From My Intake, you can reply directly to the sender of a received fax or Direct message, or forward it to a new recipient.
Reply
Select Reply from the icon or the drop-down list.
If replying to a fax, select the “From” fax number from the drop-down list.
The “From” address is automatically populated if you are replying to a Direct message.
The “To” fax number or address is automatically populated.
Optional: Add your message to the Message Body.
Any message body for a fax will be included as an extra page inside of your fax.
Patient details are required for Direct messages and are automatically populated when replying.
To add attachments, select the + sign to the right of Attachments or drag and drop the attachment(s) into the box below Attachments.
If replying to a Direct message, select a Document Type for each attachment.
Optional: At the top of the form, select the file format you wish to send your attachments as.
Fax documents are automatically sent as PDF.
Select Send.
Review the message summary screen.
Optional: Enter an Internal disclosure reason – Explanation of why the release is occurring.
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.
Forward
Forwarding sends the original message and any added details to a new recipient. Existing patient details are automatically populated (except the Patient ID) and all attachments are included by default — you may remove or add attachments.
Select Forward from the drop-down list.
Select a Release Type.
Enter the From address or fax number.
Enter the To address or fax number. More than one address or fax number may be entered.
Optional: Add your message to the Message Body. Any message body for a fax will be included as an extra page inside of your fax.
Optional: Complete the patient details for the message.
Optional: To add additional attachments, select the + sign to the right of Attachments or drag and drop the attachment(s) into the box below the + sign. Select a document type for each attachment.
At the top of the form, select the file format for which you wish to send any attachments. Note that all fax documents will be converted to PDF before faxing to the intended recipient.
Select Send.
Review the message summary screen and add the following:
Optional: Message comments – adds comments for the recipient.
Optional: Disclosure reason – internal explanation of why the release is occurring.
Select Confirm to send the message.
After forwarding, the original can be found using the Responded filter in My Intake and will have a label of Forwarded. From here, it can be opened and processed for print or download, and then marked as processed.