Sigma AI Auto-Assign for Documents

Sigma AI reads every fax or scan that arrives in your Documents inbox and finds the clinician named on it. Until now, it assigned every document to that clinician. Practices where a nurse or medical assistant triages the inbox first can now choose which documents Sigma AI assigns on its own, and keep the match as a suggestion for the rest.

What is Sigma AI Auto-Assign?

Sigma AI Auto-Assign is a practice-level option under Settings > Communication. Practice admins choose one of three options:

• All documents – every document with a matched clinician is assigned. This is the default.
• Lab and imaging results only – only documents Sigma AI reads as a Diagnostic result are assigned.
• Suggest only – no document is assigned automatically.

Your choice is saved as soon as you click it, and a confirmation reads Auto-assign updated successfully.

What happens when a document arrives?

Whichever option you choose, Sigma AI still reads the document and fills in the details for you to review:

• The Type and a suggested Title
• The Patient suggestion below the field
• The matching order, when there is one

When a document stays unassigned and Sigma AI matches a clinician, that clinician appears as a suggestion below the Assignee field, the same way the patient suggestion works. Click the name to apply it, then click Save. The suggestion disappears once someone assigns or triages the document.

Important considerations

Before changing the option, keep in mind:

• Only practice admins can see and change it
• It applies to faxes and scans received after the change
• Documents received earlier keep their assignment
• Only clinicians active in your practice are suggested
• Each change is recorded in the audit log

Under every option, the Assignee suggestion appears on any unassigned document with a matched clinician.

Best practices

Pick the option that matches how your team works the inbox:

• Suggest only when staff triages everything from the Unassigned list first
• Lab and imaging results only to route results to the ordering clinician while staff handles forms, prior authorizations, and records requests
• All documents when clinicians work their own documents directly

Keeping the option aligned with your triage workflow means clinicians see only the documents that are ready for them. To learn more about the Documents inbox, see Mastering the Fax Inbox and Reading Diagnostic Results with Sigma AI.