Fax a Clinical Document (Procentive)

1. Go to Clinical Charting.
2. Locate the document to be faxed and double-click to open it.
3. Click the fax this link.
   
   
   
   
   • The same Add Fax window as seen in the Faxes module will open.
4. If you are sending the fax to a known individual who is in the Contacts module:
   • Enter their name in the Lookup contact field and, click the arrow.
   • Or click the picklist button to select the individual from the list.
5. If you are sending the fax to a staff member at your agency: 
   • Enter their name in the Lookup staff field and, click the arrow.
   • Or click the picklist button to select the staff from the list.
6. Enter any information desired.
7. At the bottom of the window, confirm in the Print view drop-down that the print view displaying is the print view that needs to be faxed.
   
   
   
   
   • Some forms have more than one print view and may need a different one than the one listed to be faxed.
8. Click Save.
9. A confirmation message that the fax has been sent will display.
   
   
   
   
10. Click OK.
11. To see the status of the sent fax, return to the main Faxes module screen.
12. Select Sent Faxes from the View drop-down menu.
    
    

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Related Article: Fax Multiple Clinical Documents (Batch Faxing)