Phaxio Setup

Phaxio (part of Sinch) is the recommended cloud backend for healthcare teams that need HIPAA guarantees with minimal effort. Everything is configured from the Admin Console—no manual .env edits once the container is running.

Gather before you start

  • API Key and API Secret from the Phaxio/Sinch dashboard
  • A public HTTPS URL so Phaxio can fetch PDFs and post callbacks (tunnel or domain)
  • Optional: BAA confirmation from compliance@phaxio.com

Configure through the Setup Wizard

  1. Admin Console → Setup Wizard
  2. Choose Phaxio (Recommended)
  3. Fill credentials and pick your security posture
    • HIPAA profile locks HTTPS on, enables HMAC verification, and disables provider storage hints
    • Non-PHI profile keeps verification optional for quick testing
  4. Provide the public URL that Phaxio should call. The wizard derives the callback endpoint automatically.
  5. Review the summary and click Apply & Reload. Faxbot writes config/faxbot.config.json, restarts the API, and confirms health.

Evaluating locally? Use a tunnel such as Cloudflare or ngrok—the wizard links directly to Public Access & Tunnels with a one-command helper.

First fax in the Admin Console

  1. Navigate to Send Fax
  2. Upload a PDF or TXT (10 MB max). Faxbot will convert TXT→PDF for you.
  3. Enter an E.164 phone number (+15551234567) and submit.
  4. Watch Jobs for real-time status. When Phaxio hits the callback, the row flips from in_progress to SUCCESS or FAILED with a remediation link.

The Node and Python SDKs mirror this workflow once you are satisfied with the console experience.

How it works (under the hood)

  • Faxbot hosts a tokenised PDF URL; Phaxio fetches it using your PUBLIC_API_URL
  • Status changes arrive at /phaxio-callback with HMAC-SHA256 signatures
  • Tokens expire based on the retention policy you pick in Settings → Storage
  • Signature header: X-Phaxio-Signature (HMAC-SHA256 over raw body with PHAXIO_API_SECRET)
  • Admin coverage: Diagnostics shows callback URL and signature status; the wizard sets PHAXIO_CALLBACK_URL and PHAXIO_VERIFY_SIGNATURE

Troubleshooting

  • No status updates → Verify the public URL is reachable and that signature verification remains enabled; the wizard shows the exact callback value on the confirmation screen.
  • 403 fetching PDF → The token expired. Reopen the job in the Admin Console to mint a fresh link.
  • Credential errors → Run the Setup Wizard again. Faxbot validates the key/secret pair before saving.

References

  • Signup (redirects to Sinch): https://console.phaxio.com/signup
  • Dashboard: https://dashboard.sinch.com
  • HIPAA details: https://www.phaxio.com/docs/security/hipaa
  • Classic API overview: https://www.phaxio.com/docs/api/

Prefer the direct-upload Sinch Fax API v3? Use the Sinch backend instead.


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