> ## Documentation Index
> Fetch the complete documentation index at: https://docs.healos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Fax setup

> What to have ready, the steps, how to test, and what blocks go-live for the Fax Inbox.

HealOS brings incoming faxes into the **Fax Inbox**, reads and types each one with AI, matches the patient, and can file it into the chart.

## 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

1. Send a test fax with no real patient information to your fax number.
2. Wait for it in the Fax Inbox (a few minutes for synced sources).
3. Check the document type, the patient match and the routing it got.
4. 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.

You are live when the first fax is read into the Fax Inbox.


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