- Go to Clinical Charting.
- Hold the Ctrl key and click on each document to include in the batch. Once done, all documents will be highlighted.
- Click Change in the top right corner.
- The Change Documents window will open.
- Click the Fax All link.
- The same Add Fax window as seen in the Faxes module will open.
- 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.
- 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.
- Enter any information desired.
- At the bottom of the window will be a Print view drop-down menu for each clinical document being faxed. Confirm 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.
- Click Save.
- A confirmation message that the fax has been sent will display.
- Click OK.
- To see the status of the sent fax, return to the main Faxes module screen.
- Select Sent Faxes from the View drop-down menu.
NOTE: When batch faxing, any attachments to the clinical documents are also sent. After clicking Save, the attachments can be removed, if desired.