Send a fax via GoFax using Power Diary

You can send faxes via GoFax directly from your Power Diary practice management software. This workaround is fast and easy. 

Once you have setup a GoFax account and added ‘Send’ credits, you will need to ensure that your email address is setup as an allowed sender in GoFax. See: Manage Allowed Senders For Fax to setup your email address as an allowed sender in GoFax. 

Adding your allowed sender in Power Diary

  • Login to your Power Diary practice management application 
  • Select “Setup” on the left navigation -> then “Configuration” > and “Communication” from the dropdown menu 
  • Copy the email address in the Business Email Address field. This email address must be added your GoFax account as an allowed sender. 
  • Click “Save Changes” 

Setting up a client or referrer in Power Diary to send a file as a fax  

To send a fax from Power Diary, you need to ensure the client or referrer’s fax number is added to their contact record.  

  • Select “People” on the left navigation > select the client or referrer you wish to send a fax to by entering their name into the search field 
  • In the Email field: enter the recipient email address as faxnumber@send.gofax.com.au (When sending a fax to a standard Australian (02, 03, 07, 08) number, be sure to include the area code with no space. For example 0388889998@send.gofax.com.au
  • Click “Save Changes” 

Note: you can only send a file as a fax using the email function in Power Diary to a client or referrer.

Sending a file as a fax using Power Diary 

  • Select “People” on the left navigation > select the client or referrer you wish to send a fax to 
  • Select “Records” > and then “Files” 
  • Upload the file you wish to send a fax by choosing your files or drop and dragging them into the designated area at the top of the page 
  • Once the file has been uploaded to Power Diary, click the cogwheel next to the file you wish to send as a fax under “Actions” 
  • Select “Email” 
  • Enter the recipient’s details at the top of the page and the body of the email to fax.  
  • Click “Send Email” and the file will be sent as an email to fax via GoFax 

Note: The Create Letter function within Power Diary enables you to send files as faxes. If you wish to send faxes containing documents other than files, we recommend you use the GoFax online portal, GoFax App or Email to Fax via your email client.  

Sending a letter as a fax using Power Diary  

  • Select “People” on the left navigation > select the client or referrer you wish to send a fax to 
  • Select “Communication” > and then “New Letter” 
  • Select a template from the dropdown menu (a new template can be created if required) 
  • Select the “More Rich” icon > and then “Upload Files”  
  • Upload the file you wish to send as a fax and click “Insert” 
  • Click “Send as attachment” and the attached file will be converted to PDF format to be sent as a fax 
  • Click “Send Email” 

Note: you can only send a fax via GoFax when using Power Diary’s Files or Letter function.