You can check out the steps in this video here.
Here we will review how to fax out a saved 3rd Party Private invoice from the patient's eChart using the Attachment Manager.
When the Bill To on a 3rd Party Private invoice is updated from the patient's details, it can be faxed to that establishment using the Attachment Manager.
After the Private invoice is saved, you can then navigate to the patient's eChart to access the Attachment Manager.
Within the Attachment Manager we want to scroll down to locate Private Billing and place a check mark beside the desired invoice(s):
Please note that you can click on the eye icon on the far right to open a Preview window to confirm it is the correct invoice.
Once the invoice(s) are selected, you can click on Fax along the top.
In the fax window, you may include a Fax Cover Page with the toggle in the top right corner:
Please note that the Fax Cover Page includes the clinic details by default.
The fax number can be added a couple of ways:
- If the establishment, such as an insurance company, has been added to the Consultations tab as a "Specialist" then it can searched by their name to populate their fax number under Search External Providers:
You can check out this video here to learn how to add to the Specialist list: VIDEO
- You can manually type in a fax number and click the + to move the fax number to the right side. You may enter in a name as well if you wish, this done in the Other section:
Once done you can click Fax in the bottom right corner!
Please note that you can click on Back To Attachments to navigate back to the first window in order to select more items, or remove items.
If you have any questions please contact Support at help@oscarprodesk.ca