When sending a new fax from Release, you can search the "To" field by Name or Company for available contacts when your organization utilizes the Contacts Uploader feature.
This feature is only available within the portal; Contacts added here will not be reflected in your integrated EMR. Please work with your EMR vendor for any questions regarding address books or faxing from your EMR.
Not using it yet? Check out our Contacts Uploader help article to get started!
Search Rules
Name and Company cannot be searched at the same time.
Any portion (beginning, middle, or end) of a Name or Company can be searched.
Search is case insensitive, allowing you to type lowercase or uppercase letters when searching.
After searching, the contact can be selected in one of three ways:
Left click with the mouse.
Push “tab” on the keyboard.
Push “enter” on the keyboard.
You can add search for and add additional contacts to the To field as needed.
Walkthrough video available here: Contacts: Search and Select (loom.com)