SRFax Integration: An Overview
Understand and manage SRFax integration in Aeon to streamline fax‑based clinical workflows
In This Article
Description
Requirements
Use
🔹Set‑Up & Configuration
🔹Sending Faxes
🔹Receiving & Managing Faxes
Permissions
Additional Resources
Description
In Aeon, integrating your SRFax account ensures incoming faxes are delivered directly to your Inbox. From there, staff can categorize each fax, link it to the correct patient record, and assign it to a practitioner for review, just like any other File. Outgoing faxes can be sent from multiple areas of Aeon, allowing you to manage referrals, prescriptions and external communications within your existing workflow. This integration streamlines document exchange with pharmacies, labs and other providers while supporting HIPAA/PHIPA‑aligned practices.
Headquartered in BC and founded in 2004, SRFax is a healthcare‑focused Internet fax service that emphasizes security and encryption for regulated environments. To learn more about SRFax and their healthcare plans, visit their website.
☎️ Using a fax provider other than SRFax? Contact Aeon Support to discuss your options.
Requirements
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Active SRFax Healthcare plan: You must have an active SRFax account with a dedicated fax number before connecting it to Aeon.
- You can either purchase a new number through SRFax or you can port a number from another provider, but be aware that there is a delay (and a small cost) for this process.
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Business Associate Agreement (BAA): SRFax operates outside of Aeon’s Business Associate Agreement. Healthcare organizations should request a separate BAA from SRFax to ensure HIPAA compliance. SRFax offers a BAA as part of its healthcare plans.
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SRFax account credentials: You will need your SRFax Account Number, Fax Number (entered without spaces or dashes), Account Email and Password. These details are located in your SRFax Dashboard.
Use
Below, we will cover SRFax features and how to use them.
Set‑Up & Configuration
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Complete these steps to set up your SRFax Integration
After configuration, all incoming faxes will route directly to your Aeon Inbox and can be managed alongside other files and documents.
Sending Faxes
Various areas of Aeon support faxing out Files:
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Prescriptions: In the process of creating a Prescription, you can fax it out to a Pharmacy
- Consults: Consults created at https://app.aeon.health/referrals can be faxed out to the appropriate facility/clinic
Receiving & Managing Faxes
Once SRFax is integrated, all incoming faxes will automatically appear in your Aeon Inbox. To learn about the Inbox and incoming faxes, click here.
Permissions
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Practitioners : Can send and view faxes and configure the integration.
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Staff: Can send and view faxes and configure the integration.
Additional Resources
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SRFax Security Overview: In‑depth explanation of SRFax’s security model and data retention practices.
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Aeon Inbox Overview: Learn how the Inbox works and how to manage files and tasks.