Faxing Medical Records: Practical FAQ

What to send, how to format it, and how to reduce privacy risks when faxing medical documents.

Can I fax medical records?
Often, yes—fax is still commonly used between providers, insurers, and offices. Always confirm the recipient’s workflow (some require portals or specific cover sheets).
What should I put on a medical fax cover sheet?
Use the minimum identifiers required by the recipient (often name + DOB or a patient ID). Include sender contact info, recipient office/fax number, and page count. Avoid unnecessary sensitive details.
What file format is best for medical faxes?
A single, clear PDF is best. If you’re scanning paper, use high contrast (black text on white) and review readability before sending.
Is faxing medical records “HIPAA compliant”?
HIPAA compliance depends on safeguards and your organization’s policies (and sometimes whether a provider will sign a BAA). If you handle PHI, verify requirements with your compliance team and the recipient.
How do I reduce privacy risk when faxing?
Double-check the fax number, send from a trusted network (not public Wi‑Fi), keep cover pages minimal, and delete local copies after sending. Save the delivery confirmation for your records.
How do I get proof of delivery?
Use a service that provides delivery confirmation and store the confirmation receipt in the patient’s administrative record when appropriate.
My medical fax failed—what should I do?
Recheck the number with the recipient, resend as a clean PDF, and retry during office hours if the line is busy. If it’s urgent, call to confirm receipt.
Where can I learn more about fax security?
See How secure are faxes? and fax vs email security.