Case Study: Southwest Surgical Associates achieves streamlined referrals and 40% reduction in paper use with Updox by EverHealth

Streamlining Referrals with Updox

Southwest Surgical Associates, a nine-site general surgery practice in greater Houston serving over 10,000 patients annually, faced slow, paper-heavy referral workflows with missing faxes, lengthy review times, and inefficient handoffs across locations. To address this, the practice evaluated and implemented Updox’s electronic document management for Greenway to enable online editing, filing directly to patient charts, and anywhere access for staff.

Updox’s solution centralized document routing and real-time status visibility, improving teamwork, reducing call volume, and speeding responses to referring providers. The practice now runs about 30,000 pages through Updox monthly, cut paper use by 40%, eliminated paper/toner/shredding costs and hours spent handling documents, and gained HIPAA-secure electronic faxing and better staff morale.

Southwest Surgical Associates

Elizabeth Stock

Medical Records Coordinator