PracticeSuite in association with Telnyx introduces the eFax feature which would enable customers to send and receive electronic fax messages. eFax encompasses numerous features.
1. Covering Letter – Covering letters can be included in the Fax. Custom cover letters can be created from letter master. Clients can use the system tags provided to populate the information in the letter. Set the group Code for the letter as FAX_COVER_LETTER so that it becomes available in the Covering Letter drop-down
2. Fax Document against a Patient – The incoming fax document can be mapped to a patient with ease. The document would then be saved in the patient’s document manager section retrievable for future use.
3. Send Fax to Referring Provider – User can search for the referring provider name from the fax compose window and can easily send the document to them with a single click.
4. Archive Functionality – User can archive old/unimportant fax to archive folder.
5. Fax EHR Docs– User can send EHR related documents (Visit HX, CPOE, Letters etc..) over eFax.
6. Comments – User can add any number of comments against each fax. This will help different users in the specific account to identify each fax and work on it.
7. Client can port their existing Fax number – Client can use their existing fax number to send the fax by porting the number to Telnyx.
8. Fax Report – PracticeSuite also provides a report to View outgoing and incoming fax details.
9. Mark As Read option – User can mark a fax message as Read after working on it.
eFax can be configured Under Practice->Practice Options->Fax (see Image 1).
Provide the Setup Information.
Covering letter-> Select an appropriate template from the drop-down. You can even create custom covering letters from the Letter Master using system tags. It is to be noted that the group code should be FAX_COVER_LETTER.
Fax Number-> Each account has different fax number which is used as the sender number. [Currently this configuration is being done by the implementation team]
Document Type-> Select the document type from the list; this will be the default value in the Compose Window and document Manager.
Enrolled Date->Include the date when the practice gets enrolled for eFax.
These values get defaulted while composing Fax. After giving setup info, click on Save and the account is ready to send the fax.
eFax window can be opened from Home Page -> Interoffice ->eFax; see Image 2.
1. This will open the eFax Inbox by default.
2. The fax Messages in the Inbox are sorted by received time.
3. The following manipulations can be done to a fax message.
a. View the fax message
b. View the document
c. Map a patient
d. Mark as read
e. Archive the fax message
f. Add a comment
4. User can use Pagination feature to navigate to old Fax messages.
Table 1 describes each of the fields in detail.
|To||User can directly enter the fax number in this field or enter the referring provider name. If the selected ref provider has a fax number associated, the number will be populated in this field.|
|Name||Once the user selects a ref provider, the corresponding provider name will appear in the Name field or else they can enter any name here for reference|
|Covering Letter||User can choose a covering letter from this drop down. The selected Covering letter will be appended with the fax document. Custom covering letters can be created from letter master.|
|Related to Patient||User can choose a patient by searching with Name or MR# to map to this fax.|
|Subject||User can enter the Fax subject for reference|
|Attach File||User can choose and attach up to three file.|
Note: To send a fax from PracticeSuite, only the Fax number and the attachment are mandatory.
Open a Fax
To open a fax from inbox, click on the fax message from Inbox to open a window as in Image 4.
Once opened, the user will have the following options to handle the Fax message.
A. Map Patient using ‘Choose’ button: When a patient needs to be mapped or the mapped patient needs to be changed, the user can use the ‘Choose’ button. This will open a pop up window as in Image 5. ‘Related to Patient’ is the field where a patient can be searched and selected.
B. The Document Type field will be set to the one provided in the efax setup page. User can change this if needed and select any other document type from the drop-down. Once the fax is associated with a patient, the fax document will be shown under the selected category in patient document manager; see Image 6.
Fax Sent Box
Users can view the list of sent faxes in the Sent box. Also the status of each fax (Queued/Delivered/Failed) is displayed here; see Image 7.
If the user opens the fax from the ‘Sent’ box they will have all the options as in the Inbox except the Archive and Mark as Read options.
Archived faxes are available in the Archives folder; refer Image 8.
Fax Transaction Report
E11. Fax Transaction Report at the report Central provides details on all fax transactions done in the system. See Image 9 for a sample report. Fax Date, Status (Queued/Delivered/Failed) are the search filters along with option to choose between Inbound and Outbound.