> ## 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.

# Patient Intake Automation

> Automatically fax completed patient intake forms to a designated number, configured per workflow.

#### 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](/insights_front_desk/patient_communications/navigating_patient_workflows)'s **Advanced Settings**:

1. Turn on **Fax Automation** — *"Sends completed patient intake forms to designated fax when enabled."*
2. Enter the **Fax Number** to send completed forms to.

<Note>
  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](mailto:support@getathelas.com)** to get it set up for your site.
</Note>

### FAQ

<Accordion title="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**.
</Accordion>

<Accordion title="Why is the Fax Automation toggle disabled?">
  Your site needs a valid fax number configured for template-response faxing. Contact **[support@getathelas.com](mailto:support@getathelas.com)** to enable it.
</Accordion>