OCR / Fax Categorization

Convert faxes to text and automatically tag them with AI.

Magnifying glass performing OCR on a fax document while automatically assigning medical categories such as POC, RX, and REF.
WestFax fax console inbox screenshot showing inbound faxes with an enlarged view of the Category column displaying automatically assigned medical tags such as REF, MR, LAB, and CONSULT.

Less Sorting, More Doing

Smarter Faxes, Instantly
OCR turns every page into readable, searchable text.
Simplified Categorization
Documents auto-tagged for you!

Turn Every Fax into Text

WestFax’s AI-powered OCR engine converts incoming fax images into clean, readable PDFs. Instantly copy, search, and reference text without digging through scanned pages - making every document faster to review, share, and store.
Plain scanned fax document prior to OCR, showing unsearchable text and signature in its original image form.
Fax document after OCR processing, showing extracted text highlighted and converted into machine-readable searchable text.

Supported Categories

Standard categorization is currently available on Healthcare plans only. We’re actively expanding this capability to support additional industries and customizable category sets - allowing you to define your own fax classifications for greater control and relevance.
At this time, custom categories are available only by request - contact us for a quote.
- Referral
- Prescription
- History & Physical
- Consulting
- Progress Note
- Plan of Care
- Labs
- Medical Records
- Discharge Summary
- Spam
- Other

How to Enable OCR / Fax Categorization

FAQ

Is this feature HIPAA compliant?

Yes. This runs inside the WestFax HIPAA-secure environment. BAAs are standard for healthcare plans.

Does this make my faxes searchable in my inbox UI?

No. The OCR converts the PDF so you can search within the PDF viewer itself (ctrl+f), not inside the inbox search index.

Can I filter faxes in the inbox by category?

Yes. You can sort, filter, and isolate categories so you get straight to the relevant faxes faster.

What does it cost?

The monthly cost depends on your current WestFax plan and fax volume. You can view your specific pricing and upgrade options directly in web portal.

Do I need to manually tag every fax?

No. The system will auto-tag based on content. You can override or add tags manually if needed.

Are custom categories available?

Yes. They’re available by request. Contact us for a quote based on your specific categories and workflow using the form below.

Is OCR + Categorization available for Enterprise accounts?

Yes. Enterprise can use this feature. Pricing varies based on volume and workflow requirements - request a custom quote using the form below.

Is this available on all plans?

No. This is currently available on Healthcare plans only. Expansion to other verticals will roll out later.

Request Enterprise Pricing or Custom Categories

Get a tailored quote for large-scale usage or custom category development specific to your workflows, industry, or internal routing needs. We'll review your requirements and respond quickly with pricing and options.