Fax Setup and Configuration
Welkin Health uses Notifyre as the fax vendor. Notifyre is a cloud-based fax platform that enables organizations to send and receive faxes directly from the Welkin Care Portal, without dedicated fax hardware. In Welkin, faxes are accessible from the Inbox in the Care Portal.
Prerequisites
Before configuring Fax, make sure your organization's Fax feature is enabled. Contact your Welkin Implementation Manager or CSM to activate Fax for your environment.
Admin Configuration
The Fax connection is configured in the Admin portal → Integrations → Fax. You will need three credentials from Notifyre: an API Token, a Signing Secret, and one or more System Fax Numbers.
API Token
In Notifyre, go to the Developer section in the left-hand menu
Click the API Tokens tab → + New
Enter a name and role; if necessary, specify an expiration date → Save
Copy the API token and paste it into the Admin Portal
Important: The API token will only appear once. After you save it, it will be displayed as asterisks in the list and cannot be copied again.
Signing Secret
In the same Developer section, go to the Webhooks tab → + New
Enter the webhook URL in the following format:
https://{apiUrl}/{tenantName}/{instanceName}/faxes/webhooksFor example:
https://api.live.welkincloud.io/welkonnect/liza/faxes/webhooksSelect the events: Fax sent, Fax received
Click Save — the webhook will appear in the table
In the Signing Secret column, click Reveal, then copy the value and paste it into the Admin Portal
System Fax Numbers
In Notifyre, go to Settings in the left-hand menu → Fax Numbers tab
Click + Add New to create a new number (you can also import an existing number)
Select the country and region → Search → select one of the available numbers
Add the number in the Admin Portal
You can add multiple fax numbers. When sending a fax from the Care Portal, users will be able to choose which number to use as the sender.
Security Policies
New fax-related security policies are available in Designer. Assign them to the appropriate roles as needed:
Read — Viewing faxes
Create — Creating and sending faxes
Update — Editing faxes and assigning faxes to patients
Delete — Deleting faxes
Fax Templates (Designer)
A Fax Templates section has been added to Designer. Templates are optional but allow care team members to select pre-built document templates when composing a fax, without having to upload a file each time.
The setup process is the same as for assessment templates. The file must be a Word document (.docx format). Within the document, you can use variables related to the patient and the user, as well as those created in the Variable Builder.
Sending a Fax (Care Portal)
The Send Fax button is available on both the Incoming and Sent Faxes tabs. Clicking it opens the fax sending form with the following fields:
Sender — the fax number to send from. If multiple numbers have been configured, select the desired one from the drop-down list
Recipient — the destination fax number
Subject — the fax title
Welkin Health uses Notifyre as the fax vendor. Notifyre is a cloud-based fax platform that enables organizations to send and receive faxes directly from the Welkin Care Portal, without dedicated fax hardware. In Welkin, faxes are accessible from the Inbox in the Care Portal.
Prerequisites
Before configuring Fax, make sure your organization's Fax feature is enabled. Contact your Welkin Implementation Manager or CSM to activate Fax for your environment.
Admin Configuration
The Fax connection is configured in the Admin portal → Integrations → Fax. You will need three credentials from Notifyre: an API Token, a Signing Secret, and one or more System Fax Numbers.
API Token
In Notifyre, go to the Developer section in the left-hand menu
Click the API Tokens tab → + New
Enter a name and role; if necessary, specify an expiration date → Save
Copy the API token and paste it into the Admin Portal
Important: The API token will only appear once. After you save it, it will be displayed as asterisks in the list and cannot be copied again.
Signing Secret
In the same Developer section, go to the Webhooks tab → + New
Enter the webhook URL in the following format:
For example:
https://api.live.welkincloud.io/welkonnect/liza/faxes/webhooksSelect the events: Fax sent, Fax received
Click Save — the webhook will appear in the table
In the Signing Secret column, click Reveal, then copy the value and paste it into the Admin Portal
System Fax Numbers
In Notifyre, go to Settings in the left-hand menu → Fax Numbers tab
Click + Add New to create a new number (you can also import an existing number)
Select the country and region → Search → select one of the available numbers
Add the number in the Admin Portal
You can add multiple fax numbers. When sending a fax from the Care Portal, users will be able to choose which number to use as the sender.
Security Policies
New fax-related security policies are available in Designer. Assign them to the appropriate roles as needed:
Read — Viewing faxes
Create — Creating and sending faxes
Update — Editing faxes and assigning faxes to patients
Delete — Deleting faxes
Fax Templates (Designer)
A Fax Templates section has been added to Designer. Templates are optional but allow care team members to select pre-built document templates when composing a fax, without having to upload a file each time.
The setup process is the same as for assessment templates. The file must be a Word document (.docx format). Within the document, you can use variables related to the patient and the user, as well as those created in the Variable Builder.
Sending a Fax (Care Portal)
The Send Fax button is available on both the Incoming and Sent Faxes tabs. Clicking it opens the fax sending form with the following fields:
Sender — the fax number to send from. If multiple numbers have been configured, select the desired one from the drop-down list
Recipient — the destination fax number
Subject — the fax title
Related patient — the patient the fax is associated with
Attachments — files to include. Supported formats: JPG, PNG, PDF, DOC, XLS. Maximum 10 files with a combined size of up to 100 MB
By default, you can attach templates created in Designer or upload a file from your computer. If a patient is linked to the fax, you can also select files from that patient's Document Center.
You can preview each file before sending.
Form actions:
Save — saves the fax as a draft, accessible in Fax Sent → Draft tab
Cancel — discards the fax
Send Fax — sends the fax immediately
Search and Attachments
Faxes can be searched by:
Phone number (
fromNumberortoNumber)Subject
Attachments support the following file formats: jpg, jpeg, png, pdf, docx. Maximum 10 files with a total size of up to 100 MB.
Last updated
Was this helpful?