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Your secure fax portal
The WestFax Console.
Every WestFax account includes the Fax Console — your secure web portal and the single source of truth for your account. Every fax you send or receive shows up here, however it was sent: from the web, your EHR, a printer, the API, or an automated workflow.
Included with every plan — from a single user to the largest health systems. Two-factor authentication on every account.
FaxesContactsSettings
Send Fax
The source of truth
Wherever your faxes come from, they all land here
The Console is the account of record for every WestFax customer. Whether you fax from the web, an EHR, a printer, the API, or the Cloud Fax Toolkit, the complete history lives in one place you control.
FaxesContactsSettings
Send Fax
Inside the console
Your whole fax line, organized
Open the Console and you see everything at once — what came in, what went out, and where it all stands.
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Folders that fit your workflow
Start with Inbox, Outbox, and Deleted — plus an All Faxes admin view — then add your own folders to sort work the way your team already thinks.
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Every fax, a click away
Preview a fax or open it in full, download it, move it to a folder, and mark it read or unread — all from the list.
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Nothing gets lost
Every inbound and outbound fax — from any channel — is captured in one complete, searchable history.
FaxesContactsSettings
Send Fax
Send a fax
From document to sent in a few clicks
Address it, attach it, and go. The composer keeps the details that make faxes easy to track later.
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Address it fast
Pick recipients from your contacts book or add a fax number on the fly with an optional name. Send to one recipient or many at once.
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Cover pages, ready to go
Choose from your cover page library — or send without one — and add a short note for the recipient right here.
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Send now or schedule
Drop in your documents and send immediately, or schedule the fax for later — helpful when a line is busy or you want it to arrive at a set time.
FaxesContactsSettings
Send Fax
Contacts
A shared address book, on your terms
Save the people and offices you fax most, and decide who on your team can see them.
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Save once, reuse everywhere
Add a contact with a name and fax number, and they’re ready to pick the next time you send.
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Control who sees what
Set each contact’s visibility — just you, a group, or your whole organization — so shared directories stay tidy and private ones stay private.
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Bulk import from a spreadsheet
Bring your existing directory over in one step — upload a CSV and your whole contact list is ready to fax.
Take it for a spin
Click through the real console
No account, no sign-up — just try it.
- Walk through sending a fax end to end
- See the inbox, folders, and history
- Explore at your own pace
Access & administration
Right access for every person
Admins manage the whole account from the Settings tab — by user or by fax line. Give people exactly the access they need, and prove it when it’s time for an audit.
Sign-in security
Two-factor on every account — SSO and directory sync for enterprise
Multi-factor authentication is included on every WestFax account. Enterprise teams can turn on SAML 2.0 single sign-on, and — with the Cloud Fax Toolkit — sync users and fax-line permissions straight from Active Directory.
User roles
Four roles, set per fax line
Assign a role to each user, and restrict which fax lines they can reach — so a busy front desk sees only what it should.
Regular user
Day to day
- Send faxes
- Receive faxes
- Manage their own faxes
Send-only user
Outbound only
- Send faxes
- No access to inbound
- Great for kiosks & scanners
Super user
Power user
- Everything a regular user can do
- Edit fax-to-email & cover pages
- Create & manage folders
Admin
Full control
- Manage users & roles
- Set permissions & policy
- Billing & account settings
Admins can also
- Set MFA policy
- Manage EMR group & user IDs
- Configure SAML NameIDs
- Manage usernames & passwords
- Restrict access by fax line
- Send password-recovery links
- Download MFA reports
Security & compliance
The account of record, held to the standard
The Console holds documents that can decide someone’s care. We carry the certifications that prove it’s protected — and we’ll sign the paperwork to back it.
R2 Certified
Compliant · BAA available
Type II Audited
CompliantEvery fax is protected with end-to-end encryption, role-based access controls, and complete audit trails — backed by a Business Associate Agreement.
Security & ComplianceSettings
Everything you manage, in one tab
The Settings tab is where you shape your account — your profile, your billing, your cover pages, and how faxes reach your inbox and your email.
Profile & security
Change your password, set up multi-factor authentication, and pick your time zone — including per-location zones for multi-site teams.
Account & billing
View a billing summary and history, update payment methods, make a payment, and check plan usage. Turn on auto-pay and auto-apply credits.
Message center
Account activity and maintenance notices land here. Critical messages are highlighted right on the main Console so nothing important slips past.
Fax-to-email
Choose who can send from email and who gets inbound notifications, deliver faxes as PDF or TIFF (or both), and manage allowed senders per fax line.
Cover pages
Build a branded cover page with your logo, address, and the fields you want — then reuse it every time you send. See the editor →
Fax lines
Add a fax line, port your existing number, or get a new one by area code or toll-free. Set which users and roles can reach each line. Add a line →
Riverside, CA 92501
(951) 555-0100
CONFIDENTIALITY NOTICE: This fax contains information that may be privileged and confidential. If you are not the intended recipient, please notify the sender and destroy all copies.
Cover page editor
Your brand on every fax, filled in for you
Design a cover page once. When you send, the recipient and message details drop in automatically.
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Make it yours
Upload your company logo and set your name, address, and contact details — the basic layout does the rest.
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Choose what appears
Pick the fields you want — recipient name and company, sender, subject, message, recipient fax, date, and page count — and add your HIPAA disclaimer.
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Filled in automatically
Field values pull from the contact’s details and anything you add at send time — like the subject or message — so you never retype them.
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Custom layouts for enterprise
Need a fully custom cover page design? Enterprise teams can have one built to spec — talk to sales for a quote.
Add a fax line whenever you grow
Solo plans include a single fax line. Team and Enterprise plans can add more — port your existing number or get a new one by area code or toll-free, right from Settings.
Upgrades
Add power as you need it — right from the portal
The Console is where you turn on the extras that make faxing work harder for you. Existing customers can enable and pay for these upgrades themselves; pricing depends on your plan.
OCR & Fax Categorization
Turn every fax into searchable, sorted text
WestFax’s AI-powered OCR reads every incoming fax, converts it into a clean, searchable PDF, and automatically tags it with the right medical categories — so there’s less sorting and more doing.
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Smarter faxes, instantly
OCR turns every page into readable, searchable text you can copy, search, and reference — no more digging through scanned images.
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Simplified categorization
Documents are auto-tagged with medical categories the moment they arrive — so the right faxes reach the right people, faster.
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Find anything in seconds
Because every fax is text, your inbox becomes searchable — filter by category to see just the referrals, labs, or prescriptions.
Supported categories
Built for healthcare workflows
Standard categorization is available on Healthcare plans today. We’re expanding to more industries and custom category sets you define — available now by request.
How to enable
Turn on OCR in five steps
Log in
Sign in to your existing WestFax account in the web portal.
Go to Settings
Open the Settings menu from the upper-right corner of the Console.
Open the upgrade menu
Choose Upgrade My Account → OCR / Fax Categorization from the left-hand menu.
Enable it
Hit Enable to add the OCR / Fax Categorization upgrade to your account.
Complete payment
Finalize the upgrade by completing payment authorization and choosing your recurring payment type.
Enterprise & custom categories
Need large-scale usage or your own categories?
OCR & Categorization is available on Team and Enterprise plans, and it’s fully HIPAA compliant. For high-volume pricing or category sets built around your workflows, we’ll review your needs and get back to you quickly.
Yes. OCR and Fax Categorization run inside the same HIPAA-compliant environment as the rest of WestFax, and every current plan includes a Business Associate Agreement.
Yes. Once a fax is converted to text, its contents become searchable, and you can filter your inbox by the categories that were automatically applied.
No. Categorization is automatic — incoming faxes are tagged for you as they arrive. A single fax can carry more than one category when it fits.
OCR / Fax Categorization is an add-on available on Team and Enterprise plans. Pricing depends on your plan and can be purchased right in the portal. For enterprise-scale usage or custom categories, contact us for a quote.
Fax retention
Keep your faxes as long as you need
Every account keeps faxes for two months by default. Need longer for compliance or records? Upgrade your retention right in the portal — pricing depends on your plan.
International faxing
Fax across borders, by zone
Turn on the Global Access add-on and choose the zone that covers where you fax. International faxes are billed per page by destination zone, separate from your domestic page allowance. Not sure which zone a number is in? Use the number lookup in Settings to check the required zone and rate before you subscribe.
Global Hubs
Major international metro hubs — established markets and major business centers.
- United Kingdom
- Western Europe
- Japan
- Australia
Expanded Reach
All Zone 1 destinations plus fast-growing emerging markets.
- Brazil
- Poland
- India
- Mexico
Includes all Zone 1 destinations
Full Global Access
Complete worldwide reach, including remote regions and international territories.
- Remote regions
- Island nations
- Territories
- Everywhere else
Includes all Zone 1 & 2 destinations
Learn the console
See it in action
Two short walkthroughs cover everything from your first fax to managing folders, contacts, and settings.
Walkthrough · Part 1
How to use the Fax Console
A guided tour of the portal — sending, receiving, and finding your way around.
Walkthrough · Part 2
Folders, contacts & settings
Go deeper on organizing faxes, managing contacts, and tuning your account.
Pricing
Select the Right Plan for You
The Console comes with every plan. Choose the volume and team size that fit — and add upgrades whenever you need them.
For individuals & solo practitioners
billed monthly, cancel anytime
- HIPAA compliant with BAA
- Full Fax Console access
- 1 fax line
- Port your number ($20 fee)
- 3¢/extra page overage
For growing teams & busy clinics
Starting at
billed monthly, cancel anytime
- Everything in Solo
- WestFax API access
- Multiple fax lines & user roles
- OCR & Categorization add-on
- 2.5¢–3¢/extra page overage
For high-volume, multi-site organizations
volume pricing & flexible billing
Talk to Sales- Everything in Team
- SAML SSO & Active Directory Sync
- EHR, MFP & custom integration
- Custom cover pages & retention
- Dedicated account manager
* Monthly pages are included with your plan, not capped. If you exceed your plan’s included pages, additional pages are billed at the standard overage rate.
FAQ
Fax Console, questions answered
The Fax Console is WestFax’s secure web portal — the place you sign in from a desktop browser to send and receive faxes, manage your account, and see your complete fax history. It’s the source of truth for every WestFax account.
Yes. The Console is included with every WestFax account, no matter how you fax — API-only, through an EHR, a multifunction printer, the Cloud Fax Toolkit, or another WestFax platform. Every fax still appears in the Console.
Yes. Two-factor authentication is included on every account, and faxes are protected with end-to-end encryption, role-based access, and full audit trails. Enterprise teams can add SAML 2.0 single sign-on and sync users from Active Directory through the Cloud Fax Toolkit.
Admins assign one of four roles — regular user, send-only user, super user, or admin — and can restrict access at the fax-line level. That means you can limit who sees which fax lines and what each person is allowed to do.
Solo plans include a single fax line. Team and Enterprise plans can add more from Settings — port an existing number or get a new one for a one-time $20 fee, plus $4.95 per month for each additional line.
Start faxing in minutes
Every plan includes the full Fax Console, HIPAA-ready security, and a Business Associate Agreement. Create your account and send your first fax today.
From the Console you can enable OCR / Fax Categorization (Team and Enterprise), extend fax retention to 1, 2, or 7 years, and add international faxing by zone. Pricing depends on your plan, and existing customers can enable most upgrades themselves.
Faxes are retained for two months by default. You can upgrade retention to 1, 2, or 7 years in the portal, and reach out to sales for custom retention beyond that.
Yes. The cover page editor lets you add your logo, company details, a HIPAA disclaimer, and the fields you want — and values fill in automatically when you send. Enterprise teams can commission a fully custom cover page layout for an additional fee.