome back against the appointment. Handles reschedule and cancellation requests rather than only reading a script.

Requires a one-time setup with your phone provider so Zally can place and answer calls on your existing line. We handle the configuration; your provider needs to enable it. Calls are billed by the minute on top of your plan.