AI & EHR Integrations - ModMed, Eyefinity

A great filing cabinet. A terrible colleague.

Software systems come in three buckets: Systems of Record, Systems of Intelligence, and Systems of Engagement.*

Your EMR is a great system of record. It stores everything — patient charts, documents, schedules, billing. That's what it was built for.

But it's a terrible system of intelligence. It doesn't understand what just arrived in your fax queue, what it means for your practice, or what should happen next. That thinking is still done by your staff — reading faxes, making decisions, creating tasks, routing work. Two to three hours a day of skilled labor spent on something a thoughtful system could handle.

The glove, not the mitten.

For decades, the economics of software meant one-size-fits-all. Your workflows had to fit the EMR's shape — like wearing a mitten when you need a glove. Every practice got the same task system, the same routing, the same inbox. It worked, but it forced every practice into the same shape regardless of how they actually operate.

AI changes the economics of customization. It's now possible to build intelligence layers that conform to your practice — your fax types, your routing rules, your staff structure, your clinical priorities. Software that fits your hand like a glove.

What we're building.

Arbor Genie is not another EMR. We're the intelligence layer that sits between your fax machine and your team, between your EHR and your patients. We read, understand, prepare, and route — so your team can act.

The goal: do reliably and at scale what your practice would do perfectly for each patient if you had infinite time.

We're live with ModMed and Eyefinity. We'll work with practices on custom integrations. But the tech isn't the emphasis — the workflow is.

*The "three systems" framework originates from Geoffrey Moore (Systems of Engagement, 2011) and Satya Nadella / Microsoft (Systems of Intelligence, 2016).

Our EHR integrations go deep.

Filing a fax isn't the same as acting on it. Most tools stop at document upload. Fax Genie searches patients, matches records, creates tasks, looks up prescriptions, routes work, and verifies that it landed.

ModMed EMA

Full integration with ModMed's EMA platform for ophthalmology, retina, and specialty practices. Live in production at Peak Retina.

Patient Search & Matching

Searches ModMed by name and date of birth. Handles name variations, spelling differences, and new patients. Creates new patient records when no match exists.

Document Upload

Uploads fax PDFs directly to the patient chart via FHIR DocumentReference API. Every upload verified with a read-back confirmation.

Task Creation & Routing

Creates scheduling tasks, referral tasks, and follow-up tasks routed to the right staff. Priority set by AI-assessed clinical urgency. Multi-facility routing (e.g., Issaquah vs. Yakima).

Referral Workflow

End-to-end referral processing: extract referral details, match or create patient, upload to chart, create scheduling task with clinical context and triage priority. Human review for unmatched patients.

Eyefinity Encompass (by VSP)

Deep integration with Eyefinity's EMA platform for optometry and comprehensive eye care practices. Live in production at Arbor Eyecare since December 2025.

Patient Search & Matching

Four-layer patient safety defense: pre-search validation, name verification, post-navigation confirmation, and activity-level gating. No document ever reaches the wrong chart.

Contact Lens Rx Lookup

Pulls the patient's current CL prescription directly from Eyefinity. Compares against the vendor's faxed request. Detects expired prescriptions automatically.

Auto-Fax Verification Response

Drafts and sends CL verification responses back to vendors via auto-letter fax. One click for the tech — or fully automated. Compliance timelines met every time.

Task Creation & Routing

Creates CL verification tasks, referral tasks, records request tasks, escalation tasks, and expired Rx scheduling tasks — each routed to the right team member with due dates.

Document Upload & Verification

Uploads fax PDFs to patient charts with end-to-end verification. A separate read-back step confirms the document landed — every time.

Non-Visit Order Creation

For incoming medical records: AI prepares a clinical summary and creates a non-visit order routed to the physician. Review, approve, done — no manual transcription.

The AI layer

Fax Genie uses vision-capable AI models to read fax documents the way a human would — by looking at them. No OCR pre-processing. No brittle template matching.

Vision-Based Classification

AI reads the fax as an image — understanding layout, headers, handwriting, and clinical content. Classifies into practice-specific categories with per-tenant prompts.

Clinical Extraction

Extracts patient name, DOB, referring provider, diagnoses, medications, and clinical urgency directly from fax content. Structured output — not free text.

Workflow Orchestration

Each fax category triggers a specific workflow — a chain of actions (search, upload, task, verify) defined per practice. Not one-size-fits-all. Your workflow, automated.

Human-in-the-Loop

AI prepares, humans approve. Every action is reviewable on a dashboard. Corrections feed back into accuracy tracking. The right question isn't "is the AI perfect?" — it's "are we better off with it?"

On our roadmap

We're expanding EHR support based on demand from practices we're talking to.

Nextech

Best in KLAS 2025 for ophthalmology. Integration research complete. Timeline depends on practice demand.

Epic

Evaluating FHIR-based integration paths for large multi-specialty groups. Early exploration.

On a different EHR? Let us know — practice demand drives our integration roadmap.

See Fax Genie work with your EHR.

15-minute call. We'll show you what Fax Genie looks like with your fax types and your EHR.

Get in Touch