Fax Setup Guide

Provision the fax line, send a test document, and verify delivery.

Integrated fax is included in the plan. The Fax Center sends and receives clinical documents, records delivery status, and keeps failed sends visible for review. Staff confirm recipients and contents before transmission.

Get fax setup supportSee Fax Center in the product

What is included and who provides what

Integrated fax and setup support are included. Your clinic supplies verified recipient and document information; the Intelligent Clinic OS team provisions a new FaxAge number or coordinates a port request.

Included: inbound and outbound fax activity, delivery status, and failed-send visibility

Your clinic provides: existing number details, verified recipients, and test documents

We configure: a new fax number or number-port request

Go-live path: provision → verify directory → send test → confirm delivery → review inbound

1. Request a fax number

Open Settings → Service Setup → Fax. Request a new FaxAge number or begin porting an existing fax number. The request status shows when support needs information and when provisioning is complete.

Get a new fax number

Port an existing fax number

Track setup request status

Choose a preferred go-live date

2. Prepare the recipient directory

Confirm referring physicians and their fax numbers before using the line with PHI. The sender is responsible for choosing the correct recipient, patient, and document.

Verify the destination number

Choose the correct patient

Review the attached note or PDF

Confirm cover-sheet details

3. Send and verify a test fax

Open Fax Center, send a low-risk test document, then verify that the activity row reaches the expected sent or delivered state. Failed sends remain visible so staff can correct the destination or resend.

Outgoing activity is logged

Delivery status is visible

Failed sends remain actionable

Inbound items show linked or unlinked patient state

4. Review inbound documents

Inbound faxes appear in Fax Center with sender, pages, status, and any existing patient link. If an item is unlinked, staff should verify the patient outside the current inbox workflow before placing the document in a chart.

Safety boundary

Faxing can transmit PHI. Confirm patient identity, destination number, document contents, authorization requirements, and BAA status before sending real clinical information.
Get fax setup supportSee Fax Center in the product