Ideas & Enhancements

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a document was faxed.


If someone has a workaround, please add a comment with your solution.

  • Guest
  • Mar 31 2022
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  • Guest commented
    6 Apr 05:12pm

    If you have efaxing services you should be able to efax it via email and then save the email.

  • Guest commented
    1 Apr 01:25am

    This may depend more on the method you use for faxes. We use RingCentral for faxes, which is e-mail based--we send faxes via e-mail, and receive confirmations back to the e-mail that sent it. This means faxing from CaseDocs is as simple as using the e-mail function, and then using the Outlook add-in to post the transmission result to Notes.