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How to Request Add-On Services

This article details how to request Add-On Services such as Epic, Forms Recognizer, OCR, or Searchable PDF when it is not yet available on your account.

Info, Notes and Warnings

If your organization is interested in Add-On Services, this article will detail the process to getting started.

Due to billing implications, it is advisable that internal approval is sought for your organization for these services. It is also advisable to involve your etherFAX partner for these matters should they provide billing for the account requesting these services.


Before reading these instructions be sure that the following prerequisites are met:


How to request Add-On Services

  1. Sign into the Client portal at

  2. On the left-hand side select Add-On Services:

  3. In the upper-right corner click + Add Service.

  4. On the next page, click the drop-down for Available Services and select your choice:

  5. A pop-up will appear asking you to provide an Email and Phone number to be contacted at. When that is complete, click Save within the pop-up:

An etherFAX Sales representative will contact you shortly to discuss these services further!

Ending Notes and Details

The following list details each Add-On Service available:

  • Epic: This integration with Epic allows for an end-to-end encryption via the Epic App Orchard.

  • Forms Recognizer (WEAVETM Extract): Data extraction that maps key-value-pairs to gather structured data. This data can then be used for workflows or applications.

  • Searchable PDF (WEAVETM PDF): Transforms unstructured documents into structured, searchable PDFs that are ready to be integrated for workflows and applications. Patient information can easily be found and copied for usage.

  • OCR (WEAVETM OCR): Captures text within a document and exports it as an XML or JSON payload in order for use in 3rd party applications. Users can search for and then extract data locked within an image.

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