How to Send and Process Faxes

Applications
Table of Contents
...

‍Send a Fax

  1. Navigate to New EHR → Inbox → Mailbox.
  2. Enter the fax details.
  3. Leave the Client field blank (until the EHR is client-ready).
  4. Submit the fax.

View Incoming Faxes

  1. Go to the Pending tab.
  2. Locate faxes assigned to you.
  3. Click the fax to preview the document.

Complete Processing

  1. Review and handle the fax as needed.
  2. Click Mark Complete once finished.

Important Note

  • Incoming faxes related to a client are currently uploaded to the client’s record in TN.