Fax Summary Page – Detailed User Guide

The Fax Summary Page provides a comprehensive, split-screen interface for reviewing, managing, and taking action on fax documents. This view opens whenever you select a fax from the Inbox, Sent, or Resolved lists.

1. Layout Overview

The page is divided into three primary panels:

• Left Panel: Fax Logs

• Center Panel: Fax Document Preview

• Right Panel: AI Summary & Metadata

Additionally, an Action Bar is displayed at the top, and Staff Notes & Fax Timeline appear at the below fax preview.

2. Left Panel: Fax Logs

This panel displays a scrollable list of fax entries. The entries shown depend on the tab from which you opened the summary (Inbox, Sent, or Resolved).

Each log entry includes:

• Timestamp

• Sender Name/ID

• Primary Reason (if available)

Clicking any log entry loads its full details in the center and right panels, allowing you to switch between different faxes without returning to the main tab.

Contact Management within Fax Logs

• Sender Number / Receiver Number is shown with a “+” icon.

• Click “+” to save the contact. You can name the contact; once saved, it will appear in future log entries.

• An Edit icon allows you to update saved contact details.

3. Center Panel: Fax Document Preview

This section displays a high-resolution preview of the fax.

Key Features

• Zoom Controls: Increase or decrease document size.

• Download Fax: Download the fax document to your device.

• Page Navigation: Scroll through multiple pages seamlessly.

4. Right Panel: AI Summary & Metadata

This panel displays AI-generated content and structured information extracted from the fax.

Sections Included

1. Summary

   • A concise overview of the fax content.

2. Patient Info

   • Includes name, age, gender, address, and other extracted demographic details.

3. Sender Details

   • Information on the provider or organization who sent the fax.

4. Additional Data

   • Any other structured fields the system identifies.

Each section can be expanded or collapsed, and includes a Copy icon for quick text copying.

5. Action Bar (Top Section)

Available options depend on the user’s permissions.

Common Actions

• More Info: Displays additional metadata.

• Block: Block the sender.

• Mark as Unread: Update the read status.

• I’m Working On It: Indicates the current active user to avoid duplicate efforts among teams.

• Mark as Resolved: Marks the fax task as completed.

• Thumbs Up / Thumbs Down: Provide feedback on AI summary accuracy.

• Fax Status: Shows the fax delivery state (e.g., Received, Delivered).

• Task Status Dropdown: Update workflow status (Open, In-Progress, Resolved).

• Assign To: Assign the fax to a specific user.

Communication Actions

• Reply Button: Send a fax reply directly to the sender.

• Forward Fax: Forward the fax to another number or saved contact.

• Resend Fax: Appears only when a sent fax fails—allows retrying delivery.

6. Staff Notes (Below fax preview)

This area allows users to add internal notes related to the fax.

Features

• Add detailed internal notes for team reference.

• Click Save Note to store the entry.

• Notes persist for future viewing and auditing.

7. Fax Timeline (Below Notes)

Provides a chronological record of actions taken on the fax, including:

• When the fax was sent, forwarded, or resent

• to whom the fax is forwarded

• Status updates