Welcome to TakeFax
Start here. Sixty seconds from sign-up to your first triaged fax.
TakeFax reads every inbound fax your clinic receives, classifies it (referral, prior auth, records request, lab, refill, intake, billing, insurance), pulls out patient and sender, and queues it for your front desk.
This documentation covers the things you'll do most often:
- Forward your fax line so faxes start flowing in
- BAA and compliance before live PHI hits your workspace
- More guides arriving as we ship them
Five-minute setup
- Sign up at takefax.com — you get a workspace at
your-clinic.takefax.comwith a free DID assigned. - Forward your existing fax number to the DID we gave you (your eFax provider has a "forward to" setting; takes one phone call).
- Send a test fax. Within seconds you'll see it land in the inbox with the classification + extracted patient / sender on it.
That's the loop. Everything else is iteration on top.
Need help?
Email hello@takefax.com and we'll get back to you in one business
day, usually faster.