Fax Documents

You can fax from within the patient chart or a clinical note.  You can also fax documents from a referral.

You can view your fax usage in the Usage tab in Provider Settings.

A fax number is required to send and receive faxes.

Fax from within the patient chart

You can fax documents, such as a locked clinical note or patient demographics, from within the patient chart. 

Fax patient demographics

  1. In a patient chart, select Fax patient demographics in the patient header.

The Fax Document window opens. 

  1. Complete the fields and then select Send Fax.

Fax documents

You can fax documents from any tab.

  1. Select Documents from the sidebar menu and then select the tab where the document is.
  2. Select Fax in the document's row.

The Fax Document window opens. 

  1. Complete the fields and then select Send Fax.

Fax clinical notes

You can fax the entire clinical note or one section. 

Fax a clinical note section

  1. Open a clinical note.
  2. Select the section (template/form) and then select Fax section.

  1. Complete the fields and then select Send Fax.

Fax_Section_Fax_Screen.png

Fax a clinical note

  1. Open a clinical note.
  2. Select Preview Note and then select Fax.

  1. Complete the fields and then select Send Fax.

Fax_Section_Fax_Screen.png