Configuring Your Fax Number

First you need to associate which users will be allowed to send eFaxes: 

1. Click on the Settings gear icon at the top right corner of your Adit platform.
   

2. Select Number List from the menu.
   

3. Locate your Fax number.
   

4. Click the Edit icon for the Fax number.
   

5. In the "Send incoming faxes to" field, enter the email address where you would like to RECEIVE faxes.
   

6. In the "Outgoing faxes will go from which email?" field, enter the email address you would like to add to the approved sender list. These emails will be able to SEND faxes. 

7. Click the Save button. Now this email can send an eFax.

Set Up and Verify Your Outgoing Email

1. Navigate to Settings.

2. In the Locations section, select your location.
   

3. Go to the communications Page
   

4. Type the email address you want to use in the Sender Address field.

5. Click the Send Verification Email button.

6. You will receive a verification email at the address you entered.  Click the link in that email to verify the email address.

Sending a Fax

Last, to send an eFax. There are two ways to do this: 

1. Using the Quick Text Feature

1. Navigate to the Quick Text button at the top 

2. A pop up will appear
   

3. Click on the Send Fax icon in the pop up

4.  Select the Location

5. Type in the number of the recipient  

6. If you would like to include a cover sheet, you can toggle the button ON  and then type in the subject line and message.
   

7. Upload the document(s) you would like to send. Please only use PDF files.

8. Click on Send

2. Sending a fax using your email provider.
   
   

   This method is discontinued and is only available for clients currently grandfathered into our previous system

1. Open your email program and compose a new email.

2. In the To section, you’ll enter the recipient’s fax number as part of an email address that looks like this:  

• 1[10-digit-fax-number]@fax.adit.com (with no brackets). 

• For example, if the recipient’s fax number is 123-555-6789, the “to” email would be 11235556789@fax.adit.com.

3. Use the body of the email to write a cover letter for the fax, if needed. Otherwise, you can leave it blank. HIPPA compliant faxes always have a cover page to protect patient information.

4. Attach a single .pdf file that you would like to fax. Please only use .pdf files. 

5. Send your email.

Viewing Your Faxes

There are 2 ways to view your faxes. 

1. In the Call Pop

1. Click on the Call Pop

2. Click on the Faxes tab

2. In the Call Tracking module:

1. Click on the Call Tracking module
   

2. Hover your mouse over the activity tab on the top menu

3. Click on Faxes
   

4. Here you can view your faxes in tabular format. Be sure to update the date range according to your preferences.
   

Adding a Fax Number

1. Port-in your existing Fax Number. To do this, 
   

2. Click on the Settings gear icon at the top right corner of your Adit platform.

3. Select Number List from the menu.

4. Click the “Port-In” button 

5. Select the location and click Continue

6. Fill out the form and click submit. Our team will follow up with you on further instructions and updates on the status of your port. This can typically take 1 to 2 weeks depending on your existing Fax provider. 

2. Add a new Fax Number

1. Click on the Settings gear icon at the top right corner of your Adit platform.

2. Select Number List from the menu.

3. Click the “Order New” button 

4. Select the location

5. Choose a Country

6. Select “Find Fax Numbers”

7. Search available Fax Numbers by searching an area code. Please note, some number availability may be limited based on your area. If there is no availability for your desired area code, we recommend trying other area codes within the same vicinity. 

8. Click Place Order. 

9. Once your fax number is ordered, please send an email to support@adit.com with the subject line: "New Fax Number Purchased" and with the body content, "I have bought a new fax number, [insert fax number], please enable this number for my account."

10. We will generally get this resolved for you within 24 hours. Once this is complete, you can proceed to the next step.