PERMISSIONS: You need access to a patient to send one of their documents.
Once a patient's document has been completed, you can send it by email or fax from within the system.
Before You Begin
The link to view an emailed document will automatically expire after seven days, but you can also revoke the link early from your communication history.
Email or Fax a Document
- In the upper left of the system, use the Search Patients... field to search for and select a patient.
- In the lower left, click the Documents button.
- To the right of the document, click the send document icon
.
- Choose how you want to send the document.
- Click the Send Document button.
NOTE: When a recipient attempts to view or download an emailed document or invoice, they will be asked first for their name or initials.
About the Fields
| Field | Description |
| Send As | Choose whether to fax or email the document. |
| Fax # | Choose who will receive the document by fax. You can select a payer linked to the patient or type in another fax number. |
| Attention | For a fax, indicate who the fax should be directed to. |
| Recipient / Email | Choose who will receive the document by email. You can select a contact linked to the patient or type in another email address. |
| Attachments | If the document has attachments, choose whether or not to include those attachments. |
| Message | Optionally, type a custom message to the recipient. Don't include PHI in this message. |
| Revisions | If the document includes revision reasons, choose whether or not to include those reasons. |