Getting started with Cloud Fax

Moraph resells, implements and runs eFax Corporate to replace fax machines and on-premises fax servers with cloud fax. eFax Corporate receives and sends faxes on your existing numbers, and Moraph builds the routing that delivers each inbound document to the right department queue or EMR inbox, where your staff confirm the patient and document type before it is filed. Moraph's service team watches delivery every day, maintains routing as departments change, and keeps the records your privacy officer needs.

What it is for

Referrals, orders, prior authorization responses, lab results and records requests still arrive by fax in most health systems, because many senders cannot send any other way. Fax machines print pages that sit in trays, fax servers age without an owner, and documents are scanned and indexed by hand before a clinician sees them. Pages go to the wrong department, numbers are misdialed, and nobody can say quickly whether a fax was received or where it went.

• Paper faxes sit in trays where anyone passing can read them
• Documents are scanned and indexed by hand before reaching the chart
• Faxes are misrouted between departments with no record of where they went
• Aging fax servers and phone lines have no clear owner

Who uses it

• Health information management and document intake teams
• Referral, scheduling and prior authorization staff who work faxed documents daily
• Hospital and clinic IT teams retiring fax machines and on-premises fax servers
• Privacy officers concerned about PHI on printed and misrouted faxes
• Ambulatory groups and post-acute providers that exchange records by fax

Before you start

• Your organization uses Cloud Fax as a managed platform from Moraph, under an agreement that covers it.
• Licences for eFax Corporate, bought through Moraph or under your own agreement with the vendor.
• A Moraph account in your organization for each person who works with Moraph on the service.
• Named technical and security contacts, recorded in the Moraph Portal.

Steps to get started

1. Agree the scope of the managed service for Cloud Fax with Moraph, including which environments and teams it covers.

2. Name your administrators, technical contact and security contact in the Moraph Portal under People and access.

3. Review the configuration baseline Moraph proposes for your regulations, and record any changes you need.

4. Confirm how users will sign in, through your identity provider where the platform supports it.

5. Agree the pilot group and the cut-over plan with your Moraph delivery lead.

Where to go next

• Onboard Cloud Fax
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com