The Inbox That Actually Works

Transform inbound faxes into structured, actionable data — automatically organized and routed into charts, with tasking that keeps care moving forward.

Solutions

Automation That Understands Your Workflow

From document submission to task completion, every document is not just filed — but connected to the actions your team needs to take.

Extracted Labs & Imaging
Confirm the collection / performed date per row. Each ECW order is dated to its own row, so panels drawn on different days sort chronologically.
Lab results pg 1, 2, 3, 4, 5, 6, 7, 8
Estrogen Receptor Status · Positive
DRAWN 05/19/2026
ER Nuclear Positivity Percentage · 91-100% %
DRAWN 05/19/2026
ER Average Intensity of Staining · Strong
DRAWN 05/19/2026
Progesterone Receptor Status · Positive
DRAWN 05/19/2026
PR Nuclear Positivity Percentage · <10% %
DRAWN 05/19/2026
PR Average Intensity of Staining · Weak
DRAWN 05/19/2026
HER2 NEU Immunohistochemistry · Negative
DRAWN 05/19/2026
HER2 NEU Score · 0
DRAWN 05/19/2026
WBC · 2.4 L
DRAWN 04/21/2026
ADJUSTEDWBC · 2.7 L
DRAWN 08/26/2025
HGB · 10.0 L
DRAWN 04/21/2026
HCT · 27.9 L
DRAWN 04/21/2026
PLT · 224
DRAWN 04/21/2026
CREATININE · 0.89
DRAWN 04/21/2026
AST · 20
DRAWN 04/21/2026

LabLift

Pull and structure lab results into fields in any EHR

Automatically converts inbound lab documents into structured, EHR-ready data — mapped to the right fields in any EHR.

Eliminate manual data entry

Real time lab results at your fingertips

TRIALIST
Intelligent Inbox
Dashboard
Operational overview for Intelligent Inbox
Inbox All inboxes
AUTO-ARCHIVED
253
Archived by rules today
CATEGORIZED TODAY
674
+18% vs yesterday
FLAGGED
1010
Awaiting review
MARKED FOR SUBMISSION
273
Ready for next submission run
Weekly volume
Received, categorized, submitted, and flagged faxes over the last 7 days
May 16May 17May 18May 19May 20May 21
Received Categorized Submitted Flags
Distributions
Total 3597
Faxes by category
Pharmacy Consult Notes X-ray/Imaging Chart Documents Lab Documents Legal/Wills
Pharmacy 1851
Consult Notes 795
X-ray/Imaging — All types 726
Chart Documents 391
Lab Documents 363

Intelligent Inbox

AI-Powered Document Processing

AI-driven sorting for all inbound medical documents directly to any EHR. Automatically files documents into the correct patient chart and attaches them to orders, encounters and referrals.

97%

Documents sorted automatically

40h → 5m

Weekly to daily

Why Trialist

Built for Your Workflow

We believe automation should adapt to the practice, not the other way around.

🎯

Solutions, Not Rigid Products

Every implementation is tailored to how your practice actually works. No forcing square pegs into round holes.

🔒

Precision and Reliability

HIPAA Compliant. Built for PHI-sensitive clinical workflows with audit trails, role-based access, and encrypted credential management.

📈

Grow Without Adding Burden

Take on more trials, process more documents, and expand your practice without proportionally adding administrative staff.

Ready to automate your practice?

Let's discuss how Trialist can streamline your clinical operations.