How to Send a Fax

Steps to Send a Fax

  1. Navigate to the Fax screen

    In the left navigation menu, go to your Inbox, then click the Fax icon. Click the New button at the top of the screen.

  2. Fill in the fax details

    Complete the following fields in the form:

    1. To (required): Enter the destination fax number. This field is mandatory.

    2. Patient (optional): Link the fax to a patient if needed. This allows you to save the fax to their chart.

      Save to files: If a patient is selected, toggle it on to save a copy of the fax in their Files section. When this is enabled, a Title field will appear—this is the name the PDF will have when saved to the patient’s files.

  1. Attach documents
    1. Title: Give your fax a clear title.
    2. Add cover page: Toggle this on to include a short message and signature as a cover page.
    3. Click Select files to upload PDFs from your Desktop.
      • You can upload up to 10 files
      • Maximum individual file size is 50MB
      • Only PDF format is supported
      • Up to 100 pages total per fax

  1. Send your fax

    Once all required fields are complete, click Send.

    If you want to delete the draft, click Discard.