Letting go of the reins.. need help with my small office setup

@bonjongp, for fax I recommend Fax-Pro Fax Pro | FreePBX - Let Freedom Ring. You could save the faxes in your FreePBX machine or delete them. You could also set an email alert with/without fax attachments. You could save the frequently used fax number to send fax with a click.

Look at HIPAA Compliant Internet Fax | FAXAGE.com as an example for requirement to full fill HIPAA compliance. The keyword is SAFEGUARD PHI.