Fax.Plus now includes AI-powered tools to help you quickly read, extract, and reuse information from your faxes.
What are Fax.Plus AI features?
Fax.Plus AI analyzes your fax documents and helps you:
- Extract key information without manual typing
- Convert scanned documents into readable text
- Quickly access important data alongside your fax
These features are designed to improve productivity and reduce manual work — especially when dealing with forms or structured documents.
Accessing Alohi AI Settings
- Log in to your Fax.Plus account as an administrator.
- Go to Settings > Faxing.
- Scroll down to the Alohi AI section.
AI for Fax.Plus
This is the master toggle for all Alohi AI features. When enabled, it activates AI capabilities for all users in your organization.
To enable it, switch the AI for Fax.Plus toggle to on. The toggle will appear blue when active.
Note: AI features will not be available to any users until this toggle is turned on.
Where to find AI features
AI features are available directly inside the fax viewer:
- Open a fax (Inbox, Sent, or Trash)
- Click on the “Alohi AI” panel on the left
- Choose the feature you want to run
For Enterprise users, the feature is available immediately — no setup required
AI Data Extraction
AI Data Extraction creates a structured view of the information in your fax.
What it does
- Extracts key fields (e.g. names, dates, contact details)
- Displays them in a structured format next to your fax
- Allows you to copy values directly
- Lets you edit values manually if needed
- Supports custom fields to extract specific information (up to 20 custom fields)
- Allows download as a JSON file
How it works
- The AI analyzes your fax and builds a structured object (fields and values)
- Results are saved automatically
- When you reopen the fax, results are already available (no need to run again)
Editing extracted data
- You can edit extracted values if something is incorrect
- Edits are saved and shared across users who received the same fax
- ⚠️ Editing does not change the original fax document
Important
- Extracted data is mainly used for:
- Copy/paste
- Review alongside the fax
- Export (JSON)
- Direct integration (e.g. EHR, CRM) — coming soon
- The structure of extracted data may vary unless you define custom fields
Tip: Use custom fields if you need consistent outputs (e.g. always extract “Patient Name”)
AI Text Transcript
AI Text Transcript converts your fax into a full text version.
What it does
- Generates a complete, paste-able version of your fax
- Works with printed and some handwritten content
- Preserves structure as much as possible
How it works
- Click “Text Transcript” in the AI panel
- The system processes the document (may take ~1–2 minutes depending on size)
- The result is saved and available every time you reopen the fax
Automatic Processing (Optional)
You can enable automatic AI processing for incoming faxes.
When enabled:
- Data extraction runs automatically on new faxes
- Results may already be available when you open them
Configuring Auto Data Extraction
- Click the Auto Data Extraction dropdown and select one of the following options:
- Extract manually only – Extraction runs only when triggered manually by a user.
- Auto extract all received faxes – Extraction runs automatically on all incoming faxes.
- Auto extract all sent faxes – Extraction runs automatically on all outgoing faxes.
- Auto extract all faxes – Extraction runs automatically on both sent and received faxes.
- To manage the fields used for extraction, click Manage Fields. Here you can view existing custom fields, add new ones, or edit and delete existing fields using the three-dot menu next to each field.
AI Credits
AI features use a credit-based system.
How credits work
- 1 AI Credit ≈ 1 page processed
- Each AI action consumes credits:
- Data Extraction → 1 credit per page
- Text Transcript → 1 credit per page
Availability
- AI features are currently Enterprise-only
- All paid plans receive a limited trial amount of credits
- Enterprise plans include a monthly credit quota
- Additional credit packs are available via upgrade
Important things to know
- You must upgrade to Enterprise to purchase more credits
- Upgrading your AI package may:
- Reset your billing cycle
- Reset your page quota
- AI subscription is currently linked to your Enterprise plan
Security & Compliance
Fax.Plus AI is designed to align with strict privacy standards, including HIPAA compliance requirements.
What’s coming next?
We’re continuing to expand Fax.Plus AI with new capabilities, including:
- 💬 AI Chat with your fax
- 🔗 API access to extracted data
- 📈 More advanced document understanding
- 🔄 Automation and integrations with EHR systems, including support for platforms such as:
- AdvancedMD
- Allscripts / Veradigm
- Athena
- Cerner / Oracle Health
- CharmHealth
- CPSI (Evident)
- DrChrono
- eClinicalWorks (ECW)
- Elation
- Epic
- Greenway Health
- Kareo (Tebra)
- MEDITECH
- Modernizing Medicine (ModMed / EMA)
- Nextech
- NextGen Healthcare
- OncoEMR (Flatiron)
- PointClickCare
- Practice Fusion
- Raintree
- SimplePractice
- TherapyNotes
- WebPT
- WellSky (Kinnser)
- and more
Need help?
If you have questions about AI features, credits, or availability, contact our support team — we’re happy to help.