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Reply to a Fax or Direct Message
Reply to a Fax or Direct Message

How to reply to the sender of a fax or Direct message

Stacy Lane avatar
Written by Stacy Lane
Updated over a year ago

Reply sends a fax or Direct message to the sender of a received fax or Direct message.

Here's how to use this feature:

  1. Select Reply from the icon or the drop-down list.

  2. If replying to a fax, select the “From” fax number from the drop-down list.

    1. The “From” address is automatically populated if you are replying to a Direct message.

  3. The “To” fax number or address is automatically populated. 

  4. Optional: Add your message to the Message Body.

    1. Any message body for a fax will be included as an extra page inside of your fax.

  5. Patient details are required for Direct messages and are automatically populated when replying.

  6. To add attachments, select the + sign to the right of Attachments or drag and drop the attachment(s) into the box below Attachments.

    1. If replying to a Direct message, select a Document Type for each attachment.

  7. Optional: At the top of the form, select the file format you wish to send your attachments as.

    1. NOTE: fax documents are automatically sent as PDF.

  8. Select Send.

  9. Review the message summary screen. 

  10. Optional: Enter an Internal disclosure reason – Explanation of why the release is occurring.

  11. Select Confirm to send the message.

After replying to a fax or Direct message, the original can be found using the “Responded” filter in your Intake and will have a label of “Replied.” From here, it can be opened and processed for print or download, and then marked as processed.

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