Organize EOBs, referral letters, billing records, and administrative correspondence automatically. Refyle reads each document and renames it consistently — while automatically screening for and rejecting PHI-containing files.
Refyle automatically screens every upload for Protected Health Information (PHI). Documents containing patient identifiers are automatically rejected and never processed. Refyle is designed for administrative documents only — not HIPAA-regulated patient records.
Explanation of Benefits documents arrive constantly — from multiple payers, for multiple providers. Without a consistent naming system, they pile up in Downloads and become impossible to reconcile.
Referral letters come in from dozens of providers with no consistent naming. Tracking which referrals have been received, processed, and followed up on requires constant manual effort.
When billing records and remittance documents aren't organized consistently, reconciliation takes longer. Every delay in finding the right document is a delay in getting paid.
Upload a batch of EOBs, referral letters, and billing documents. Refyle reads each file and renames it with payer, document type, and date — while automatically rejecting any file containing PHI.
Refyle uses Claude AI to screen every document for Protected Health Information before processing. Any document containing patient names, SSNs, dates of birth, or other PHI identifiers is automatically rejected — not renamed, not stored, immediately flagged.
Use the Finance profile for EOBs and billing records, or the General profile for correspondence and referrals. Both extract document type, date, and key identifiers for consistent naming.
Every upload is automatically screened for Protected Health Information. Documents containing patient identifiers are rejected before processing — protecting your practice and your patients.
Set up shortcodes for payers and providers — BlueCross → BCB, Medicare → MCR. Refyle uses your codes in every filename for fast filtering.
Start free and scale as your document volume grows. No per-seat fees, no contracts.
Stop manually filing EOBs and referrals. Start with 50 free files — no credit card required.
Free plan · No credit card · Cancel any time