Previously, Send to Chart was only available for certain record types and inbox views. With this update, users can now take EMR actions across inbox pages for supported records, including received faxes, email attachments, form submissions, referral replies, and other shared inbox records.

This means your team can:

• Send records to the chart from more places in Medsender
• Use a more consistent workflow across Received, Assigned, Uploads, and Referral inbox views
• Reduce manual downloading, re-uploading, and switching between systems

For organizations using Medsender’s EMR integrations, this update should make it easier to manage documents from the inbox and move them into the chart with fewer extra steps.

The expanded Send to Chart workflow is available now for supported EMR-enabled accounts

Questions? Our team is ready to help at support@medsender.com.

You can now choose where automatic archiving happens after a successful auto upload.

We have enhanced our auto-archive settings to provide greater flexibility for your workflow. You can now configure auto-archive preferences independently for Inbox and Referral Management, or enable it for both workspaces simultaneously. This ensures your received faxes are automatically archived exactly where you need them after a successful upload.

To get started, navigate to Settings > Toggle Features.

What’s new:

• A new Referral Replies button is available in the slide-out viewer toolbar
• You can reply while reviewing a referral without going back to the main list
• This makes it faster to take action with fewer clicks and less context switching!

We’ve redesigned Referral Management to make it easier to review referrals, filter your queue, and take action faster.

What’s New:

• Refined Layout: Enjoy a cleaner, more organized interface designed for intuitive navigation.
• Quick Filters: Instantly access common workflows, including New, Scheduled, Assigned to Me, Overdue, Unread, and Failed Uploads.
• Status Bucket Bar: Get an at-a-glance view of referral volume across all your statuses.
• Customizable Status Buckets: Pin and reorder the statuses that matter most to you for a personalized workflow.
• Expanded Filtering: Dig deeper with new filter options for status, department, labels, assignee, DOB, referred date, due date, appointment date, reply status, SMS status, and more.
• Streamlined Action Bar: Perform tasks—such as editing, archiving, labeling, messaging, chart actions, merging, and task creation—more efficiently than ever.

Get Early Access: If you’re interested in trying the new Referral Management experience, please reach out to our Support team to have it enabled for your organization!

We just launched Auto Task Routing to help your team spend less time manually triaging incoming faxes.

With Auto Task Routing, you can define rules so incoming faxes are automatically assigned to the right EMA task template based on document category and labels.

How it works

When a fax is auto-tasked to EMA, your active routing rules are checked from top to bottom. The first rule that matches is used.

Each rule is built with:

• Document Category (required)
• Labels (optional) — if you skip labels, the rule acts as a catch-all for that category

When selecting multiple labels, you can choose Any (match if the fax has at least one selected label) or All (match only if the fax has every selected label).

Each rule is connected to one Task Template. When a fax matches, the task is automatically created using that template.

Getting started

Head to Settings → Task Routing Rules (visible for admins when Auto Task Routing is enabled).

1. Click Add Rule
2. Choose a Document Category
3. Add label logic, or leave labels off for a default rule
4. Select the Task Template to route to
5. Save, then move rules up or down to set priority

Tips to get the most out of it

• Put your most specific rules at the top and catch-all rules at the bottom
• Use clear rule names so your team can maintain them easily
• Toggle rules active or inactive as your workflows change

Something not working right?

• Rule not triggering? Check that the rule is active, the category is correct, labels match, and priority order is set
• Routing to the wrong place? A broader rule may be sitting above a more specific one
• Don't see Task Routing Rules? Confirm the feature is enabled for your account

We'd love to hear how Auto Task Routing is working for your team!

Questions? Our team is ready to help at support@medsender.com.

We've redesigned the Home dashboard to give you a clearer, more focused starting point each day.

A modern new look

Everything you're used to is still right where you left it. We've updated the layout with a cleaner design and improved visual structure so key information is easier to scan at a glance. Same dashboard, just a whole lot smoother.

Questions? Our team is ready to help at support@medsender.com.

We are excited to share our latest Medsender updates. This release focuses on faster performance, improved usability, expanded EMR integrations, and new automation capabilities designed to reduce manual work and keep teams moving efficiently.

🛠️ User Experience and Performance Improvements

Bulk Send

You can now send up to 50 records to multiple recipients in a single action, eliminating the need to send files one by one and significantly speeding up outbound workflows.

Referral Management Enhancements

Experience advanced filtering by multiple assignees and statuses simultaneously, along with linked reply tracking that ensures all referral replies appear in your Sent Inbox.

Larger Touch Zones for Checkboxes

We have increased the selectable area around checkboxes to make high-volume record selection easier and more accurate.

Role-Based Access Control

Admins now have granular control over workspace access, allowing per-user permissions for inboxes and referrals to ensure teams see only the specific tools they need.

Next/Previous Navigation

Move through Inbox, Sent, and Referral records using Next and Previous navigation directly within the slide-out viewer, removing the need to close and reopen records.

Patient Header Stamp

Documents can automatically include a patient header stamp with name and date of birth on every page, with fully configurable placement to fit your specific workflow.

MAIRA Inbound Redesign

The MAIRA inbound experience has been redesigned to match the outbound interface, making call log and transcript reviews much clearer.

Speed Boosts

We are continuing to push updates that significantly improve load times for large inboxes, referrals, and EMR upload tracking across the platform.

🔌 EMR Integration Updates

• AI-Powered Insurance Authorization (ModMed only): Automatically extract key authorization numbers, dates, and visit counts from referrals and sync them directly to the patient authorization section in EMA.
• Queued Faxes (BETA ModMed only): ModMed queued faxes can now be automatically sent from Medsender using configurable filters to streamline your outbound document flow. Check it out in your toggle features tab!
• Provider Tasking (Tebra/Kareo): Tasks/notes can now be assigned directly to providers during chart creation, and Tebra searches now default to active patients for a cleaner experience.

⏳ Coming Soon

Keep an eye out for these powerful automation tools arriving in your account shortly:

• Task Routing Rules (EMA users only): We are launching a more granular, modular auto-tasking system. You will be able to use "if-then" logic to route documents based on a combination of Category and color-coded Labels. 
• Multi-Patient Indicator: Identify documents containing multiple patients at a glance with a new visual badge. Hovering over the badge will display all names and dates of birth without opening the record.

Ready to explore? Log in to your Medsender account today to try out these new features!

Questions? Our team is always happy to help at support@medsender.com.

We are thrilled to announce one of our most requested features: Bulk Send! You can now multi-select records and send them to multiple recipients in one single, lightning fast action.

How it saves you time:

• Batch Selection: Simply check the boxes for the records you need in your Uploaded Records tab.
• Live Count: The Send button automatically tracks your selection so you know exactly how many you are sending (e.g., "Send 15").
• Enter Once, Send All: Add your recipients just once. Every record in your batch is automatically delivered to every person on the list.
• Mixed Delivery: Need to send multiple records to a fax number and an email address all at once? Now you can do that with batches as well!

Track your sent faxes with ease 

After you hit send, every record appears individually in your Sent Records page so you can track statuses and confirmations with total clarity.

Ready to try it out? Head over to Uploaded Records, select your files, and experience the speed of Bulk Send today!

Questions? Our team is ready to help at support@medsender.com.

We heard you. The admin dashboard needed a makeover!

We've rebuilt the admin dashboard with a completely new design that's faster, sleeker, and more comfortable to use.

Here's what's new:

• Dark mode is here - the old light-only interface now supports both light and dark themes. Switch between them anytime based on your preference!
• Horizontal menu to sidebar navigation - we've reorganized the top menu bar into a cleaner sidebar layout, making all admin functions easier to find and access
• Upgraded form controls - dropdowns and multi-select fields are now powered by smarter components that make searching and selecting options faster and more intuitive
• Faster performance - the entire interface has been rebuilt for quicker page loads and smoother interactions
• Modern visual design - refined typography, better spacing, and cleaner layouts replace the old styling

Your workflows, data, and settings remain exactly the same, just wrapped in a much better interface!

Check out the upgrade and let us know what you think!

✂ Stop manually splitting documents. Auto-Split uses AI to detect when a document should be divided into multiple records and suggests exactly how to split it. Review the recommendation, make edits if needed, and split in seconds! 

• When Auto-Split appears
  You’ll see an AI Suggestion banner when the system detects:
  • Multiple patients in one document
  • Different document categories bundled together
  • Clear content breaks between distinct records
  
  
  Once a document arrives, the AI:
  • Analyzes content and identifies logical split points
  • Suggests page ranges and generates record titles
  • Detects patient details (name, DOB) for each split
  • Explains the reasoning behind each suggestion
  • Provides a PDF preview of each new record

Click “Review Split Suggestion” or select the ✂️ AI icon to instantly preview each record, make any quick edits you want, and approve with confidence.

Goodbye manual splits! Hello Auto-Split! Happy Auto-Splitting ✂️ ✂️