What to have ready
- Your fax source. One of:
- your EHR’s fax inbox, through the EHR connection you already have in HealOS, or
- your fax service login (for example Weave) plus a channel for its sign-in code: a phone number or a mailbox HealOS can read.
- Routing rules. For each kind of document (referrals, lab results, prescriptions, records requests, prior-auth and insurance documents, billing notices, other), who should get it and where in the chart it belongs.
- A decision on auto-filing. Should HealOS file a matched fax into the patient’s chart on its own, or should every fax wait in the inbox for staff?
Steps
1
Connect the fax source
Open AI Fax & Referrals → Fax Inbox → Integration and connect your EHR fax or your fax service. HealOS tests the login while you connect.
2
Turn on sync
Turn on sync. Faxes received from that moment on come into the Fax Inbox. Older faxes are not pulled.
3
Set routing
Open Fax Inbox → Workflows and set where each kind of document goes.
4
Choose auto-filing
Leave File into the patient’s chart off until you have checked a few faxes. With it off, faxes wait in the inbox for staff.
How to test
- Send a test fax with no real patient information to your fax number.
- Wait for it in the Fax Inbox (a few minutes for synced sources).
- Check the document type, the patient match and the routing it got.
- If auto-filing is on, check that it reached the right chart.
What blocks go-live
- The fax service login fails, or its sign-in code has nowhere to go.
- Routing rules are not decided.