Incoming/Outgoing Fax

Incoming 

All incoming faxes are going to show up appear in the Fax tab -> Incoming

You will get some options in order to Link this fax to patients and return signed documentation by clicking on the fax key for the fax.

  • Red - Category: This will allow you to select a category for the faxing
  • Orange - Location: Select to location this fax is assigned to
  • Green - Notes: Internal notes on this Fax
  • Blue - Patient: Allows you to assign the fax to one or multiple patients. This will populate the documentation in the Patient's profile -> Document tab -> Incoming Faxes
  • Purple - Return Documentation: Return the signed POC from a provider

When the Return documentation is selected, it will bring you into a new screen. You can select the patient and the documentation that was returned:

By dragging and dropping your PDF's into the file field, you'll be able to attach PDF files to your outgoing faxes!

Outgoing 

Fax tab -> Outgoing: This is where manual outgoing faxes are store. You can create a fax and add a document and send it out.

When you click create, it will bring you to the fax creation.

  • Red - Fax: You can type in the Fax number or click on the List button to select a Provider, Insurance, or Attorney with a fax number in the system.
  • Orange - Cover Sheet: You can type in a coversheet or create Quick Text to have one populate in
  • Blue - Category: This will allow you to categorize what is leaving this area.
  • Purple - Internal Note.
  • Pink - Patient: Allows you to assign the fax to the patients. This will populate in the documentation in the Patient's profile -> Document tab -> Outgoing Faxes.
  • Yellow - you now have the ability to drag and drop PDF's into the outgoing fax area to send. By dragging and dropping your PDF's into the file field, you'll be able to attach PDF files to your outgoing faxes.

To save faxes as a Draft: 

  1. Go to Fax -> Outgoing -> Create
  2. Setup the fax and click “Create No Send” and the fax will go into a “Saved not Sent Status”

Fax tab -> Outgoing -> Green Button: This is where you will find the documents that were sent in the documentation tab. If it has an Interfax ID # then it was sent, it does not have an ID Number it was not sent. You can go to Actions -> Filter and search for the ones that were sent by setting it to Interfax ID is not null.

Marketing -> Fax Blast -> Blast Sent Report: Any faxes that are sent from Marketing will show up here.

If you receive an email that says that the fax failed, you can get the ID number and enter it into each one of these search bars in these sent reports and find out what fax failed so that you can resend it.