Healthcare

EHR Fax Integration: Connecting Epic, Cerner, and Cloud Fax

78% of physicians can't exchange records electronically. Learn how direct EHR-fax integration bridges the interoperability gap and streamlines clinical workflows.

Farjad Fani
Farjad Fani
Enterprise Fax Consultant
November 8, 2024
10 min read
EHR integration Epic Cerner Oracle Health healthcare interoperability clinical workflows
EHR Fax Integration: Connecting Epic, Cerner, and Cloud Fax

Despite 88% EHR adoption among physicians, 78% cannot exchange clinical summaries with doctors outside their practice. This interoperability gap keeps fax firmly embedded in healthcare—but modern integration approaches are transforming how fax and EHR systems work together.

The Interoperability Gap

Why EHRs Don’t Talk to Each Other

The healthcare IT landscape is fragmented:

EHR SystemMarket ShareNetwork
Epic36% of hospitalsCare Everywhere
Oracle Health (Cerner)21.7% acute careCommonWell
MEDITECHCommunity hospitalsLimited
athenahealthAmbulatoryLimited
AllscriptsSmall practicesVariable

Each major EHR operates its own health information network. Cross-network exchange remains inconsistent at best.

The Result: When a cardiologist using Epic needs to send records to a primary care physician using athenahealth, fax often becomes the most reliable method.

The FHIR Promise vs. Reality

FHIR (Fast Healthcare Interoperability Resources) was supposed to solve this. The reality:

  • FHIR adoption is growing but incomplete
  • Implementation varies significantly
  • Not all data types are standardized
  • Patient matching remains challenging
  • Small practices lack technical resources

Until universal interoperability arrives, fax bridges the gap.

Modern EHR-Fax Integration

Integration Architecture

Modern cloud fax integration with EHRs follows this pattern:

EHR System
    ↓ (HL7/FHIR messages)
Integration Engine
    ↓ (API calls)
Cloud Fax Platform
    ↓ (transmission)
Recipient Fax
    ↓ (delivery confirmation)
Integration Engine
    ↓ (status update)
EHR System (workflow complete)

Epic Integration

Epic offers several fax integration points:

Inbound Fax → Epic

  • Fax arrives at cloud fax platform
  • OCR extracts patient identifiers
  • Document routes to Epic InBasket
  • Clinician reviews and files to chart

Epic → Outbound Fax

  • Clinician initiates send from Epic
  • Document generates from chart
  • Routes to cloud fax via integration
  • Confirmation posts to Epic

Automation Options

  • Auto-routing based on cover sheet data
  • Direct filing to patient chart
  • Workflow-triggered outbound faxes
  • Batch processing for referrals

Oracle Health (Cerner) Integration

Cerner provides integration via:

Cerner Millennium APIs

  • HL7 message-based integration
  • Real-time document exchange
  • Status updates to Millennium
  • Order-driven fax workflows

PowerChart Integration

  • Send fax from patient chart
  • View fax history in chart
  • Document indexing and filing
  • Provider notification

CommunityWorks

  • Smaller facility integration
  • Cloud-native approach
  • API-first design
  • Easier implementation

MEDITECH Integration

MEDITECH environments typically integrate via:

  • HL7 interface engine (Rhapsody, Cloverleaf, etc.)
  • Document imaging integration
  • Direct API connection (newer versions)
  • Workflow automation tools

Implementation Patterns

Pattern 1: Basic Email-to-Fax

Simplest integration, lowest value

EHR → Print to PDF → Email → Cloud Fax → Recipient
  • Works with any EHR
  • No API development required
  • Limited automation
  • Manual steps remain

Pattern 2: Interface Engine Integration

Mid-complexity, moderate automation

EHR → HL7 Message → Interface Engine → Cloud Fax API → Recipient
  • Leverages existing integration infrastructure
  • Supports automation
  • Requires interface development
  • Most common enterprise pattern

Pattern 3: Direct API Integration

Highest complexity, maximum automation

EHR → Custom Integration → Cloud Fax API → Recipient

            Confirmation → EHR Workflow
  • Fully automated workflows
  • Real-time status updates
  • Requires development resources
  • Best for high-volume operations

Use Case: Prior Authorization

Prior authorization represents the highest-value EHR-fax integration use case.

Current State (Manual)

  1. Provider identifies need for prior auth
  2. Staff prints relevant documentation
  3. Staff walks to fax machine
  4. Fax sent to payer
  5. Wait for response (phone/fax)
  6. Manually update EHR with outcome

Time: 30-60 minutes per authorization Cost: $10.97 per transaction

Integrated State

  1. Provider initiates prior auth in EHR
  2. Integration pulls required documentation
  3. Cloud fax sends to payer automatically
  4. Response received via cloud fax
  5. Integration updates EHR with outcome
  6. Provider notified via InBasket

Time: 5-10 minutes total Cost: $2-4 per transaction

ROI Example

For a practice processing 500 prior authorizations monthly:

MetricManualIntegratedSavings
Staff time/auth45 min7 min38 min
Monthly hours375 hrs58 hrs317 hrs
Monthly labor cost$9,375$1,450$7,925
Transaction cost$5,485$1,500$3,985
Monthly savings$11,910

Annual savings: $143,000+ for a single workflow.

Use Case: Referral Management

The Problem

  • 30% of faxed referral orders go missing in paper-based systems
  • Manual routing delays patient care
  • No visibility into referral status
  • Compliance gaps in documentation

Integrated Solution

Outbound Referrals

  1. Referring provider creates referral order
  2. Integration generates referral package
  3. Cloud fax sends to receiving provider
  4. Confirmation logs to patient chart
  5. Status tracking shows delivery

Inbound Referrals

  1. Referral fax arrives
  2. AI/OCR extracts patient and provider info
  3. Routes to appropriate scheduling queue
  4. Staff schedules appointment
  5. Confirmation faxes to referring provider

Results

Organizations implementing integrated referral management report:

  • 40% reduction in processing time
  • Near-zero lost referrals
  • Improved patient satisfaction from faster scheduling
  • Complete audit trail for compliance

Implementation Guide

Prerequisites

Before starting EHR-fax integration:

  • EHR version supports required interfaces
  • Interface engine capacity available
  • Cloud fax API access provisioned
  • Network connectivity validated
  • Security requirements defined
  • Compliance requirements documented

Phase 1: Discovery (2-4 weeks)

  • Document current fax workflows
  • Identify high-value integration opportunities
  • Define technical requirements
  • Establish success metrics

Phase 2: Design (2-4 weeks)

  • Architecture design
  • Interface specifications
  • Security review
  • Compliance validation

Phase 3: Development (4-8 weeks)

  • Interface building
  • Cloud fax configuration
  • Testing environment setup
  • Unit testing

Phase 4: Testing (4-6 weeks)

  • Integration testing
  • User acceptance testing
  • Performance testing
  • Security testing

Phase 5: Deployment (2-4 weeks)

  • Pilot deployment
  • Training
  • Go-live
  • Optimization

Success Metrics

MetricTargetMeasurement
Processing time reduction50%+Workflow timing
Manual handling reduction80%+Step count
Document routing accuracy95%+Audit review
User adoption90%+Usage tracking
Error rate<2%Exception tracking

The Bottom Line

EHR-fax integration doesn’t eliminate fax—it makes fax work better within clinical workflows. The organizations achieving the best results treat integration as a clinical efficiency initiative, not just an IT project.


Need help planning EHR-fax integration for your organization? Let’s discuss your specific EHR environment and workflow requirements.

Farjad Fani

About the Author

Farjad Fani is an enterprise fax consultant with 25+ years of experience. He built onlinefaxes.com and sold over 100,000 customers to eFax. Today, he helps healthcare, finance, and government organizations modernize their fax infrastructure while maintaining compliance.

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