How to send faxes (outbound)

To send a fax, click on Send Document on the top right side of the page

A side panel will open up called Send Fax with the following fields to enter details into:

• Referring Provider

  • Select the referring provider to fax.

• Recipient Fax Number

  • Enter the fax number you’d like to send the fax to

• Subject

  • The title of the fax

• Send From

  • Select what fax number to send the documents from. A dropdown of all your fax numbers will be available here.

• Facility [Optional]

  • Specify which facility this fax is coming from

• Provider

  • Specify which provider this fax is coming from

• Choose Files

  • You can choose multiple files to fax, as long as they’re in PDF format

Once you’ve hit Send Document, your fax will be available to be viewed in the Outbound section

How to receive a fax (inbound)

To see all your received faxes, click on the Inbound tab and ensure that your fax view is set to All. However, as you can see, there are two other views available: Unprocessed and Processed.

View unprocessed and processed faxes:

The unprocessed view shows you faxes that haven’t been organized yet. This means that it has yet to be categorized or associated with a patient/provider. It is a completely new fax.

Clicking on View and Update Fax allows you to edit and specify the following information:

• Subject

  • Name or re-name the fax

• Facility

  • Select or override the facility on the fax

• Provider

  • Select or override the provider on the fax

• Patient

  • Specify the patient this fax should tie to

• Document Type

  • Select the document category of the fax received

Clicking on Save Edits will send the fax to the Processed view, since it is now organized appropriately