Dashboard filters

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Overview

Filters help healthcare teams manage high fax volumes by isolating specific subsets of fax activity—such as failed transmissions, inbound referrals, or faxes from a specific number. Multiple filters can be combined to create precise views without leaving the dashboard.

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Available filters

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Search

Use the search bar to find faxes by:

• To or From fax number
• Document name
• Sender email address
• Label or subject text

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User

Filter by the user who sent or owns the fax.
Helpful for reviewing individual workloads or troubleshooting issues.

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Number

Shows faxes associated with a specific fax number or inbox, such as a department or location-based number.

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Method

Filter by how the fax was sent. Different types of Methods include:

• App
• Email-to-Fax
• FCL-to-Fax
• Developer API
• Broadcast Fax

This is useful when diagnosing delivery issues.

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Label

Filter using custom labels like Lab, Referral, or Billing to quickly group related documents.

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Direction

Narrow results to:

• Inbound faxes
• Outbound faxes

Commonly used to triage incoming patient documents.

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Status

Fax Status help you to track and focus on documents that need action.

• Delivered — The fax was successfully sent and confirmed by the receiving system.
• Confirmed — The recipient explicitly acknowledged receipt of the fax.
• Cancelled — The fax was manually stopped before delivery completed.
• Failed — The fax could not be delivered after all retry attempts.
• Retries — The fax is being resent automatically due to a temporary delivery issue.
• Recipient Failure — Delivery failed due to an issue on the recipient’s fax line or system.
• Partially Cancelled — Some pages were sent before the fax was cancelled.
• Partially Sent — Only a portion of the fax was delivered successfully.
• Blocked — The fax was prevented from sending due to policy, permissions, or compliance rules.
• Incoming Transmission — The fax is currently being received.
• New — The fax has been received but not yet reviewed or assigned.
• Action Required — The fax needs user attention, such as reassignment or retry.

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Time

Limit results by fax creation date and time range, useful for:

• Daily operational reviews
• Audits and compliance checks

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Best practices

• Combine Status + Direction to catch missed inbound faxes
• Use Labels to streamline referrals and lab workflows
• Apply Time filters during audits or incident reviews
• Use Automations to define rules and reduce manual work

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FAQs