App No. 03 · For the front office

Faxes that sort themselves.

Fax Sorter reads every incoming fax, works out what it is and who it's for, names it consistently, and files it in the right inbox: a doctor, Patient Care, Optical, the Business Office. What it can't place waits for a person. All of it runs on your own PC.

NewGmail, Microsoft 365, any practice, ten themes
  • Coming soon
  • Windows 10 & 11
  • Faxes stay on your PC
Fax Sorter's web interface open on the Patient Care inbox: a list of eight sorted faxes by patient and category, with a preview of the selected pharmacy refill fax beside it
  • Reads text PDFs and scans
  • Reads faxes from Gmail, Microsoft 365 or a folder
  • Files into doctor and department inboxes
  • Faxes it can't place wait in Needs Review
  • Runs on your PC, not in the cloud

How it works

From the fax line to the right inbox.

Fax Sorter does the reading and filing a person would do, in the same order, and hands you the cases that need judgement.

1

A fax arrives

Your fax service drops PDFs in a folder, or emails them to a mailbox Fax Sorter can read: Gmail, Microsoft 365, classic Outlook or any IMAP account. It checks on a timer, or when you press Run Sort.

2

It reads the page

Text PDFs are read as they are. Scans go through OCR on your PC, so a fax that arrives as a picture is handled the same way.

3

It picks the inbox

First by the sending fax number, then by keywords on the page, and only then by a small AI model on the same PC. Clinical notes go to the doctor they're addressed to.

4

It names and files it

The fax is renamed, filed in the right inbox and logged. If it can't place one, it goes to Needs Review for a person to handle.

One fax, start to finish
Arrives as New 1 page fax from 5555550128.pdf
Filed as Patient Care / Pharmacy_BELLAMY_DENNIS_10-07-2026_MainStPharmacy.pdf

Category, patient, date and sender, in that order. The pattern is a setting, so you can change it. The patient and sender here are made up.

What's new

More ways in, more kinds of office.

Fax Sorter now reads faxes from an email account, starts with the setup for your kind of practice, wears your colors, and comes with a free trial.

Any inbox

Faxes from any email account.

If your fax service emails each fax as a PDF, Fax Sorter can read it straight from the mailbox. That covers offices on Gmail, Microsoft 365 or the new Outlook, as well as a folder or classic Outlook.

  • A direct, encrypted connection. Faxes go from your mailbox to your PC, never through us. The password, or Microsoft sign-in, is saved encrypted for that one PC.
  • Set up in Settings. Gmail takes an app password, and Microsoft 365 uses Sign in with Microsoft. Other providers use their IMAP details.
  • Nothing lost. An email moves to a Processed folder only after every fax in it is filed.
  • Knows who sent it. It reads the sending number from sendfax.io and eFax emails, and has patterns for RingCentral and Documo. Send us a sample email to confirm yours.

Faxes can arrive from

  • A folder of PDFs
  • Classic Outlook
  • Gmail
  • Microsoft 365
  • The new Outlook's account
  • Any IMAP mailbox

Sending number read from

  • sendfax.io
  • eFax
  • RingCentral
  • Documo

Any practice

Set up for your kind of office.

Fax Sorter no longer assumes an eye office. Choose your kind of practice when you install, and the categories, keywords and inboxes arrive ready. Your practice's name shows in the header.

  • Eye care: exam notes, referrals, pharmacy refills, prior authorizations, contact lens verifications and optical lab updates
  • Primary care: consult notes, imaging, hospital reports, home health, equipment orders, care gaps and forms
  • General clinic: clinical notes, labs, imaging, orders, forms and billing, for any other specialty
  • Custom plan: your own categories, keywords, routing, logo and chart-summary sections, set up for you by DIN Tech Labs
Fax Sorter's inbox screen for a made-up family medicine office in the Clinic Teal theme: cards for three doctors, Unassigned, Nursing, Referrals, Medical Records, Front Desk, Business Office and Needs Review

Your colors

Make it look like yours.

Pick one of ten color themes in Settings, for the desktop app and the web page alike. A theme changes the header, buttons, selected rows and page background.

  • The same on every screen. The desktop app shows a new theme after a restart, the web page after a reload.
  • Colors keep their meaning. Inbox and category colors stay as they are, so a fax's color doesn't change with the theme.
  • Your own colors. On the Custom plan you can set your own header and accent. Colors that would make text hard to read are refused.
  • Classic Navy
  • Ocean Blue
  • Clinic Teal
  • Forest Green
  • Plum
  • Rose
  • Warm Sunset
  • Graphite
  • Bright White
  • High Contrast
The inbox screen in the Clinic Teal theme: a deep teal header and a pale mint page
Clinic Teal
The inbox screen in the Plum theme: a deep purple header and a pale lilac page
Plum
The inbox screen in the Warm Sunset theme: a dark brown header and a pale peach page
Warm Sunset
The inbox screen in the High Contrast theme: a black header, a white page and black outlines on every card
High Contrast

Try it first

Fourteen days, everything on.

Fax Sorter starts a free 14-day trial the first time it runs, and a strip across the top shows how many days are left. You don't need a license key to begin.

  • If it ends, nothing disappears. After the trial, or if a subscription lapses, Fax Sorter turns read-only: sorted faxes can still be opened, printed, moved and searched, and no new ones are sorted until a key is entered.
  • Keys go in Settings, then License, or into the setup wizard. The app checks the key once a day, and keeps working for up to 14 days with no internet.
  • Two plans. Standard starts from the setup for your kind of practice, and you manage your own doctors, inboxes and sending fax numbers. Custom adds your own categories, keywords, routing and logo, set up for you.
The top of Fax Sorter's web page for a made-up eye office: a yellow strip reading Free trial, 9 days left, then the header with the practice name, and the Inboxes title and search box

Real screens from Fax Sorter's web interface, running on test installs with no real practice or patient data. Sample Eye Care and Sample Family Medicine are made up, and so is every name, fax and phone number shown.

Inside the app

Built for the front desk, not the server room.

The web interface opens in any browser on your office network. A desktop app on the sorting PC runs the sort and manages settings and users.

Every inbox

One screen for every inbox.

Each doctor has an inbox, and so do Patient Care, Optical, the Business Office and Reception. Counts show what's waiting, and one search box looks through all of them by patient, file name or sender.

  • Doctor inboxes for clinical notes, referrals and lab results addressed to each provider
  • Department inboxes for refills, prior authorizations, contact lens verifications, optical lab updates and records requests
  • Unassigned for clinical faxes that don't name a doctor
Fax Sorter's inbox screen: cards for four doctors, Unassigned, Patient Care, Optical, Business Office, Reception and Needs Review, each showing how many faxes it holds

Open and act

Read it, fix it, file it.

Pick a fax and its PDF opens beside the list. Rename the patient, move the fax somewhere else, mark it filed or print it. Tick several and move, file, print or summarize them all at once.

  • Edit patient renames the file for you
  • Mark as filed clears a fax from the queue once it's in the chart
  • Print one fax or a whole batch to any Windows printer
  • Summarize for chart writes a short summary with the local AI, if you've turned it on
The Patient Care inbox showing eight faxes in a list, with a toolbar for Open PDF, Reclassify, Edit Patient, Mark as Filed, Summarize for Chart and AI Re-sort, and a preview of the selected fax

Needs Review

What it can't place, it hands to you.

A fax with no known sender, no matching keywords and no named doctor isn't dropped into a best guess. It waits in Needs Review, with a preview, until someone decides where it goes.

  • Counted and tagged: a count on the inbox screen and a Review tag on each fax
  • Logged: every fax is recorded with when it arrived, where it went and why
The Needs Review queue holding two faxes tagged Review, with a preview of the selected fax from a family medicine office

Teach it once

Correct it once, it remembers.

Move a fax to the right place and Fax Sorter learns from it. In the desktop app, ticking the Remember box sends every later fax from that sender's number straight to the same inbox. With the optional AI on, your corrections are also shown to it as examples.

  • Your doctors, inboxes and senders are yours to manage, and kept in plain files you can open in Excel
  • Nothing is hidden: moving a fax renames and refiles the PDF, and the log keeps up
The Move Fax dialog over a fax from an insurance office, with the category set to Records and the destination inbox set to Business Office

Real screens from Fax Sorter's web interface, running on a test install with no real practice or patient data. Every name, fax and phone number shown here is made up.

Also in the box

The small things that save the afternoon.

Starts with the paperwork of your kind of office.

Eye care, primary care and general clinic each come with their own categories, keywords and inboxes. These are the ten for an eye office, and your known senders are yours to add.

  • ExamNotes
  • Referrals
  • LabResults
  • Pharmacy
  • PriorAuth
  • RxRequests
  • Messages
  • OpticalLab
  • Records
  • Junk

Local AI, optional.

For faxes the rules can't place, a small model run by Ollama on the same PC takes a look. Leave it off and everything else still works.

AI · local only

Made for a shared office.

Staff sign in with their own web logins, as admins or users. One Windows PC does the sorting; everyone else just opens a browser.

  • Sorting PC
  • Front desk
  • Tablet
  • Laptop

A paper trail, and no pile-ups.

Every fax is logged with the reason it went where it did. Exact duplicates are set aside in a folder, never deleted, and two sorting runs can't file the same fax twice.

  • 10-09 09:34ExamNotes → Dr. Allenmatched sending fax number
  • 10-09 08:12Pharmacy → Patient Carematched content keywords
  • 10-08 16:05Records → Business Officematched sending fax number
  • 10-06 14:22(none) → Needs Reviewno department match found

Private by design

Your faxes stay in your office.

Faxes are patient information. Fax Sorter is built so that reading, sorting and filing them never sends them to a cloud service, to us, or anywhere outside your office.

  • Everything runs on the office PC. Reading, OCR, sorting and filing all happen locally.
  • The AI is a small model on the same machine, run by Ollama. No fax content is sent to any cloud service.
  • No tracking. The app has no analytics or telemetry. It makes two small connections of its own: about once a day it fetches one public file from our website to see whether a newer version is out, and, once you have a license key, it checks the key with our licensing service, Lemon Squeezy. Neither carries a fax, a patient name or your practice's name, and the update check can be turned off in Settings.
  • Email faxes come straight to your PC. With an email account, Fax Sorter reads the mailbox over an encrypted connection. Nothing passes through us.
  • The web interface is for your office network. Staff sign in with logins you create, stored as salted hashes. To reach it from outside, use your VPN, and never put it on the open internet.

Fax Sorter is a tool, not a compliance program. Securing the PC, deciding who can sign in and backing up the sorted files stay with your practice.

Download

Coming soon.

The public download isn't open yet. This is what Fax Sorter will need and how setup will go.

Coming soon

Fax Sorter 1.0.0

Version 1.0.0 is built and tested on Windows. The download isn't open yet, so check back soon. Questions in the meantime? Write to support@dintechlabs.com.

Windows 10 or 11 (64-bit) · about 60 MB · setup wizard included

01

Get the setup

One file, about 60 MB. Copy it to the office PC that will do the sorting.

02

Run it

Windows may show a blue “Windows protected your PC” box, because the installer isn't code-signed yet. Choose More info, then Run anyway.

03

Answer the wizard

Your kind of practice and its name, how faxes arrive (an email account, Outlook or a folder), where to keep the sorted files and the admin login for the web interface. A license key is optional: leave it blank to start the trial.

Works on
Windows 10 and 11, 64-bit
Faxes arrive by
A folder of PDFs, an email account, or classic OutlookGmail, Microsoft 365 and the “New Outlook” account work through the email-account option. “New Outlook” itself has no automation interface.
Reading scans
Tesseract OCR, carried inside the setup
Optional AI
Ollama and a model of about 2 GBDownloaded once from their publishers, so it needs the internet one time.
Trial and plans
A free 14-day trial, then a license keyStandard or Custom plan. If a license lapses, Fax Sorter stays read-only until a key is entered.
Installing
Needs administrator rightsRunning a newer setup later upgrades in place and keeps your settings.

Questions

Before you install it.

Does it work with my fax service?

If your service delivers faxes as PDFs, yes. They can land in a folder (a shared drive, a scanner, a fax server), arrive as attachments in an email account such as Gmail or Microsoft 365, or arrive in classic Outlook. When the file name or email subject carries the sender's number, like “New 4 page fax from 5551234567”, Fax Sorter uses it to recognize the senders you've told it about. It reads sendfax.io and eFax emails, and has patterns for RingCentral and Documo; if your service words its emails differently, send us a sample and we'll check.

Do I need the AI?

No. The sender list and keywords do most of the work. The AI is an optional second opinion for faxes they can't place, and it powers the Summarize for Chart and AI Re-sort buttons. It runs on the same PC through Ollama and needs a one-time download of about 2 GB.

Can I change the doctors, departments and rules?

Your doctors, inboxes and known sending fax numbers are yours to manage on every plan. They live in plain CSV files you can open in Excel or Notepad, and changes take effect the next time Fax Sorter sorts. The categories, keywords and routing start from the setup for your kind of practice. On the Custom plan we build your own and install them for you. Users and settings are managed inside the app.

Is there a free trial, and what happens when it ends?

Yes: 14 days, starting the first time Fax Sorter runs, with a strip at the top of the app showing the days left. When it ends, or if a subscription lapses, Fax Sorter becomes read-only. Faxes already sorted can still be opened, printed, moved and searched, but no new ones are sorted until you enter a license key in Settings, then License.

Is it HIPAA compliant?

HIPAA describes how a practice handles patient information, not a feature of one program, so we don't claim it. What we can tell you is where the data goes: faxes, logs and AI processing all stay on your PC and your network, and nothing about them is sent to us. The only things the app sends out are the update check and the license check described above, and neither carries a fax, a patient name or your practice's name. Securing that PC, deciding who can sign in and backing up the sorted files remain your practice's job.

Does it run on a Mac?

The sorting itself runs on a Windows PC: Fax Sorter is a Windows program. Its web interface opens in any browser on your network, so Macs, iPads and Chromebooks can use it.

What happens when I update?

Run the newer setup over the old one. It replaces the program and keeps this PC's settings, web logins, routing lists, learned corrections and logs. Your sorted and incoming fax files are never touched. Fax Sorter tells you when a newer version is out: about once a day it fetches one small public file from our website and shows a strip with a link to this page. It never installs anything by itself, and you can turn the check off in Settings.

How do I remove it?

Use Windows Settings, then Apps, or the Start menu entry Uninstall Fax Sorter. You're asked whether to delete its settings too. Your sorted and incoming fax files stay where they are.

Who makes it, and who do I ask?

DIN Tech Labs: optometry staff building tools for optometry staff. Write to support@dintechlabs.com.

Not sure it fits your office?

Tell us how your faxes arrive and what your fax service is. We'll tell you plainly whether Fax Sorter suits it.

Email us