Fax Multiple Clinical Documents (Batch Faxing) (Procentive)

1. Go to Clinical Charting.
2. Hold the Ctrl key and click on each document to include in the batch.  Once done, all documents will be highlighted.
3. Click Change in the top right corner.
   
   
   
   
   • The Change Documents window will open.
4. Click the Fax All link.
   
   
   
   
   • The same Add Fax window as seen in the Faxes module will open.
5. 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.
6. 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.
7. Enter any information desired.
8. 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.
9. Click Save.
10. A confirmation message that the fax has been sent will display.
    
    
    
    
11. Click OK.
12. To see the status of the sent fax, return to the main Faxes module screen.
13. 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.

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