Steps
Navigate to the eFax Outbox
Begin by accessing either the global or patient level eFax Outbox
Select the Recipient Line
Locate and click on the recipient line to add a contact.
Search for or Manually Add a Fax Number
You have two options to add a recipient:
Search for a Contact: Use the search function to find a saved contact.
Manually Add a Fax Number: Enter the fax number directly.
Once added, the contact or fax number will appear in a grey box to indicate it has been successfully added.
Add Additional Recipients
Click on the recipient line to the right of the previously added contact or fax number.
Repeat the process of searching for a contact or manually adding a fax number.
Each new recipient will be contained within its own grey box.
Multi-Select Documents in the Outbox
Within the eFax tab, you can select multiple documents that have been sent to the outbox. This allows you to efficiently choose the relevant documents for your fax.
Send or Send & Clear
After selecting recipients and documents, you have two options:
Send: This will fax the selected documents to the added recipients while keeping the documents in the outbox. This is useful for faxing particular documents to one set of recipients and then reusing them for additional recipients with modifications.
Send & Clear: This will fax the selected documents to the recipients and remove the documents from the outbox.
