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Built for DrChrono

Inbound faxes and outbound notes — built for DrChrono

Zally reads every incoming fax, files it to the right chart, and creates tasks. Then after appointments, it sends clinical notes to referring providers and PCPs — all inside DrChrono.

The Integration

Deep DrChrono integration — not a bolt-on

Most fax tools add a DrChrono connection as an afterthought. Zally was built from the ground up to work the way DrChrono works — using the same patient search, chart creation, document attachment, and task workflows your staff uses manually.

✓
Patient search across your entire DrChrono database
✓
New patient chart creation with pre-filled demographics
✓
Document attachment directly to patient charts, labeled correctly
✓
Task creation with staff assignment by fax type and provider
✓
Patient flag updates for insurance auths and referral approvals
✓
Insurance authorization entry with auth number, dates, and visits
✓
Outbound clinical notes faxed to referring providers and PCPs
✓
Patient portal delivery when enabled
✓
Works with your existing DrChrono setup — no changes needed
Zally → DrChrono Actions
🔍
Search patients
By name, DOB, insurance ID
👤
Create new patient charts
Demographics pre-filled from fax
📎
Attach documents to charts
With descriptive labels and dates
✅
Create and assign tasks
Routed by fax type and provider mapping
🏷️
Update patient flags
Insurance auths, referral approvals, clinical alerts
📤
Send outbound faxes
Clinical notes to referring providers and PCPs
📬
Mark faxes as read
Inbox stays clean automatically

Document Coverage

Every fax type your practice receives

27+ document types — classified, extracted, and routed based on your rules. Click a category to see what Zally does with each one.

Specialist Referrals
Extracts patient info and referral details, creates/matches chart, attaches, tasks your designated staff
Consultation Notes
Matches patient, attaches note to chart, tasks relevant provider
Discharge Summaries
Matches patient, attaches to chart, creates tracking task
Progress Notes (for signature)
Matches patient, attaches, tasks provider for signature
Imaging Reports
Matches patient, attaches report with descriptive label, tasks ordering provider
Imaging Auth Requests
Extracts modality and patient info, attaches to chart, tasks billing/auth staff
Prior Auth Requests
Extracts auth request details, routes to insurance team
Insurance Authorizations
Extracts auth number and dates, attaches to chart, updates patient flags, enters authorization, tasks billing
Balance Confirmations
Identifies law firm, attaches to patient chart, tasks designated staff
Insurance Eligibility
Matches patient, attaches to chart, tasks billing staff
eRx / Prescriptions
Matches patient, attaches to chart, tasks prescribing provider’s staff
Records Requests
Identifies requesting party, attaches request, tasks records staff
Medical Questionnaires
Matches patient, attaches to chart, tasks appropriate staff
Lab / Diagnostic Results
Matches patient, attaches to chart, tasks ordering provider
Portal Messages
Classifies and routes to appropriate staff member for response
Vendor / Third-party Communications
Classified and tasked to the correct internal team based on your configuration
Absence & Work Accommodation
Identifies provider, attaches to patient, tasks with work restriction details
Unknown / Unrecognized
Escalated immediately with extracted data and suggested action for human review

The Difference

Before and after Zally

Same fax. Completely different experience for your staff.

❌ Without Zally

  1. Staff member notices fax in DrChrono inbox
  2. Opens and reads the fax to understand what it is
  3. Searches for the patient manually
  4. Opens patient chart
  5. Uploads fax document, types a description
  6. Navigates to tasks, creates a new task
  7. Figures out who to assign it to, assigns it
  8. Back to inbox — next fax
⏱️ 5–10 minutes per fax × 40 faxes = 3–7 hours/day

✅ With Zally

  1. Fax arrives in DrChrono inbox
  2. Zally reads, classifies, and extracts data
  3. Zally finds or creates the patient chart
  4. Document attached automatically with correct label
  5. Task created and routed to the right person
  6. Staff member gets a task notification — done

Staff only gets involved for the 10–15% that Zally escalates for review — with full context already provided.

⚡ Under 3 minutes average · 85–90% zero human touch

Why DrChrono-specific?

Generic fax tools miss what DrChrono needs

🌎️

Configured for your routing rules

Zally is set up to match how your practice works — which staff member handles which fax type, which provider maps to which coordinator. We configure it with you, not for a generic clinic.

📋

Task creation, not just filing

Most fax tools just attach documents. Zally creates the task in DrChrono, assigns it, and writes the context — so staff know exactly what action to take without opening the fax.

🏥

Handles your practice's document mix

Every practice receives a different mix of fax types. Zally is trained on your actual document types during setup — so it recognizes and handles what your specific practice gets, not a generic template.

See Zally work with your DrChrono setup

Book a 15-minute demo. We'll show you the integration in action and talk through how Zally would be configured for your practice.

Book a Demo →See Pricing — from $750/mo
Zally