Front desk, meet AI.

Every fax, referral, record request, prior auth, insurance check, and patient intake — read, sorted, and handled automatically.

Ownity patient detail view

How Ownity works

Step 1

Point Ownity at your fax line

Forward your fax line and share your schedule — every incoming fax and new patient starts flowing in. No EMR integration, nothing to install.

Step 2

Ownity reads and sorts it all

Every page is read, categorized, and routed — records to the right chart, referrals into tasks, bills to billing, results to the provider. Records get chased, insurance verified, intake collected.

Step 3

Your doctors walk in prepared

Every chart is organized and ready before the appointment — records filed, results in, referrals logged. Your providers walk into each visit already up to speed, focused on the patient instead of the paperwork.

The AI behind the desk.

Your whole fax inbox, sorted

Point your fax line at Ownity and the pile sorts itself — every incoming page read, categorized, and routed to the right chart or the right person. And each fax comes with a one-tap action right in the inbox: file it, route it, flag it for the provider, or fax a reply. Your team clears the fax pile in clicks, not hours.

Each fax summarized, categorized, confidence-scored, and routed to the right provider

Your morning, already prioritized

Every morning, Ownity ranks everything that needs attention into one to-do list — overdue records requests, charts not ready for tomorrow's visits, outstanding intake, faxes waiting on a decision. Your team sits down knowing exactly what to work first.

Summarizes every chart

Open a patient and Ownity gives a two-sentence chart summary plus two or three suggested next steps based on the records on file. The provider walks in already oriented, without 15 minutes of pre-reading.

Reads insurance cards from a phone photo

Patient takes a photo of their card at check-in. Payer, member ID, group number, plan, Rx BIN/PCN, and subscriber details all auto-fill — and Ownity runs an eligibility check on the spot. Staff confirm instead of transcribing.

AI reads patient insurance card details

Built for the way clinics actually work

Records

Records, chased for you

One click sends the request to the prior clinic. We follow up, log the reply, and tell you when records land. Five clear stages, no sticky notes.

Fax triage

Every fax, one click from done

Every page that hits your fax line is read and categorized — records, referrals, prior auths, billing, results, junk — each with a one-click action: file to the chart, route to billing, flag for the provider, or fax a reply. Your team stops sorting the pile.

Referrals

Never lose a referral

Every inbound referral is read and logged the moment the fax lands — patient, reason, and urgency captured, and routed to the right provider. Nothing gets buried in the pile or lost in a stack of paper. Off-specialty referrals are flagged to redirect, and cancellations clear themselves — so your new-patient pipeline never leaks.

Prior auth

Prior auths, tracked and pre-filled

Ownity tracks every authorization and reads the chart to pre-fill the request — diagnosis, prior treatments, imaging — then assembles the packet. Payer approvals and denials get captured back automatically when they fax in.

Refills & forms

Refills and forms, answered from the chart

A pharmacy refill or an FMLA / disability form comes in; the provider approves in a tap or Ownity drafts the answers from the chart, they sign, and it faxes back to the pharmacy or requester — no phone tag, no stack on the desk.

Results

Abnormal results, never missed

Incoming labs, imaging, and pathology file to the right chart automatically — and anything flagged abnormal is held for the provider to acknowledge, so nothing critical slips through the fax pile.

No integration

No integration, no migration

Ownity runs on its own — nothing to plug into, nothing to install, nothing to rip out. Your team keeps using whatever they have today, and Ownity hands you the records when they land.

Organization

Records, already organized

Every file arrives tagged by patient, sending clinic, and date. Your team finds anything in two clicks instead of digging through a fax pile.

Intake

Intake before the visit

Send a new patient an intake link by text or email — insurance card, prior providers, and HIPAA release come back before they walk in, and the card photo auto-fills coverage.

Secure upload

Skip the fax cover sheet

The prior clinic gets a one-time link, drops in the records, and you're notified the moment they arrive.

Dashboard

One dashboard, every status

Office managers see every fax, records request, intake form, and eligibility check in one place. Who's late, what's coming Friday, what needs attention today.

Per-provider queues

Each doctor's own queue

Records sort themselves by provider. Dr. Smith opens her queue and sees only Dr. Smith's patients. No wading through the whole clinic.

Eligibility

Insurance verified, not guessed

Coverage is checked against the payer automatically — the moment a card photo lands and again ahead of the visit. Front desk knows what's active and what it covers before the patient sits down.

Network check

Out-of-network patients, flagged early

Ownity checks each patient's plan against the payers you accept and flags anyone out of network — so your team can warn them and head off a surprise bill before the visit, not after.

What this looks like in real dollars

Records requests alone, for a 4-provider clinic handling about 400 a month:

180
hours saved monthly
$3,960
saved monthly
10×
faster turnaround
$47,520
saved yearly

Based on 30 minutes of staff time per request at $22/hr fully loaded; Ownity completes each request 10× faster — and that’s before referrals, prior auths, and the rest of the fax pile.

Don't Worry, HIPAA Secure.

Signed BAA before any PHI flows. AES-256 encryption at rest, TLS in transit. Per-clinic data isolation so a leaked token can't cross tenants. And an append-only audit log on every read, write, download, and share — attributed to a real user, timestamped, immutable.

Ownity audit log

Book a demo

Tell us a bit about your practice and we'll take you straight to scheduling.

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