Everything You Need to Know about Faxing within DrChrono

You can fax from DrChrono in a number of ways.  You can fax documents individually from the patient chart or you can send multiple documents as a referral.  A fax number is required in order to send and receive faxes in your DrChrono account. 

Faxing From the Chart

From the chart we can send documents, like a locked clinical note, or the patient demographics one at a time. 

1. To send faxes from the patient chart, go to Patients Patient List and search for a patient or enter a patient's name or chart ID in the Search field. 

Patients_Patient_List_Search.png

 

2. Go to the Documents tab on the left and select the tab where the document is. 

You can fax the patient demographics by clicking the Fax Demographics button. 

In the example below, we can see the Locked Clinical Notes tab. To the right of the locked clinical notes, there is a Fax button.  Click Fax to send the clinical note. 

Patient_Chart_Clinical_Notes.png

 

3. After click the Fax or Fax Demographics button a window will open. Enter the contact information in the To field, a message if you would like, and click Send Fax

Fax_Send_Fax.png

Note: You can also fax a document from the, Uploaded Documents, Signed Consent Forms, Outbound Referrals, Lab Results, and Amendments tabs.  Each will have a Fax button.

 

Faxing from the Clinical Note

From the clinical note, you can fax the entire note or just one section.  

Faxing a Clinical Note Section

1. Open a clinical note. 

2. Select the section (template/form) you would like to fax.  In the example below, Subjective is selected. Click Fax Section

Fax_Section.png

3. Enter the contact information in the To field, a message if you would like, and click Send Fax

Fax_Section_Fax_Screen.png

Faxing a Clinical Note

1. Open a clinical note. 

2. Click Preview Note

Preview_Note.png

3. Click Fax to fax the note. 

Fax_Clinical_Note_Preview_Note.png

4. Enter the contact information in the To field, a message if you would like, and click Send Fax.

Fax_Section_Fax_Screen.png

 

Faxing Referrals

If you need to send multiple documents for a patient, for example clinical notes, some uploaded reports and lab results.  You can do so by sending a referral through DrChrono.  

For more information on faxing referrals and multiple documents, please click here for our article on sending referrals. 

 

 

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