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How to Request Add-On Services

This tutorial provides instructions on how to request Add-On Services such as Epic, GenAI Extracts, PDF, OCR, or Trained Extract, where it is not yet available on your account.

Info, Notes and Warnings

Due to billing reasons, 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:

  • An etherFAX account.

  • An etherFAX portal user.

    • The Global Administrator, or

    • one with the Edit Customer role.


How to request Add-On Services

  1. Sign into the etherFAX Client portal at

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

  1. In the upper-right corner click the + Add Service button.

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

  1. A pop-up will appear asking you to provide an Email and Phone number to be contacted at:

  1. When that is complete, click Save.

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.

  • GenAI Extract: Use GenAI to transform unstructured data, allowing for the extraction of information from previously unstructured data sources.  For example, classify, summarize, and extract patient demographics from the document.

  • PDF: Replaces the traditional .TIFF attachment with a PDF attachment. The PDF can be searched for content in the document. This can be delivered via email, Teams, Slack, API or ERIS.

  • OCR: Optical Character Recognition, this will extract all the text from the inbound document. This can be delivered via email, Teams, Slack, API or ERIS.

  • Trained Extract: Enables the extraction of named key-value-pairs from a trained form (such as first name, last name, address, etc.) on an inbound document. This can be delivered via email, Teams, Slack, API or ERIS.

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