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Track the Fax

Tracking faxes with a barcode

Stacy Lane avatar
Written by Stacy Lane
Updated over a year ago

Track the Fax adds a QR barcode to sent faxes, automatically identifying the returned copy of the fax upon receipt.

Using Track the Fax in Kno2fy

  1. Navigate to Release.

  2. Select the blue New Release button.

  3. Complete message details and click Send.

  4. When the confirmation modal opens, select Track Fax Responses (barcode).

    1. Note: The QR barcode is placed in the lower-right corner of the attachment.

    2. Note: Track the Fax will only be visible on the message release screen when the destination (to) address is a fax number.

      Confirmation modal.

Using Track the Fax in Kno2 Desktop

  1. Begin a new release in Kno2 Desktop by printing, dragging and dropping, or browsing to an attachment.

  2. Complete message details and click Send.

  3. When the Send Release confirmation modal opens, select Track Fax Responses (barcode).

    1. Note: The QR barcode is placed in the lower-right corner of the attachment.

      Send Release confirmation.

Tracked Conversations

  1. The sent fax is tracked from Notifications ("bell" icon) > Tracked Conversations tab.

  2. The sent fax's status is Pending.

  3. When the recipient replies, the fax's status updates to ResponseReceived.

    1. Note: Times listed in Universal Coordinated Time (UTC).

Tracked Conversations

Returned/Responded Fax

The received fax is located in My Intake where it can be processed according to your workflow.

  • The QR barcode is read from the first page found in the incoming fax.

  • Patient Details fields are populated with the inbound fax in My Intake.

Patient Details

Adding Track the Fax to Release Types

Releases can automatically check the box to add the barcode. Admins may create or edit Releases from Configure Releases; check the Track Fax Responses box to default Track Fax Responses (barcode) to a checked state for faxes sent using this Release. Note: Track Fax Responses (barcode) can be unchecked by the user if a barcode is not needed for the fax they are sending.

Create Release modal.
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