VieCure Faxing

This quick guide covers faxing workflows in VieCure — outbound and inbound faxes. It explains faxing a Note after approval, faxing Documents in bulk from the Documents tab, and confirming delivery status in Fax History (Telephony Error, Phone Not Operational). It also covers viewing, filing, archiving, and unarchiving inbound faxes, including filing to a patient chart by Document Type, Document Name, and Date of Service, plus configuring fax senders (Interfax Logins) and sender display names (CSID Sender Maps).

 Faxing Notes & Documents (After Approval)

• Approve the Note → Fax window opens automatically.[MK1] 
• Review or update Subject Line (auto-filled).
• Select Recipient:
  • Suggested Recipients
  • Search Recipients
  • Add One-Time Recipient
• Select Preview (optional).
• Select Send to Fax.

 Faxing Documents (From the Documents Tab)

When to use: Note wasn't faxed at approval, sending an already-approved Note, or faxing an acknowledged Document.

• Go to the Documents tab and check the box next to one or more documents.
• Select Fax (above the patient tile, alongside Print, Secure Email, Upload, Superbill).
• Enter Subject Line (required).
• Select Recipient.
• Select Preview (optional).
• Select Send.

Tip: Documents pending acknowledgement cannot be faxed. Hover over any icon in the list to see its label.

 Confirming Fax Delivery

• Navigate to Fax History tab and locate the fax by patient or document.
• Review Status:
  • Sending → In progress
  • Ok → Successfully delivered
  • Telephony Error → Not a valid fax number
  • Phone Not Operational → Invalid number

 Viewing an Inbound Fax

• Select Inbound Faxes from the left navigation — the New tab opens by default.
• Select a fax, or filter/sort by Date Received, Sender Number, Sender Name, Group, or Pages.
• The Fax Document Window will open.

Tip: Sender Number is the facility's inbound number the fax was sent to, not the originating number. Sender Name and Group are set under Configuring Fax Senders below.

 Filing an Inbound Fax to a Patient Chart

• Choose All pages, or Page range and enter the page(s) to file (e.g., 1-5,7,10-12).
• Search for the patient (Name, Date of Birth, or MRN) and select the correct patient.
• Complete the required fields: Document Type, Document Name, and Date of Service.
• Provider to Review (optional).
• Select File to Patient Chart.

Tip: Once patient, Document Type, and Document Name are entered, the fax then moves to the patient's chart.

 Archiving & Unarchiving an Inbound Fax

• From the Fax Window, identify the desired page(s) and select Archive.

Archiving removes the fax from the New tab but doesn't file it — pages stay flagged as unfiled until filed or unarchived.

• To reverse: go to the Archived tab, select the fax, then Unarchive All (or a page range).

Tip: Select View full fax history for the complete record.

 Configuring Fax Senders (System Config > Fax Configuration)

Two sub-screens toggle at the top: Interfax Logins and CSID Sender Maps.

Interfax Logins — one inbound number per facility:

• Select + Add Login; enter Facility, Tenant, Display Name, Fax Number, Username, Password; Save.

Number must already exist in Interfax before adding it here. Each login supports one number; each facility should have its own. Display Name here is the Group column on Inbound Faxes.

CSID Sender Maps — friendly sender names for inbound faxes:

• Select + Add CSID Map; enter CSID (sender fax number), Sender Name, Organization; leave Active checked; Save.

Tip: When Active, inbound faxes from that CSID show the Sender Name instead of the raw number. Access is gated by the Faxing Configuration permission.