Smarter Templates, Sharper Routing, and Sync That Stays in Step 🔄

This release is all about making your workflows faster, cleaner, and more connected—from reusable smart templates to automated EHR routing and seamless CRM sync. Less clicking, more doing.

Say goodbye to repetitive uploads and inconsistent data. Our new Smart Templates help you move faster with confidence:

• Reuse common forms like intake, referrals, and prior auth

• Pre-fill fields like name, DOB, and MRN

• Set required fields to ensure accuracy

• Compliant signatures with timestamps included

Skip the drag-and-drop routine. Just pick a template, fill, and send.

Our old “Receive by Email” just got a major upgrade. Now, every fax number gets its own email:

• Send to <faxnumber>@ifaxapp.com to fax any attachment

•Have a custom domain set up? It’ll show as <faxnumber>@yourcompany.com

• Attach PDF, DOCX, TIFF—whatever you’ve got

It’s simple, scalable, and works exactly how your team already communicates.

Inbound faxes can now route directly to the correct patient record in the EHR:

• Auto-matches based on name, DOB, and other identifiers

• Works with OCR/NLP or manually converted files

• Just enable “Send to EHR” under Automations

One less manual task for your team—one more win for data accuracy.

Contacts now sync in both directions, no duplicates, no drama:

• Matches via email address

• Automatically skips incomplete records

• Included in all iFax plans

Your CRM and iFax can finally speak the same language.

Now managed under Automations for better control

New columns for assignee names, emails, and labels

Cleaner UI with “Created by Me” and “Shared with Me” views

Quickly sort and manage users by access level

Downlaod faxes as PDF, JPG, TIFF, TXT, or JSON

Auto-retries at 1, 3, and 5 mins if a webhook fails