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When processing an inbound fax, you can tie it to a specific patient. Open the fax and use the Patient field (in View and Update Fax or the fax’s side panel) to search for and select the patient. You can then filter by patient in the Faxing filter drawer to find all faxes tied to that patient.

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Tags

You can also add Tags to a fax to label and group it. Tags are free-form — start typing in the Tags field to reuse an existing tag or create a new one. Tagged faxes show their tags as badges in the fax list.

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FAQ

Open the Filter drawer on the Faxing page and filter by Patient. Only faxes tied to that patient will remain in the list.