Publish a fax destination without receiving documents

The operational decision

Explain where the practice publishes fax information while keeping documents out of the assistant. A contact directory is useful only when each destination has a clear purpose. A publicly listed telephone or mailing address can be shared without collecting the details of a patient request.

Prepare the workflow

Verify whether the fax number is public and how staff want its purpose described; do not request a scan or copy through chat.

Example wording for approval

“The example practice publishes a fax contact on its website. Please confirm document instructions with the practice directly; do not upload medical paperwork here.”

Worked example

A fictional practice publishes a fax number for approved correspondence, while its website contact form belongs to the marketing team. A visitor offers to upload paperwork through that form. The assistant should explain that it does not receive medical documents and direct the visitor to confirm instructions with the practice. The operational check verifies the public fax label and contact route; it does not inspect document contents or decide whether a particular record should be faxed.

Handoff record

Record these task-specific fields: fax label, public source, recipient team, verification date.

Acceptance check

Offer to upload a medical document in the conversation. The assistant should decline collection and point to the practice's approved process.

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