If you need to upload a file to send your fax, start here.
Sending the Fax:
1. Navigate to Communication > Incoming Faxes
2. Click '+New Fax'
3. Navigate to the left side of the screen and fill out the fax cover page details:
4. Navigate to the right side of the screen and upload a file.
5. Click 'Select a practice file in the cloud' to search for and select one of the files you have already uploaded to your practice's file library; alternatively, you can upload a file to be faxed directly from your computer.
6. Click 'Select File' to upload a file directly from your computer
7. Click 'Send Fax' to send the fax to your intended recipient
Viewing Faxes
When you receive a new fax, the dashboard will indicate this as shown in the screenshot below:
To view the new fax:
1. Navigate to ‘Communications’ and select ’Faxes’:
2. Here, you can:
toggle 'show completed faxes' off and on
start a new fax
filter your fax list by status, direction, recipient, sender, timeframe
3. You can assign the fax to a patient chart, download the fax to your computer, or mark it as read/ unread using the quick action icons on the right side of the page
4. Click the fax to open it and use the buttons on the right side to assign it to a patient, mark it as unread, mark it as completed, or delete
Viewing faxes in the File Drive:
Navigate to File Drive > fax
Within the fax folder, there are additional folders:
Assigned: These are faxes that have been assigned to patients
Incoming-fax: This folder contains fax files you received
Outgoing-fax: This folder contains fax files as they appear to your recipient
Outgoing-fax-original: This folder contains the original fax files you uploaded for sending