Administrative Fax Set Up Instructions (Procentive)

Assign permissions as needed to staff roles.

1. Go to Staff module > Role tab > Edit Roles.
2. In the search for modules field, enter fax.
3. Click on the role to add permissions to.
   
   
   
   
4. Check the box for all fax permissions needed for that role.
   NOTE: All permissions apply to the Faxes module itself. Additionally, in order to send a fax from the Clinical/Charting module but not have access to the Faxes module, only the permission Ability to send a fax is required.
5. Click Change Role.
6. Repeat steps 3-5 for any other role that needs fax permissions.

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1. Go to the Faxes module.
2. Click the Phone numbers link.
   
   
   
   
3. Click on a phone number to highlight it.
   
   
   
   
4. In the E-Mail to Notify field, enter the email address of the person to receive the notification email.
5. If additional staff need to receive the notification email, click the staff to notify link.
6. Double-click on a staff name in the Available Staff column to move the staff to the Staff Associated with Fax Number column.
   
   
   
   
7. Double-click on a staff name in the Staff Associated with Fax Number column to move the staff back to the Available Staff column.
8. Click Save.
9. Click Change.
   
   

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