Patient Intake Automation
You can automatically fax completed patient intake forms to a number you choose — no manual downloads needed. Once a patient completes the forms in a workflow, their completed forms are faxed to the number you’ve set.How to Set It Up
Fax Automation is configured per workflow. In a Patient Workflow’s Advanced Settings:- Turn on Fax Automation — “Sends completed patient intake forms to designated fax when enabled.”
- Enter the Fax Number to send completed forms to.
Your site must have a valid fax number configured for template-response faxing before Fax Automation can be enabled. If the toggle is disabled and shows “Fax automation is currently disabled,” contact support@getathelas.com to get it set up for your site.
FAQ
Where do I turn on fax automation?
Where do I turn on fax automation?
It lives in the Advanced Settings section of an individual patient workflow, not on a separate page. Open the workflow, expand Advanced Settings, and enable Fax Automation.
Why is the Fax Automation toggle disabled?
Why is the Fax Automation toggle disabled?
Your site needs a valid fax number configured for template-response faxing. Contact support@getathelas.com to enable it.