How to Set Up and Manage SRFax with WalnutEMR

Follow these steps to set up and manage your SRFax account within WalnutEMR.

Step 1: Create an SRFax Account

1. Visit www.srfax.com and create an account if you don’t already have one.
2. After logging in, navigate to My Account > Summary to access your account details.

Step 2: Configure SRFax in WalnutEMR

1. In a new browser tab, log in to your WalnutEMR account.
2. Go to the Branch App section, then select eAccounts.
3. Under Fax Account, click Setup Fax Account to open the setup window.
4. Configure your SRFax settings with the following details:
   • Fax Type: Select SRFax.
   • Account Number: Enter the account number associated with your SRFax account.
   • Password: Enter the password used to log in to your SRFax account.
   • Fax Caller ID: Enter your SRFax fax number. 
   • Important: Remove any special characters (such as parentheses, dashes, or periods) if copying and pasting the number.
   • SRFax Username: Enter the same username used to log in to your SRFax account.
5. To receive email notifications for successful or failed fax transmissions, check the notification box and enter a valid email address.
6. Once all fields are complete, click Save to finalize the setup.

Additional Resources

For a step-by-step visual guide, refer to our SRFax Setup Tutorial.