> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send and Receive a Fax

> Send an outbound fax, process inbound faxes, and let AI auto-sort your fax inbox.

#### 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.

<Note>
  If an outbound fax fails, use the **Resend Fax** action on its row in the **Outbound** tab to re-send it.
</Note>

#### 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**.

<Tip>
  ✨**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.
</Tip>

### FAQ

<Accordion title="How will I know which faxes were sorted by AI?">
  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.
</Accordion>

<Accordion title="What happens if AI can't confidently match the patient or provider?">
  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.
</Accordion>

<Accordion title="Can I edit a fax that was already AI Sorted?">
  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**.
</Accordion>