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How To Fax eChart Notes

  • Updated

You can check out the steps in this video HERE.

We will review how to fax eChart notes using the printer dialogue button, as well as the Attachment Manager.

Printer Dialogue: 

  • Access the Chart Note: Locate and open the eChart of the specific patient whom you want to fax notes for.
  • Select Notes (Option 1):
    • click on the Printer icon of each chart note you wish to include in your fax.
    • note the green indicator of selected notes.
      Screen Shot 2023-10-25 at 2.44.26 PM.png

       
    • click the Printer Icon at the bottom of the eChart center panel
    • choose Selected -> Notes.
      Screen Shot 2023-10-25 at 2.51.18 PM.png

       
  • Date Range of Notes (Option 2):
    • choose Dates
    • use the date pickers to set the date range
      Screen Shot 2023-10-25 at 3.46.26 PM.png
       
  • All Notes (Option 3):
    • click the Printer Icon at the bottom of the eChart center panel
    • choose All -> Notes.
      Screen Shot 2023-10-25 at 2.54.26 PM.png

       
  • Choose Fax Option: select "Fax" from this menu.
    Screen Shot 2023-10-25 at 2.57.51 PM.png
     
  • Enter Fax Details:
    • select the recipient from the Referral Doctor List dropdown
    • or Enter the Fax number in the second box
    • you can repeat the process to add additional fax numbers
    • click Add for each recipient
    • the fax number(s) added to the fax transmission display at the bottom of the window.
      Screen Shot 2023-10-25 at 2.59.38 PM.png

       
  • Send the Fax: click Send to action the fax transmission.
    Screen Shot 2023-10-25 at 3.08.06 PM.png

     
  • Confirmation Message:
    • a popup message lets you know it has been queued for faxing
    • the chart note will be faxed out, and the script runs every 5 minutes.
    • click "OK" to close the window.
      Screen Shot 2023-10-25 at 3.06.42 PM.png 

Attachment Manager:

  • The icon can be selected from the patient's eChart to load all contents to be faxed, including Encounter Notes      
  • We can scroll to the Encounter Notes section and place a check mark beside the header to select ALL notes: 
  • This will showcase a total number of all selected and then the Fax button can be selected along the top to fax
  • Alternately, if only faxing certain notes, checkmarks can be placed manually beside the notes required to be faxed: 
  • The fax button can then be clicked to complete the fax of selected Encounter Notes.
  • Lastly, if faxing by a date range, the dates are listed along the right side and a checkmark can be placed beside those in the date range required to be faxed: 
  • In our example, we selected 12 items all contained in the month of January.
  • Once all items are selected, we can then click Fax to load new window: 
  • From here, a Fax Cover page can be included with the toggle on the right:
  • A Subject and Message can be entered.  
  • Please note, the clinic details are included automatically in the Cover Page.
  • A fax number can be entered by searching the Consultations List by typing in their last name:
  • Once confirmed the fax number will load on the right side.
  • If the fax number is not included in the Consultations List, it can be manually entered and click the + to move it to the right side: 
  • Once all fax number(s) are loaded, the Send Fax can be used to complete the action.

Please contact Support at help@oscarprodesk.ca with any questions!