Is Your Fax Workflow Secure? Scanners, Copiers and eFax

Despite years of predictions, fax remains a daily workhorse in healthcare. Physician orders, referrals, lab results and pharmacy communications still arrive by fax in many facilities. That means protected health information is flowing through fax servers, multifunction copiers, scanners and email gateways, often without the same scrutiny given to the EHR.

This article walks through where fax-related risk hides and how to reduce it.

Where PHI lives in the fax workflow

Physical fax machines: paper trays where documents sit for hours

Multifunction copiers: many store images of scanned and faxed pages on internal drives

Fax-to-email gateways: deliver documents to inboxes, where they are forwarded, saved and sometimes lost

Online fax services: store messages and logs in the provider's cloud

Shared folders: scan-to-folder destinations that may be open to many staff

Backups: which copy all of the above

Risks to consider

Misdirected faxes

A mistyped number can send resident information to the wrong recipient. This is one of the most common privacy incidents and may require a breach risk assessment.

Unattended paper

Incoming faxes left on a machine in a public hallway or front office can be read by visitors or unauthorized staff.

Copier hard drives

Some copiers keep images of everything they process. When a leased machine is returned or replaced without wiping, those images can leave with it.

Weak email delivery

Fax-to-email sent over unencrypted channels or to shared mailboxes with broad access can expose PHI.

Default settings and passwords

Copiers and scanners ship with default administrator passwords and open services. Attackers scan for them.

Practical controls

Secure the machines

Place fax machines and copiers in controlled areas, not public spaces

Collect and file incoming faxes promptly, with an assigned person responsible

Change default administrator passwords and disable unneeded features

Update device firmware

Put multifunction devices in a separate network segment where possible

Handle storage and disposal

Ask your vendor whether the device stores images, and enable encryption and automatic overwrite if available

Include secure wiping or drive removal in lease return and disposal procedures

Obtain a certificate of destruction when equipment is retired

Reduce misdirected faxes

Use pre-programmed numbers for frequent recipients, and verify them regularly

Use a cover sheet with a confidentiality statement and the sender's contact details

For first-time recipients, call to confirm the number

Consider confirmation reports so unusual failures are noticed

Choose a secure online fax service

If you move to an eFax or cloud fax solution, evaluate:

Willingness to sign a business associate agreement

Encryption in transit and at rest

Individual user accounts with multi-factor authentication

Role-based access to inboxes, so only the right staff see certain faxes

Audit logs of who viewed, sent or deleted documents

Retention settings that match your policies

Integration options for your EHR or document management system

Control scan destinations

Scan-to-email and scan-to-folder should use authenticated, encrypted connections and send only to designated, protected locations. Avoid scanning to a folder that everyone can open.

Policy and training

Write a short procedure covering how faxes are received, who checks the machine, how misdirected faxes are handled and who to notify. Train staff on verifying numbers, using cover sheets and reporting errors immediately. Misdirected fax incidents should be logged and evaluated through your breach assessment process.

Why modernize

Moving to a secure eFax platform can reduce paper exposure, make faxes searchable and give you audit trails. It also helps with disaster scenarios, since faxes can be received even if the building is inaccessible. Transition carefully, and keep the same attention to access control.

Audit once a year

Once a year, walk through the building with a technician and list every fax machine, copier and scanner. Check who can reach each one, whether it stores images, what its administrator password is and where its scans are sent. This simple walk-through often finds forgotten devices, open folders and old contracts that need cleanup.

Where we can help

UnityCare IT provides eFax solutions and managed IT for healthcare organizations. If you are not sure what your copiers store or who can open your scan folders, we can review your fax and scanning workflow and recommend practical fixes.

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Existing customers: support@unitycareit.com

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