User Guide: eFax

TABLE OF CONTENTS

• How to send an outbound eFax
• How to view an inbound e-Fax
• You can view inbound e-faxes from the Messages tab > eFax. When you select a conversation from the list, the inbound fax will appear on the left-hand side of the screen.

How to send an outbound eFax

An eFax inbox lets you send outgoing faxes to leads or contacts via Fold. 

1. Ensure the recipient is a lead or contact: To send an eFax from Fold, a person or organization must be created in your Leads/Contacts section of Fold, with an associated fax number
2. Compose a new eFax: Click the Plus Create New button located in the top right corner of the screen, from any page within Fold. From the drop-down menu, choose eFax.
3. Specify the 'From' fax number: Within the Send eFax form, select the fax number from which you’d like to send the fax.
4. Select contact: In the drop-down menu, select the contact you wish to send an eFax to. This drop-down list is populated from any Leads/Contacts in your platform who have a fax number.
5. Select patient: Type in the patient who is associated with this fax
6. Fill in the subject line: Fill in the subject field of the Send eFax form with the subject title within the e-fax subject line.
7. Enter your fax message: Enter a message in the provided message area.
8. Attach documents: Remember to include your eFax document as an attachment. You can add up to 10 attachments or 20 MB.
9. Send the eFax: When your e-fax is ready, press the Send button. The “Send eFax” panel will close out, and you will see a green message in the top center of your screen that says “eFax Sent Successfully.”
10. View sent eFaxes: The outbound e-Fax you send will appear in the Messages tab > eFax on the right-hand side of the screen.

How to view an inbound eFax

1. View inbound eFaxes from the Messages tab > eFax. When you select a conversation from the list, the inbound fax will appear on the left-hand side of the screen.
   
2. To associate the inbound fax with a particular patient, select Add Patient Context, type in the patient name, and select Add. Once you do this, the faxed document will appear in the Patient Profile > Documents > eFax Documents.