Let's check out how to configure Fax Numbers.
- Navigate to Configuration > Fax > Fax Numbers.
- Once accessed, you’ll see a list of all active fax numbers along with the assigned agents, locations, and configure action.
3. Click Configure next to the desired fax number.
4. Use the dropdown next to Location to select one or more locations for the fax number. Select the Enable All checkbox to make the fax number available across all locations.
5. To add agents, select one or more agents from the dropdown and click Add Agent to associate them with the fax number.
6. Enable Use Fax through Email to send faxes to the designated agents’ email inboxes for easier access and tracking.
7. Search and select agents from the dropdown, then click Add Agent to enable fax delivery via email.
8. Enter one or more email addresses of External Recipients (e.g., partner clinics, insurance offices). Click Add Recipient. These recipients can receive or send copies of faxes for recordkeeping or collaboration purposes.
9. Click Update.
| Tip: You can also remove locations, agents and email recipients using Fax Numbers in Configuration. |
To learn more about Fax, check out: All About Fax Management: Numbers, Cover Pages, and Activity.
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