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Add Faxed Document

Kareo has recently implemented a new kFax service. This new service will allow the billing and medical office staff to fax paperwork from any standard fax machine to the kFax number assigned to the medical practice. These faxes will be received by Kareo's fax servers, converted into scanned documents, and then automatically loaded into the inbox of the document management system associated with the corresponding medical practice.

Once a faxed document has been received and loaded to the system, a user can retrieve the document using the Documents task.

To locate a document that has been faxed to a practice via the kFax service, do the following:

1.  On the Documents menu, click Find Documents. This opens the Find Document task (or browser).

2.  On the upper left of the task, click the Filter by Status button, and then click New. Once you locate the document, double-click on the document to open it.

3.  Select the label for the document, enter a document name, and then process the document as you would any scanned document. (For more information on processing documents, see Process Document.)

Note: Once a practice has been assigned a kFax number by the applications administrator, the kFax number will be displayed under the "To Do" list of the practice's home dashboard. Also note that kFax service is only available to customers with an Enterprise Edition or Team Edition subscription.

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