Before you can configure the SRFax Integration in your TELUS CHR account, you must sign up to an SRFax Account. See Signing up to SRFax and next steps.

To configure the SRFax integration, you must be the account owner. In most cases this is someone from the TELUS CHR team.

Steps (to configure the SRFax integration):

  1. From the main menu, click Settings > Faxes.

  2. Click +Add SRFax Integration.

    A new window will open.

  3. Add the following information:

    • User Number

    • SRFax Password

    • Fax Number

    • Email address (associated with the SRFax Account)

  4. Click CLICK TO SELECT A PRACTITIONER and select a provider whose inbox should be used to receive all incoming faxes.

    💡 Tip: You can set up a specific account user (see Inviting a New User) called "Incoming Faxes" and associate all incoming faxes to that specific users' inbox.

  5. Click Save.

The specific CHR account is now integrated with SRFax. Keep a close eye on your 'incoming faxes' inbox to ensure that you are receiving faxes.

Updated April 2021

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