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Forward to EMR from My Intake
Forward to EMR from My Intake

How to forward Direct messages and Faxes from My Intake to your Direct-enabled EMR

Stacy Lane avatar
Written by Stacy Lane
Updated over 3 years ago

If your organization is configured to use the Forward to EMR feature, you may forward any message from My Intake to your EMR Direct address using the following steps:

  1. Click on a message in My Intake

  2. Ensure there is a First Name, Last Name, Date of Birth, and Gender included for the patient. You may fill out the other fields, if desired.

  3. Assign a Document Type for each attachment.

  4.  Select the Forward to EMR icon in the upper right.

  5. You may mark the message as Processed so it only shows up under the Processed filter in My Intake. 

  6. Click in the next field to select one or more EMR Direct addresses you wish to forward the message to.

  7. Select the Forward to EMR button to complete the process.

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