Hi AJ
you definitely can continue to fax from your regular machine after porting/forwarding your number to updox. Porting/forwarding just causes the incoming faxes to go to updox, does not change previous outgoing methods. I have a brother 8840DN with paperport and I fax all multi page document requests ( for > 10 pages or so ) from my brother from paperport to avoid per page charges (and because I can). Just make sure you still have the phone service plugged into your fax machine. I eliminated my land line fax number to save $$ but piggybacked the regular phone land line into the fax- it doesn't tie up the phone line mostly, as I only use it to fax out large number of pages (like chart requests) mostly after hours.
for the tagging - if you look at updox there is a filter/sort button under the top menu
you can set your tag colors there
for the sign off
you have to experiment with this but I believe if the nurse does not check off the 'sign-off' box then you will get a message in your AC mail box ? or someone will - which is pink and it says ''sign off: chart item , etc..."
try that!