Learn how to connect your SRFax account to Juvonno so that you can securely send and receive electronic faxes from right in your system. Faxes will be centralized in the Fax Log where you'll able to manage incoming and outgoing fax communications.
When to Use This
Use this guide when:
- Setting up SRFax for the first time
- Viewing centralized incoming and outgoing fax communications
- Sending and receiving faxes directly within Juvonno
- Faxing patient documents, prescriptions, chart notes, or letters from patient profiles
- Assigning incoming faxes directly to patient profiles for easier document management
- Flagging faxes for staff members to review
What You Need
Make sure you have:
- An active SRFax account
- Your SR Fax login credentials
- Matched your SRFax email address to your clinic's email address
Juvonno does not charge any fees for using the SRFax integration. Fax service billing and account management are handled through your SRFax account.
Permissions
-
User Type with access to General System Settings
Setting Up SRFax in Juvonno
Step 1: Enable the SRFax Module
- Navigate to Settings
- Under System & Company Settings, select General
- Click Modules
- Navigate to Integrations
- Set SRFax to Enabled
Step 2: Add Your SRFax Credentials
- Go to Settings
- Under System & Company Settings, select Clinics
- Open your clinic
- Enter your SRFax credentials
-
Click Save
Sending Faxes
After setup, you can send faxes from the Patient Profile from the following areas:
- Documents
- Charts > Export PDF
- Prescriptions
- Letters
Patient Profile - Documents
- Open the Patient Profile
- Select Documents
- Find the document you would like to fax
- Select Fax Document
-
The Send a Fax window will open
- Enter the details that will appear on the cover letter
- To (attn): Enter the name of the recipient
- Clinic From: Select the clinic the fax is from. The Clinic Name and Fax Number will show.
- From: Select the sender
- Fax Number: Enter the recipient's fax number
- Claim#: Enter the claim # (if applicable)
- Re: Enter a short subject
-
Checkbox options:
- Urgent
- Please Comment
- Please Reply
- Please Recycle
-
CC: Enter the name(s) of any other recipients you are sending the fax to
- Note: you'll still need to send a separate fax to these recipients; this just alerts the recipient that the fax has been sent to others)
-
Notes: Enter any important information you want to share internally.
- Note: Notes do not appear on the cover sheet and will not be visible to the recipient
- Click Send Fax
Sending Multi-Page Faxes
You can select multiple documents to send in a single fax fom the Documents section in the Patient Profile.
To send a fax with all multiple documents from Patient Profile > Documents:
- Click Select All for Fax or select them individually by checking off the box
- The fax toolbar will open
- Click Fax
-
The Send a Fax window will open with each of the selected documents
- Enter the details that will appear on the cover letter
- Click Send Fax
| 💡Tip: You can remove documents before sending the fax by clicking the 'x' next to the file name |
Reviewing and Managing Faxes
You can review both incoming and outgoing faxes in your Fax Log.
- Go to Communications
-
Choose Fax Log to review and manage fax activity
From the Fax Log, you can:
- Filter searches by recipient (To), Clinic, Status and date range
- Filter by Sent to view successfully transmitted faxes
- Filter by Received to view incoming faxes (filter further by read/unread)
- View fax details
- Assign to a staff member for their review (Assign Todo)
- Get Status
- Assign to Patients
- Mark as Unread
-
Delete Fax
| 💡Tips: Faxes that are Assigned to Patients will appear in the Patient Profile in the Documents tab. A checkmark in the Assigned column tells you that the fax has been assigned to a Patient Profile. |
Assign a Fax to a Staff Member to Review
- Go to Communication
- Select Fax Log
- Find the fax you want the team member to review
-
Click the menu icon
- Select Assign Todo
- Enter the Patient the fax is regarding (if applicable)
- Go to Assigned To and select the relevant team team
- Check of Send Notification if you want them to receive a notification of the Todo
-
Click Save
Result
SRFax is now integrated with your system and you can review and manage fax activity without leaving Juvonno.
Things to Know
- You need to enter fax numbers using one of these formats only:
- xxx-xxx-xxxxx
- (xxx) xxx-xxxx
- 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 by using Mark as Unread
- Reading a fax directly in your SRFax account does not sync that status in Juvonno; it will remain as Unread in 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.
External Resources