WestFax Comprehend™

Intelligent Document Processing.

Comprehend reads every inbound document — classifies it with FHIR-standard document types, extracts the details that matter, and routes it to the systems you already use.

An add-on to the WestFax service you already use — no migration, no new logins. HIPAA compliant with executed BAAs.

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Why Comprehend

Your team shouldn’t be the sorting layer

Staff spend hours splitting, renaming, uploading, and re-keying what a document already says. Comprehend does that work as documents arrive — so your team starts from organized and actionable, not from a pile.

Classified on arrival
Every document is tagged with FHIR-standard medical types — referrals, labs, prescriptions — plus custom Tags you define.
Data extracted for you
Patient names, dates of birth, provider details, and summaries are surfaced in the portal — no opening every document.
Spam never reaches you
Unwanted faxes are flagged and filtered before your team ever sees them.
Routed to your systems
Processed documents flow to EHRs, cloud storage, and document platforms through prebuilt Connectors.

How it works

What happens to every document

Comprehend is more than OCR. Each document moves through an intelligent pipeline — and comes out the other side as work your team can act on.

Documents arrive from your fax lines, email, drop folders, and API — funneled into a Stream, one managed view regardless of where they originate.

Every image-based page is OCR-processed into a fully searchable PDF.

AI identifies each document against FHIR-standard medical document types and applies your custom Tags. Spam is flagged and filtered here, before it reaches anyone.

Patient, provider, and document details are extracted and surfaced. Multi-patient packets are detected and separated, and documents are split by detected type.

Your rules decide what runs straight through and what pauses for a person: flag for review, assign with notes, request a signature. AI assists your team — it doesn’t replace their judgment.

The document and its structured data route to your EHR, OnBase, cloud storage, or any connected system through built-in Connectors — no downloads, no copy-paste.

Tagging & classification

Every document knows what it is

Comprehend classifies every incoming document with industry-standard FHIR medical document types — so referrals reach the referral team without anyone reading page one first.

The FHIR-standard types it chooses from

REF Referral LAB Laboratory RX Prescription POC Plan of Care H&P History & Physical PN Progress Note DC Discharge Summary MR Medical Records INS Insurance SPAM Spam OTH Other

Plus Tags you define

+ Wound Care + Prior Auth — Urgent + Any Tag you define

FHIR-standard types

Classification speaks the same document vocabulary as your clinical systems — no translation layer.

Custom Tags, your rules

Define your own Tags and the AI applies them as documents arrive — categories that match your workflows.

Built to filter and find

Tags drive routing rules, filters, and search — one glance at a queue tells you what’s in it.

Streams & filtering

Every source, sorted into Streams

Not just faxes — email, drop folders, and API uploads too. Streams funnel every document source into AI-driven intake channels you define, each with its own rules, filters, and permissions.

As many Streams as you need

Create a Stream per department, workflow, or location. Each is its own managed intake — one team’s referrals never mix with another’s billing.

Any document source

Fax lines, email, drop folders, API — a Stream takes them all and gives your team one view, regardless of origin.

Filtered before it lands

Spam is filtered out, urgent requests are flagged, and Stream permissions decide who sees what.

Document AI extraction

The details that matter, read for you

Comprehend reads every document and surfaces the details your team would otherwise hunt for — in the portal, and as structured data delivered alongside the document.

Workflow tools

The right document, to the right person

Automation handles the routine; your team handles the judgment calls. Comprehend moves documents to the people who need to see them — all from within the WestFax portal.

Assign with notes

Hand a document to a specific team member with instructions attached — ownership is explicit, not implied by an inbox.

Flag for review or signature

Documents that need eyes or a signature pause in a review step before they leave for a downstream system.

Notifications that find people

Email notifications fire when a document is assigned, flagged, or ready — so nothing sits unseen.

A smiling clinician working through assigned documents at a clinic workstation

Connectors

Delivered to the systems you already run

Once a document is processed, it moves on without you — no manual downloads, no copy-paste, no extra steps. Prebuilt Connectors route documents and their data to EHRs, cloud storage, and document management platforms, and we build new Connectors with our customers.

Prebuilt API-based Connectors into the care platforms your teams chart in — with new Connectors added by request.

PointClickCare
KanTime
CureMD
TurboPT
ChartPerfect
EpicComing soon
athenahealthComing soon

Don’t see your system?

We build Connectors with our customers

Comprehend’s Connector library grows the way the rest of WestFax has — customer by customer. Tell us where your documents need to land, and we’ll map the path together.

Talk to our team

Also built in

The parts you’d otherwise do by hand

Searchable PDF conversion

Every image-based document becomes a fully searchable, OCR-processed PDF — copy, search, and reference any page.

Document splitting

A 100-page fax isn’t one document. Comprehend splits packets automatically based on the document types it detects.

Stacks

Assemble new documents from pages across multiple documents and sources — ready to send as a fax or upload to a Connector or EHR.

Multi-patient detection

Documents that contain data for more than one patient are identified and separated — before they reach a chart.

Custom storage

Keep processed documents on your own cloud service — your storage, your retention rules, your control.

Spam filtering

Unwanted documents are flagged and filtered before they reach your team — the junk never makes it to a queue.

Deployment

One intelligence layer, three ways to run it

Comprehend is the AI engine behind more than one WestFax product. Comprehend and Orchestrate are WestFax Enterprise platforms — and any account can move to Enterprise, whatever your volume. Start where you are; every path runs the same document intelligence.

Scoped into Orchestrate™

WestFax Enterprise · complex deployments

Orchestrate is WestFax’s fully featured, highly configurable enterprise portal, built on top of the Cloud Fax Toolkit for complex deployments. Comprehend is scoped in as its data-extraction and intelligence layer — matched to your architecture, volumes, and review rules.

Explore Orchestrate

In your Fax Console

For existing WestFax customers

Comprehend powers the OCR & Fax Categorization upgrade in the Fax Console — searchable PDFs and automatic medical categories you can turn on right in the portal, today.

See the upgrade

Our approach to AI

Practical AI. Perfected first.

WestFax has processed healthcare documents for over two decades, and Comprehend was built the same way everything here gets built: side by side with the people who use it, shown early, shaped by their feedback — and put in front of customers only after the process was right. AI here reduces administrative burden. Clinical judgment stays with your people.

Our customers can’t afford to rip everything out and start over just because there’s a new technology trend. They need to know the system they rely on is going to work — every single time. We perfect a process before we put it in front of a customer.

Barry Clark · President, WestFax

We think about AI as another tool that can improve efficiency and processes — but it cannot replace a nurse or a doctor. Nothing changes in healthcare overnight, and it shouldn’t. Our job is to help our partners move forward at the right pace.

Doug Clayton · Chief AI Officer, WestFax
A compliance officer and colleague reviewing secure patient records at a workstation

Security & Compliance

Compliant by Design

You’re trusting us with PHI that can decide someone’s care. We hold the certifications that prove we’ve earned it — and we’ll sign the paperwork to back it.

HITRUST R2 Certified
HIPAA Compliant · BAA available
SOC 2 Type II Audited
PCI DSS Compliant
Also certified & compliant
  • PIPEDA
  • CJIS
  • GLBA
  • FERPA
  • TX‑RAMP

Every fax is protected with end-to-end encryption, strict role-based access controls, and complete audit trails — backed by a Business Associate Agreement.

Explore compliance

Get started

Let’s discuss your requirements.

Tell us about your document volume, the systems your data needs to reach, and what your team still handles by hand. We’ll map Comprehend to your workflow and show you what it looks like running on your own documents.

Having trouble loading the form? Reach the team directly and we’ll walk through your requirements together.

Talk to our team

FAQ

Frequently Asked Questions

Comprehend is WestFax’s AI-enhanced intelligent document processing (IDP) platform. It ingests documents from multiple sources, converts them to searchable PDFs, classifies them using FHIR-standard medical document types, extracts key patient and provider data, and routes documents to downstream systems through built-in Connectors.

No — OCR is just the first step. After a document becomes searchable text, Comprehend classifies it, tags it, extracts structured data from it, detects and separates multi-patient packets, splits it by document type, filters spam, and routes it to the right system or person.

Comprehend classifies documents using industry-standard FHIR medical document types — referrals, lab results, prescriptions, plans of care, progress notes, discharge summaries, medical records, insurance documents, and more. You can also define custom Tags, and the AI will apply them to match your specific workflows.

Yes — through supported Connectors and workflows. Prebuilt Connectors are available today for platforms including PointClickCare, KanTime, CureMD, TurboPT, and ChartPerfect, with Epic and athenahealth coming soon. Extracted patient data helps route inbound documents toward the correct chart; how automatic that is depends on the connector, your configuration, and the review rules you set.

A Stream funnels multiple data sources — fax lines, email, drop folders, API traffic — into one unified, AI-driven automation channel with its own rules, filters, and permissions. Instead of managing individual fax lines and folders, your team gets a single managed view of all incoming documents, regardless of where they originate.

Only where you want it to. Comprehend supports complete end-to-end automation, but your rules decide what pauses for a person — flag documents for review or signature, assign them to team members with notes, and keep humans in the loop wherever your workflow requires it. We treat AI as a tool for reducing administrative burden, not a replacement for clinical judgment.

Still have questions?

Schedule a demo and we’ll walk through your document workflow together.

No. Comprehend is an add-on to your existing WestFax service — no migration, no new installs, no new logins. Your faxes always remain in your Fax Console, and the Comprehend portal sits alongside it under the same WestFax account, processing documents according to the Streams and rules your admins configure.

They’re separate portals under one WestFax account. The Fax Console is the secure web portal included with every account — it’s where your faxes live. The Comprehend portal is a lighter enterprise portal where admins set up Streams, routing rules, document intelligence, and Connectors. For complex deployments, Orchestrate is WestFax’s fully featured enterprise portal built on the Cloud Fax Toolkit, with Comprehend as its intelligence layer.

Yes. Comprehend runs inside the same HIPAA-compliant environment as the rest of WestFax, with end-to-end encryption, role-based access, audit trails, and an executed Business Associate Agreement. WestFax is also HITRUST R2 certified and SOC 2 Type II audited.

The Comprehend portal and Orchestrate are WestFax Enterprise platforms — and any account can upgrade to Enterprise, whatever your fax volume. Existing customers can also turn on the Comprehend-powered OCR & Fax Categorization upgrade right in the Fax Console. Enterprise deployments are custom scoped to your sources, Connectors, and volumes — book a demo to get started.