hellofax.ai / Reports

The practice’s own numbers, before you go looking

An administrator shouldn’t have to remember to open a dashboard. hellofax emails your practice its own figures — daily, weekly and monthly — so how the queue and the phones were handled arrives with the morning. A bad Thursday is something you read about on Friday, not something a referring office tells you about in November.

Three questions, answered before the huddle

Every figure in the email is there to answer one of them. Nothing is in it because it happened to be easy to count.

1

Is the work getting done?

What arrived against what was finished, the share closed inside 24 hours, and the median hours from arrival to done. The first says whether the volume was cleared at all; the other two say how fast — and speed is the half of the question a staffing conversation actually turns on.

2

Where is it piling up?

Arrivals broken out by folder, in your practice’s own categories. A month where refills doubled and referrals held steady is a different resourcing problem from the reverse — and without the split, both just look like “we’re busier.”

3

What’s outstanding right now?

Two figures deliberately describe this morning rather than the period: how many faxes have sat open more than two days, and how many are waiting on a person. They answer “what needs somebody today” — a question about the present, not the past.

What actually lands in the inbox

This one is a Monday, so the daily and the weekly arrive together in a single email — headed per period, shortest first, so the week’s figures can never be mistaken for the weekend’s.

Sample — every figure below is illustrative and the practice is fictional. Nothing in a real report identifies a patient either.

hellofax reports → you Northside Pain & Spine — daily and weekly report, 31 August 2026 Sample

Northside Pain & Spine

Daily and weekly report

31 August 2026

Numbers for the Monday huddle.

Daily

28–30 August 2026

Faxes
Received86
Finished83% of what came in71
Finished within a day44% of those finished31
Median turnaroundreceived to finished9 hr
Open more than 2 daysright now, not during the period12
Waiting on a personneeds review or failed to read4
Referrals31
Prescription refills22
Medical records14
Prior authorization11
Other8
Phone
Calls in142
Answered83% of calls in118
Missed17% of calls in24
Voicemails leftsee Call-backs in hellofax for who is still owed one9
Calls out97
Average callanswered calls in3m 12s
Worst day29 August — 9 of 29 calls31% missed
Referrals
Received31
Contacted77% of those received24
Appointments booked15
Open right now19
Never calledopen, and nobody has tried yet5

Weekly

24–30 August 2026

Referrals
Received184
Contacted88% of those received162
Appointments booked109
Open right now19
Never calledopen, and nobody has tried yet5

Sections are chosen per schedule — this practice keeps the weekly to referrals only, so the Monday glance stays short.

Figures in red are the ones worth a look. Open hellofax for the detail behind any of them.
This email contains counts only — no patient information.

Three rhythms, one email

Run any of them, all of them, or none. Each keeps its own choice of sections, so a short daily glance and a full monthly review can be different documents.

Mon–Fri

Daily

Yesterday, on your desk this morning. It follows the working week: Monday’s covers Friday, Saturday and Sunday together, because faxes keep arriving when the office is shut and a Friday-only window would leave every Sunday in no report at all. Nothing arrives at the weekend.

Your day

Weekly

Seven days ending the day before, on whichever morning suits your management meeting. This is the cadence a trend becomes visible at — one slow Wednesday is noise; three in a row is a rota problem.

The 1st

Monthly

The whole of the month just ended, on the first morning of the next — the one that goes in front of a partner or an owner, and the one that answers “is this month worse, or does it just feel worse?”

One send time, one email

You set a single hour for the whole practice rather than one per schedule — which is what makes the merging dependable instead of lucky. Everything due on a morning becomes due at the same moment, so it always leaves together: a Monday brings the daily and the weekly, the 1st brings the daily and the monthly, and a 1st that falls on a Monday brings all three, in one message.

Your clock, and never a part-finished day

Periods are worked out in your practice’s own time zone, not a server’s, so “Tuesday” means the Tuesday your staff worked. A report never quotes a day that hasn’t finished, and a period that has already been reported is never sent twice — whatever else happens that morning.

Managing the work, and staffing to it

The report is where an administrator finds out that something slipped. The app is where they find out where, and who. The two are deliberately different documents.

Performance you can see without standing over anyone

Turnaround, the share finished inside a day, answered against missed, referrals contacted, the worst day for missed calls — how the practice handled its own work, on a rhythm that doesn’t depend on anyone remembering to check. A slide shows up as a trend rather than as a complaint. And the figures worth acting on are printed in red, so the problem is findable without reading every line.

Behind each of them, in the app, the activity log names who filed, called, texted and booked — on an audit trail nobody can edit. The email tells you to look; the log tells you where.

Staffing decided on numbers, not impressions

Arrivals by folder say which kind of work grew. Calls in, and the day they landed on, say when the phones need a second person. Open more than two days and never-called referrals say what the next hour should be spent on. Where you put somebody on Monday morning stops being a guess about which queue “felt busy” last week.

Referral counts exclude the notification faxes partner networks send ahead of the documents themselves — counting both read referral volume nearly 20% high, which is a hiring decision made on a number that was never real.

It leaves the building, so it carries no patient

Email is the one thing hellofax sends that no permission, policy or audit trail can reach once it has gone. The report is shaped around that fact.

Counts only, and not by convention

No patient name, date of birth, phone number, note or document ever appears in a report. What it reads are integers and nothing else — enforced in the code and pinned by a test, not left to whoever edits the template next. Anything that names a patient stays behind sign-in, and the email links back into hellofax instead of quoting it.

Recipients are people, not an address list

Only somebody who already holds a hellofax account at your practice can be added. Type an address that isn’t one and it is refused, by name, rather than quietly dropped. Switch a leaver off under Team and their reports stop the same day — there is no second mailing list anybody has to remember to tidy.

Preview it before you switch it on See the actual email for a schedule, over the period the real one will cover — then send yourself a test copy, marked as one in the subject line.
A resend is the same report Send a past report to somebody who deleted theirs, or who joined the list after it went. hellofax keeps the figures each report was sent with and resends those, so two people comparing their copies always see the same numbers.
A line of your own at the top An optional note, printed exactly as you type it — “Numbers for the Monday huddle” — so the email arrives in your words and not only ours.
Everything off until you turn it on No schedule runs and no email leaves until an admin switches it on and chooses who receives it — the same rule every automatic thing in hellofax follows.

Give your front desk its day back

The fax machine isn’t going anywhere. The hours it eats can.

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