Fax Features and Filters for Management Efficiency

1. Set Up Your Fax Numbers

   • Navigate to My eFax in the top right corner.

   • To make a number easier to identify, click the three dots icon next to it, select Edit, and give it a Friendly Name (e.g., the name of your facility).

   • From the edit screen, you can also link the fax number to a specific facility. Note: You must be an admin with access to a facility to link it.

2. Organize Received Faxes

   • Go to the Received tab to see all incoming faxes.

   • To link a fax, click the three dots icon next to it, select Link, and search for the resident, staff member, or facility you want to associate it with.

   • To save a fax, click the three dots icon, select Save to facility documents, choose a folder, and save. This is a manual process.

3. Filter and Customize Your View

   • Use the Filters to narrow down your view by status (e.g., Received, Failed) or a specific Time range. Remember to set the status filter back to All to see your complete fax list again.

   • Click on Preferences to customize the columns you see in the fax list, such as page count or duration.

4. Manage Fax Contacts

   • Click on the Contacts tab to view, edit, or delete contacts, which are shared across all facilities.

   • You can send a fax directly to someone from the contacts list, and the system will automatically create a cover sheet with their information.

5. Compose a New Fax

   • Click the Compose button to start a new fax.

   • Fill in the recipient's information and attach your document to send.

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