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.