Sending a fax¶

Goal: Fax a document (a care plan to a physician's office, for example) without a fax machine.

Where: Home → Outbound faxing

1. Click Send a fax.
2. Enter the recipient's number, or search by number or label to pick a saved recipient.
3. To save a new recipient, add a label (and optionally a note). They're saved when you send.
4. Add files. Only PDFs are accepted.
5. (Optional) Add an internal note for your team.
6. Click Send fax.

Recently sent faxes shows what went out and whether it was delivered. If a fax fails, click Retry send.

Tip: Label recipients clearly, for example "Dr. Patel – Riverside Family Medicine", so teammates can find them later.