Walk through a document handoff
Open each step to explore a demonstration scenario.
01Receive
Find the incoming document
Open the incoming fax workspace and identify the document to review. Use a fictional sample for the demonstration.
02Review
Check the next step
Review the document and decide which staff member needs it. Discuss the access permissions appropriate for your team.
03Send
Follow the outgoing fax
Send a sample through the configured service and review its available status and history. Include an unsuccessful-send scenario in your evaluation.
Illustrative workflow, not a product screenshot. Review the actual interface and your configuration in a live demo.
Organize incoming and outgoing fax work
Review incoming documents and handle outgoing faxes in the fax workspace. During a demonstration, ask to follow one document from receipt through review, then examine the outgoing workflow and its available status information. Permissions and provider configuration determine the services available to each user.
- Incoming fax documents
- Outgoing document workflows
- Fax activity and history
Evaluate the complete document handoff
Map who receives documents, who reviews them and which team needs the result. Include exception cases such as an unreadable document, the wrong recipient or a send that needs follow-up. Reviewing these situations helps define responsibilities before the system is introduced to the team.
Discuss provider and document requirements
Bring a list of your existing fax arrangements, intended users and representative document types. Use sample documents without patient or confidential information. Ask which formats, file sizes, numbers and provider options are supported in the proposed configuration. Number migration and compatibility should be confirmed for your particular setup.
Buy fax separately or include it in your proposal
Fax is one of four separate DME products. A company can discuss fax on its own or combine it with operational software, business calling or customer messaging. Your proposal should specify the selected services, setup, permissions and support arrangements. Contact the team for pricing based on that scope.
Questions about this product
Can we buy Fax without VoIP?
Yes. Fax and VoIP Telephony are separate products.
Should I attach a real patient document to a demo request?
No. The website form is for business enquiries. Describe the workflow without patient information and arrange suitable sample material with the team.