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Easily send, receive, organize, and track faxes directly in Air, with built-in task management for seamless follow-up.

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Navigate the Fax Page

  • From the left navigation bar, click Utilities → Faxing.
  • The Faxing page has three main sections:
    • Outbound – view and manage faxes you’ve sent.
    • Inbound – view received faxes (with filters for All, Unprocessed, and Processed).
    • Tasks – attach follow-ups and track progress directly from any fax.
    Fax Nav Pn

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Sending an Outbound Fax

  • Click Send Document in the top-right corner.
  • Fill out the Send Fax side panel:
    • Recipient Fax Number – enter the number you’re faxing to.
    • Subject – title of the fax.
    • Send From – choose a fax line from your organization’s dropdown.
    • Facility / Provider [Optional] – assign context.
    • Choose Files – upload one or more PDFs.
  • Click Send Document.
  • The fax will now appear in your Outbound list. You can track the status of the fax.
Send Fax Pn

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Managing Inbound Faxes

  • Inbound → All: shows every received fax.
  • Inbound → Unprocessed: faxes not yet linked to a patient or provider.
  • Inbound → Processed: faxes that have been categorized and assigned.
To process an unorganized fax:
  • Click Update Fax Info.
  • Add or edit details: Subject, Document Type.
  • Link a Facility, Provider, and existing Patient.
  • Click Save Edits to move it to the Processed view.

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FAQs

If a fax was auto-linked to a patient, it cannot be deleted from the patient’s Attachments page. Instead, unlink it from the Faxing page:
  • Go to Utilities → Faxing → Inbound → Processed.
  • Find the fax, edit it, and either reassign it to the correct patient or delete it there.
Only an admin account can update fax lines - check here.