The Medsender desktop app puts the Medsender Print Driver on your computer, so you can upload records from any app that prints. It's now available on Mac for the first time, and it has a new look on Windows. Version 3.1 brings a redesigned window, live upload status, and in-app updates.

Now on Mac

Print a record to the Medsender File Printer from any app on your Mac, and it uploads straight to your Medsender account. Download Medsender for Mac.

• Runs natively on both Apple silicon and Intel Macs.
• Always-on printing: the Medsender File Printer stays ready in the background.
• Works with any app that prints, using standard paper sizes like Letter, A4, and Legal.
• Each person on a shared Mac gets their own private Medsender printer.
• Starts automatically when you log in.

To install, open the download and drag Medsender into your Applications folder.

Heads-up: the first time you set up printing on a Mac, macOS will ask an administrator to approve it once. After that, it won't ask again.

A fresh, modern look

On Mac and Windows, the app matches app.medsender.com, with the same fonts, colors, and buttons you already use every day. The home screen walks you through the three-step print flow: open a record in your EMR, print it to the Medsender File Printer, and finish sending it on app.medsender.com. The window also opens larger, on the display you're working on.

See your uploads as they happen

A status badge shows whether the printer is Ready or Uploading. The new Recent uploads list shows each print job from your current session as it goes from Uploading to Uploaded. If an upload fails or stops responding, you'll see that right away instead of having to guess.

Preferences, one click away

Click the new Preferences button on the home screen to choose whether app.medsender.com opens automatically after each upload, or to keep your current default printer.

Smoother updates

Update notices appear right in the app. You can keep working while an update downloads, and Medsender asks before it restarts. On Mac, download progress also shows in the Dock.

How to get it

On Mac: download Medsender for Mac, then open it and drag Medsender into your Applications folder.

Already using Medsender on Windows? You'll be prompted to update. Accept the update, and Medsender restarts to finish installing. You can also choose Check for Update from the Medsender menu at any time. Starting with this version, future update notices appear right in the app.

New to Medsender on Windows? Download the Windows installer.

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

We’ve made it easier to maintain consistency in document titles with AI-powered title options and custom titling!

Set up a customer category for each document category. When the AI classifies an incoming document into that category, Medsender can select the most appropriate title from the options you provide.

Custom titling is useful when the title needs to include details that vary from document to document. Medsender’s AI can use details it already extracts, such as:

• Study type (MRI)
• Body part (Knee)
• Side (Left)
• Date 
• Provider 
• Facility 

For example, custom titling for an Imaging Result category could use:

Example title

“MRI - Knee – Right – January 15, 2026”

What each part means

study type - body part - side - date. Separate each part with a dash.

Using this format, Medsender can create consistent titles for the selected category while incorporating the specific details that help your team quickly identify each one.

To try it:

1. Go to Settings → Categories
2. Open an enabled document category
3. Expand Title options to add a list of approved titles, or expand Custom titling to create a naming format
4. Add your title options or custom titling instructions
5. Save your changes

This update does not remove your ability to enter a custom title. Existing document titles are not changed automatically. Custom titling describes how a document should be named. It cannot track workflow notes, follow-up instructions, or to-dos.

If AI title options are not enabled on your account, please reach out to us and we can help enable them.

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

We’re excited to share that we’ve simplified document category management with our new Global AI category catalog!

You can now:

• Enable the AI categories your organization uses
• See which categories are currently in use
• Add classification hints to provide additional context when documents are misclassified
• Map each AI category to the exact category name used in your EMR for auto-upload

You can choose from a standardized list of document types, including:

• Discharge Summary
• Orders
• Clinical Notes
• Biologics
• Prior Auth Medication
• Prior Auth Procedure
• Treatment Consent
• Therapy
• Clearance
• Medical Records Request
• Pathology Report
• Billing
• FMLA / Disability
• Workers Comp

Each category includes a description to help your team understand which documents belong there.

Classification hints are helpful when a recurring document type needs additional context for automatic categorization. For example:

“TriWest referral authorizations are referrals.”

When you add a hint, Medsender uses that guidance when classifying incoming documents into the selected category.

Nothing about your existing documents or labels is changed automatically. This update gives administrators a more consistent way to manage AI categories while preserving custom categories for manual workflows.

To try it:

1. Go to Settings → Categories
2. Review the available AI categories
3. Enable the categories your team uses
4. Expand a category to add optional classification hints or update its EMR mapping

Global AI Categories may not be enabled on every account yet. If you’d like to use this feature, reach out to our team and we can help enable it for your organization!

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

We’ve made automatic labels more flexible with AI-powered instructions!

Instead of maintaining a long list of keywords, you can now describe in plain language which documents should receive a label.

For example, you could create a label for:

• All Referral documents
• Prescription refill requests that need provider review
• Prior authorization requests requiring follow up

Medsender reviews incoming documents and applies the label when the document matches your description.

You can also add optional exceptions:

• Describe documents that should not receive the label
• Exclude specific document categories
• Keep similar-looking documents from being mislabeled

Existing keyword-based labels will continue to work as they do today. You can keep using keyword matching or upgrade an existing automatic label to AI instructions when available.

To try it:

1. Go to Settings → Labels
2. Create or open an automatic label
3. Choose AI instructions
4. Describe which documents should receive the label
5. Add exceptions if needed

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

You now have more control over EMR upload failure notifications.

EMR upload failure emails can be managed separately from general record notification emails, so users can choose whether they want alerts for failed auto-upload or chart upload attempts without changing their other notification settings.

Available now in notification settings! 

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

Prevent lost edits while annotating documents

If you make changes in the document viewer and try to move away before saving, Medsender will now warn you first. You’ll have the option to save your changes, keep editing, or discard them before continuing.

This helps you move through records quickly without worrying about losing unsaved annotations or edits.

Available now in the document viewer!

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

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 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.