Set up faxing with SRFax

Connect your SRFax account so you can fax CMS-1500 forms, invoices and other documents from CaseMgmt.

Last updated October 22, 2026

Who can do this: Admin

Before you start

  • An SRFax account with a fax number (sign up at srfax.com). In SRFax, My Account → Summary shows your account number and fax number.

Steps

  1. Go to Administration > Settings and find Fax Configuration (SRFax).Step 1: Go to Administration > Settings and find Fax Configuration (SRFax).
  2. Enter your SRFax Account Number, Account Email and Account Password.
  3. Enter your SRFax Phone Number: digits only, no dashes.
  4. Click Save Fax Settings. You'll see “SRFax settings saved!”
  5. Type a fax number you can check into the test box (with or without the leading 1) and click Send Test Fax.
  6. When you see “Test fax queued successfully!”, check your SRFax dashboard in a few minutes to confirm it was delivered.

Tips

  • A 10-digit test number gets the US country code 1 added for you.

If something goes wrong

Send Test Fax is grayed out.
Save your Account Number first with Save Fax Settings.
“Enter a fax number to test”
Type the number to send the test to in the box next to Send Test Fax.
“Fax failed: Invalid fax number. Must be at least 10 digits.”
Enter the full number including the area code.
“Fax failed: SRFax not fully configured.”
Fill in all four boxes (account number, email, password and SRFax phone number) and click Save Fax Settings.
“Fax failed:” followed by another message
That message comes from SRFax. Check that the account number, email and password match your SRFax account. If it keeps happening, contact SRFax or contact support.

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