Everything You Need to Know about Faxing within DrChrono

You can fax from DrChrono in two ways. You can fax documents individually from the referral.

A fax number is required 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.

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

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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.

3. After clicking 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.

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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

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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.

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3. Click Fax to fax the note.

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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.

How do I see how many faxes I have sent?

Navigate to Account > Provider Settings and select the Usage tab.

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Once in the Usage tab, you can see the faxes and other communications you have used in your billing cycle.

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