Tabs
The Faxing page is organized into tabs:- Outbound — faxes you’ve sent
- Inbound — faxes you’ve received
- Archived — faxes you’ve archived from any queue
- Email and Text Message — a tracker for email and text communications
- Settings — where your fax numbers (and coversheet templates) are stored, if enabled for your site
Header Actions
At the top of the page you’ll find:- Send Document — open the Send Fax panel to send a new fax
- Filter — open the filter drawer (a badge shows how many filters are active)
- Contact List — create, edit, and tag contacts, and link fax numbers to facilities and providers. Use Create Contact to add one and Manage Contacts to review the list.
Filters
Open Filter to narrow the list by:- Facilities, Providers, and Status (Success, Failure, In Progress, Queued, Batching, Partial Success, Unknown)
- Patient
- Content Types (inbound faxes)
- Creator (outbound faxes)
- From Date / To Date
- Sender Fax Number / Recipient Fax Number
Resending a Fax
If an outbound fax fails to send, a Resend Fax action appears on that fax’s row so you can re-send it without recreating it.FAQ
Where do I manage my fax numbers?
Where do I manage my fax numbers?
Your ported fax numbers live on the Settings tab (when enabled for your site), where you can also manage coversheet templates.
How do I resend a fax that didn't go through?
How do I resend a fax that didn't go through?
On the Outbound tab, find the failed fax and click Resend Fax on its row. You can adjust the recipient, sender number, subject, facility, and provider before re-sending.