SRFax Integration

Connect your PracticeQ account with SRFax so you can easily fax PracticeQ documents and import incoming faxes to client profiles.

SRFax is an online fax provider that allows you to send and receive faxes from your own fax number. View their plans here: https://www.srfax.com/fax-plans/standard-plans/

Connect PracticeQ to SRFax

In order to connect PracticeQ to SRFax, you first need to sign up for an SRFax trial account. Once your SRFax account is set up, follow the steps below:

1. Log in to your PracticeQ account.
2. Click More → Settings → Integrations.
3. Click the SRFax logo.
4. You will be asked to enter the following SRFax account details:
   1. SRFax Account Number: This number can be found at the top left part of your SRFax page, right under their logo.
   2. SRFax Fax Number: This is the fax number you obtained from SRFax. It can be found under Account → Summary.
   3. SRFax Email: This is the email you use to log in to your SRFax account.
   4. SRFax Password: This is the password you use to log in to your SRFax account.
5. Click Connect to SRFax.

Once the connection has been authorized, you you will be able to fax any PracticeQ document (form/notes/attachments) via SRFax. You will also gain access to a new page under Lists → Faxes (make sure to refresh the page in case you do not see it right away).

Fax a Document

To fax a document from PracticeQ, open the form (or treatment note) and find the Fax button option. Clicking this button to open the screen below:

• For questionnaires, open the form, and in the options located at the top right of the form, click the three dots icon → More → Send Fax.
• For consent forms, open the form, and at the top right click Fax this form.
• For notes, select to the Clients tab, type the name of the client, select the note you want to fax from the left side of the screen, then click More → Fax on the top right.

Fax Attachments

PracticeQ also allows you to fax PDF or image files that have been attached to a form or a note. In order to fax an attached file, open the form or note which the file has been attached to, and click the fax icon.

This will open a preview of the file and allow you to fax it just like any regular PracticeQ document. 

Note: In treatment notes, the note will need to be locked for the fax icon to show up.

View Incoming Faxes

With SRFax, you will have your unique fax number, enabling you to receive faxes as well. While your incoming faxes can be seen in your SRFax account, PracticeQ allows you to view your fax inbox and attach faxes to client profiles.

To view your fax inbox, click Lists → Faxes.

As you can see in the image above, PracticeQ shows a list of the faxes you have recently received. Clicking the Assign button to add the fax to a client profile (see image below).

The fax will be added as a PDF attachment to a note. You can choose to create a new note just for the fax, or you can add the fax to an existing note.

Track Faxed Documents

To see the faxes that have been sent, click Lists → Faxes and select the Sent tab. Here you will be able to see faxes along with their status, the name of the faxed document and the client associated with it.

HIPAA Considerations

SRFax does not fall into our Business Associate Agreement, so to comply with HIPAA, you should obtain a separate BAA from SRFax. As of this writing, SRFax offers a BAA under their Healthcare Plans: https://www.srfax.com/healthcare-plan-category/intakeq-online-fax-plans/