Articles
Practical guides for medical practices on connecting fax and referral software to an EHR, vetting AI vendors, cutting admin costs and supervising automation.

How to Vet a Healthcare AI Vendor: BAA, Trust Center and Audit Trail
Vetting a healthcare artificial intelligence (AI) vendor means asking for four artifacts: a signed BAA, a current SOC 2 report, a documented audit trail, and a written statement on model training. A vendor that cannot produce all four is telling you something useful.


How to Verify and Override What Healthcare AI Does to a Patient Chart
Verifying healthcare artificial intelligence (AI) means being able to see what it did, compare it against the source document, and change it. Overriding means a member of staff can correct or reject an action, with the correction recorded and ideally learned from.


Connecting Fax and Referral Software to Your EHR: What IT Actually Has to Do
Connecting fax and referral software to an EHR means establishing how documents are matched to patients and written back. For most practices the vendor builds it, and IT supplies access, a test environment and decisions about routing, naming and permissions.


Agentic AI in Healthcare Administration: Scope, Limits and Disclosure
Agentic artificial intelligence (AI) in healthcare administration means software that takes actions on the practice's behalf, such as filing a document or booking an appointment, rather than drafting output for a person to act on. Scope, escalation and disclosure are what make that safe.


What an AI Receptionist Can and Cannot Do for a Medical Practice
An AI receptionist answers a medical practice's inbound calls, completes routine requests such as booking, refill status and directions, and transfers anything else to staff with a summary. What it should not do is clinical judgement, and what it cannot always do is write into every EHR.


Cutting Medical Practice Admin Costs Without Adding Headcount
Cutting practice administrative cost without hiring means removing repeatable work rather than distributing it. The cost sits in staff hours, so the method is to measure where those hours go, price them at fully loaded cost, and automate only the categories that repeat identically.


AI Fax Automation: How Practices Handle Documents, Duplicates and Downtime
AI fax automation reads an incoming fax, works out which patient it belongs to and what kind of document it is, then names and routes it. The questions that decide a purchase are usually narrower than that: who controls naming, what stops duplicates, and what happens when the EHR is unavailable.

