Admins can now turn on AI for documents uploaded to Medsender, with no need to contact our team.

With automatic AI on uploads, Medsender reads each file you upload, including the pieces of a split file, and fills in details such as the title, category and patient, so your team spends less time on data entry.

To turn it on:

• Admins will see a one-time prompt on Home. Choose to run AI automatically, run it manually on the documents you pick (on supported plans), or skip it for now.
• You can turn automatic AI on or off at any time in Settings → Features → Automatic AI on Uploads.

AI pages count toward your plan's transmission pages. While automatic AI is on, each AI-processed upload page counts as half a transmission page. Printer Driver uploads aren't included yet.

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

When you archive a record from the document viewer, Medsender asks you to confirm first. If you archive many records a day, you can now turn that prompt off.

• In the archive confirmation, tick Don't ask me again and click Archive. Records then archive as soon as you click.
• To turn the prompt back on (or off), use the Archive Confirmation switch under Settings → User Information.

This is a personal setting, so it only changes how archiving works for you. Everyone else keeps the confirmation unless they turn it off themselves.

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

Get your sign-in code without waiting for an email or text

You can now get your Medsender sign-in codes from an authenticator app such as 1Password, Authy, or Google Authenticator. The code is ready in the app as soon as you need it, with no wait for an email or text message to arrive.

To set it up:

1. Go to Settings → User Information
2. Find Authenticator App and start setup
3. Confirm your password
4. Scan the QR code with your authenticator app, or enter the key shown instead
5. Enter the 6-digit code from the app to finish

Changed phones? Setting up a new device replaces the old one, and codes from the old device stop working once you finish. You can also remove the authenticator app at any time and go back to receiving codes by email or text.

To keep accounts secure, sign-in is paused for a short time after repeated incorrect codes.

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

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

We’ve made task templates easier to set up and review!

The setup form is now organized into three simple sections:

• Who can use this template? Choose whether the template should be available to you, a specific department, or your entire organization.
• When should it run automatically? Choose the document category that should trigger the template when a matching fax comes in.
• What task should EMA create? Set the task details, assignee, priority, and notes that should be created in EMA.

We also made the task template main view more helpful. There is now a Trigger column that clearly shows whether each template will create tasks automatically or is manual only.

For example:

• Auto: Prior Auth means Medsender will automatically create a task when an incoming fax is categorized as Prior Auth
• Manual only means the template will not run automatically and can only be used when someone manually creates a task

This should make it much easier to confirm which templates are set up for auto-tasking and which ones are not.

Nothing about your existing templates or task routing is changing. This update is designed to make task template setup easier to follow, easier to review, and less confusing for new users.

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.