Connect your SRFax account to Juvonno to securely send and receive electronic faxes directly within the system. Once connected, you can manage incoming and outgoing fax communications from multiple patient areas using the centralized fax log, helping your clinic streamline document management and patient communication workflows.
Juvonno does not charge any fees for using the SRFax integration. All fax service billing and account management are handled directly through your SRFax account.
When to Use This
Use this setup if your clinic wants to:
- Send and receive secure electronic faxes directly within Juvonno
- Replace traditional fax machines or external fax software
- Fax patient documents, prescriptions, chart notes, or letters from patient profiles
- Centralize incoming and outgoing fax communications in one Fax Log
- Assign incoming faxes directly to patient profiles for easier document management
- Improve clinic workflows by managing fax communications within the EMR
- Track fax activity, delivery statuses, and unread incoming faxes in one location
What You Need
Make sure you have:
- An active SRFax account
- Your SR Fax login credentials
-
Matched your SRFax email to your clinic's email
Permissions
-
User Type with access to General System Settings
Enabling the SRFax Module
- Navigate to Settings
- Under System & Company Settings, select General
- Click Modules
- Navigate to Integrations
- Set SRFax to Enabled
Adding SRFax Credentials
- Go to Settings
- Under System & Company Settings, select Clinics
- Open your clinic
- Enter your SRFax credentials
-
Click Save
Locations Where You Can Send Faxes From
After setup, faxes can be sent from:
- Patient's Profile > Documents
- Patient's Profile > Charts tab > Export PDF
- Patient's Profile > Prescriptions
-
Patient's Profile > Letters
Viewing Incoming and Outgoing Faxes
- Go to Communications
- Choose Fax Log to manage fax activity.
From the Fax Log, you can:
- Filter searches
- Filter by Sent to view successfully transmitted faxes
- Filter by Received to view incoming faxes (filter further by read/unread)
- Assign received faxes to one or more patient profiles
| Tip: Once a fax is assigned to a patient, it will appear in the patient's Documents tab. A checkmark in the Assigned column confirms it has been sorted. |
Avoid These Common Issues
- Enter fax numbers using one of these formats only: xxx-xxx-xxxxx or (xxx) xxx-xxxx. Avoid extra characters.
- Sent faxes will display an In Queue status until confirmation is received (typically within a few minutes).
- New incoming faxes are marked Unread. Opening the fax updates the status to Read, but you can manually change it back if needed.
- Reading a fax directly in your SRFax account will not sync that read status to Juvonno.
Troubleshooting
Unable to connect SRFax account
If the SRFax integration setup fails, verify the following:
- Your SRFax username and password are entered correctly
- The email address associated with your SRFax account matches the clinic email entered in Juvonno
- Your SRFax account is active and in good standing
- The SRFax module has been enabled under Settings > General > Modules > Integrations
Fax not showing in patient profile
- Incoming faxes must be assigned to a patient profile before they appear in the patient’s Documents tab. A checkmark in the Assigned column confirms the fax has been successfully sorted.
Read status is not updating
- Opening a fax within Juvonno will automatically update its status from Unread to Read. However, viewing the fax directly through your SRFax account will not sync the read status back to Juvonno.
Result
After the integration is complete, send a test fax to confirm successful delivery. Monitor the Fax Log regularly to ensure incoming documents are reviewed and assigned to the correct patient profiles.
External Resources