Skip to main content

​
How to Send a Fax (Outbound)

Click Send Document at the top of the Faxing page. A Send Fax panel opens with the following fields:
  • Patient (optional) — tie the fax to a patient
  • Contact (optional) — pick a saved contact to auto-fill the recipient
  • Referring Provider — selecting a provider can auto-fill their fax number
  • Recipient Fax Number — the number you’re sending to
  • Subject — the title of the fax
  • Send from — which of your fax numbers to send from
  • Facility and Provider — which facility/provider the fax is coming from
  • Add Patient Facesheet — optionally attach the patient’s facesheet (with a preview)
  • Files — choose one or more PDF files; you can reorder them and preview the merged document
  • File Name — a name for the fax
Click Send Document. Your fax will then appear on the Outbound tab. If a coversheet is enabled for your site, you’ll also see coversheet fields in the panel.
If an outbound fax fails, use the Resend Fax action on its row in the Outbound tab to re-send it.

​
How to Receive a Fax (Inbound)

Open the Inbound tab. Use the All, Unprocessed, and Processed views to organize your inbox:
  • Unprocessed faxes haven’t been categorized or associated with a patient/provider yet.
  • Processed faxes have been organized.
Open a fax and click View and Update Fax (or Edit Fax) to set:
  • Subject — name or rename the fax
  • Facility and Provider — select or override
  • Patient — the patient this fax should tie to
  • Document Type — the category of the received fax
  • Tags — free-form labels (type to create a new tag)
Saving your edits moves the fax to the Processed view.

​
AI Fax Sorting

AI Fax Sorting is built into your fax inbox to process incoming documents faster. Instead of opening, reading, and routing every fax yourself, the system does it for you. When a fax arrives, AI will:
  • Identify the document type (referral, lab, prior auth, etc.)
  • Extract the patient name and match it to their chart
  • Identify the provider associated with the fax
  • Add a direct link to the patient profile
  • Automatically move the fax from Unprocessed → Processed
Automatically handled faxes are labeled AI Sorted in the Inbound view; if someone later edits an AI-sorted fax, it’s labeled AI + Human Edited.
✨Smart Tip: AI Fax Sorting only auto-processes a fax when the system is highly confident in the patient match (exact match only), the document type, and the provider. If anything is unclear, the fax stays in Unprocessed for your team to review — protecting against incorrect routing.

​
FAQ

Faxes processed automatically are labeled AI Sorted in the Inbound view. Open the fax to confirm the patient, provider, and document type that AI assigned.
The fax stays in the Unprocessed view so your team can review and assign it manually. AI Fax Sorting only auto-processes faxes when the patient match is exact and the document type and provider are clearly identified.
Yes. Click View and Update Fax on any fax — including AI-sorted ones — to edit the Subject, Facility, Provider, Patient, Document Type, or Tags, then save. The fax will be labeled AI + Human Edited.