Faxing documents

Faxing documents

1. On the Patient browser tab, open the patient's file.

2. Click the Documents tab.

3. Select any documents you wish to send (holding down Ctrl to select multiple), and select 'Email/fax'

Open

4. If selecting Fax other, in the Select fax recipient dialog box, click on another recipient listed Optionally, click Manual entry to enter an outside fax number.

5. Click Next.

6. Optionally, add a personalized message and click NEXT.

Open

7. In the Select correspondence details dialog box, select a Printing template and optionally select a Signed by name. 

8. Click Preview fax.

9. A preview of the fax appears for review. Click Send fax.

10. Click Ok on the Fax transmission confirmation box. 

Viewing sent faxes

1. Click the Communications drop-down menu, and select Fax outbox.

2. Optionally, use the location drop-down menu to filter the list of sent faxes based on the location at which the fax was sent.

3. Click the Outbox tab to view sent documents, or click the Archive tab to view stored documents.

4. Optionally, click on a document, right-click, and select one of the following:

   • View: to open the document.

   • Print: to pint a copy of the document. 

   • Archive/Unarchive: to move the document from the Outbox screen to the Archived screen and vice-versa.

   • Download copy: to save a copy to the local computer.

   • Delete: to remove the history of the fax completely.

   • Retry transmission: to try sending again.

Scanning and faxing

1. Click the Communications drop-down menu, and select Scan and Fax.

2. Select the correct scanner from the drop-down menu and click Ok.
   
   

3.  Set the scanner preferences and complete the scan.

4. in the Select fax recipient dialog box, click on a physician or insurer listed. Optionally, click Manual entry to enter an outside fax number.

5. Click Next.

6. Optionally, add a personalized message and click Send.
   
   

7. In the Select correspondence details dialog box, select a Printing template and optionally select a Signed by name. 

8. Click Preview fax.

9. A preview of the fax appears for review. Click Send fax.

10. Click Ok on the Fax transmission confirmation box.

Faxing Status

1. No icon indicates the fax has been sent successfully.

   

2. The fax machine icon indicates that the fax is still pending and has not been sent yet.

   

3. The warning symbol indicates that the fax transmission has failed.