ROLE PRIVILEGES NEEDED: <udl-white>Allow Desktop Faxing<udl-white> | <udl-white>Desktop Faxing Admin <udl-white> | <udl-white>Incoming Fax - Referral<udl-white> | <udl-white>Incoming Fax - Billing Dept <udl-white> | <udl-white>Incoming Fax - Associate / HR<udl-white> | <udl-white>Incoming Fax - Patient<udl-white> | <udl-white>Incoming Fax - Physician<udl-white> | <udl-white>Incoming Fax - Facility<udl-white> | <udl-white>Incoming Fax - Scheduling<udl-white> | <udl-white>Incoming Fax - Other<udl-white> | <udl-white>Incoming Fax - Unattach<udl-white> | <udl-white>Incoming Fax - Move To<udl-white> | <udl-white>Incoming Fax - Split<udl-white>

RULES: <udl-white>Concord Faxing<udl-white> | <udl-white>Careficient Enhanced Faxing<udl-white>

SETUP: <udl-white>Desktop Faxing<udl-white>

VIEWING DETAILED INFORMATION ABOUT THE FAX  | SENDING DOCUMENTS / FILES TO INDIVIDUALS / ENTITIES | RECEIVING FAXES FROM ANYONE | ACCESSING INCOMING FAXES | MOVING A FAX TO A SPECIFIC MODULE / QUEUE | VIEW / PRINT / SAVE FAX DOCUMENT TO A FILE | ATTACHING A FAX | QUIZ

INTRODUCTION

Careficient’s Intelligent Document Management Suite lets you easily manage all documentation you receive from any individual or entity and post within the Careficient application.   In addition to managing patient documents, you can attach any documents you receive related to your Associates, Physicians, Payers as well your Organization.   As part of this process, you can send and receive faxes to/from any individual/entity and post the faxes received to various areas of the application.  Additionally, you can scan documents and save them locally or in the cloud and upload into the Careficient application.   As a added bonus, we can also provide you with automated forms that can be electronically signed by both Patients and Associates.  

As Part of our Intelligent Document Management Suite, Careficient’s all-inclusive faxing solution provides you with all your faxing needs that can help you manage your entire faxing process.   Our solution lets you:

• Send orders to Physicians for signature
• Send medication profiles to other entities
• Send other files saved on your local PC/Cloud to others 
• Receive all faxes from other individuals/entities
• Review, print, and organize all incoming faxes by Associate, Billing, Facility, Patient, Physician, Referral, and Scheduling
• Attach incoming faxes to Patients, Associates, Physicians, Payers, etc.  
• Match signed orders to Patient encounter orders

You can fax an approved physician order (primary order for cert period or interim order) to a physician who’s profile has a fax number. If the physician’s profile does not have a fax number set up, you will not see the link to fax the order.    You can also fax approved orders to other individuals/entities.   Click here to learn how to Fax To Physician , Fax Medications, or Desktop Fax To Anyone.

VIEWING DETAILED INFORMATION ABOUT THE FAX <returntomenu>menu↑<returntomenu>

You can also see detail information about the fax you sent by accessing the Desktop fax link as follows:

Select the “FAX (xx)” link (Desktop Fax pop-up displays)‍

Select the Outgoing tab (document description, Patient name and fax information displays)

SENDING DOCUMENTS / FILES TO INDIVIDUALS / ENTITIES <returntomenu>menu↑<returntomenu>

You can send any document/file you saved on your local PC/Cloud to any individual or entity by using the following path:

Select the “Fax (xx) link at the top right of the page within the blue header section(Desktop Fax pop-up displays)‍

1. Change the “from” information as necessary (shows your agency’s name and your name based on your sign-in) ‍
2. Select an option from the “To the Attention of” drop down list or enter a name as necessary (if you select a name from the dropdown list, the fax number automatically populates)‍
3. Add/Change the fax number as necessary
4. Select to include a cover page
5. Add comments to the text cover page
6. Select the “Browse” button (your PC’s file directory displays) and select a file from the directory/cloud that you want to fax (you can only send 1file per fax)‍
7. Select the “Send Fax” button 
8. Choose "Close" if you decide you do not need to fax.

RECEIVING FAXES FROM ANYONE <returntomenu>menu↑<returntomenu>

Anyone can send you a fax to the dedicated number that you have set-up as part of Careficient desktop faxing solution.  This can include:

• Signed orders
• Copy of face-to-face visit notes
• Medications information
• Patient medical history
• Hospital discharge summary
• Labs
• Referrals
• Associate resumes
• Copy of physician/associate active license
• Organization Payer contracts
• Authorizations for service
• etc.

When you look at the “Fax” link, you can tell the number of faxes received by the Agency within the last 30 days that you (or someone) needs to attach to a Patient, Associate, Physician, Payer or other module within the application. 

You can manage faxes you receive as follows:

• Change the from/to dates as necessary to expand or reduce the display of information
• Search the file for an incoming fax based on the document description
• View/Print/Save documentation you received via fax
• Move a document to a specific module/department
• Identify/Attach documents to Patients, Associates, Physicians, Payers, etc.
• Filter incoming list by faxes you moved to modules/departments
• Filter incoming list by the status of the fax
• ~Unassigned faxes
• ~All faxes
• ~Assigned faxes attached to individual Patients, Associates, Physicians, etc.
• ~Other faxes (based on faxes you previously attached to the “Other” option)
  

ACCESSING INCOMING FAXES <returntomenu>menu↑<returntomenu>

Careficient's incoming fax feature scans each fax received to determine if the fax has a Physician order. If the fax contains an order, it will automatically be uploaded to the Patient Encounter record and attached to the Physician order for that Patient. If the incoming fax has multiple signed orders for the same or different patients, the scanning process will upload each individual order and attach to the appropriate Physician order for that Patient. As part of this automated "attaching" feature, the actual order number that appears in the lower left-hand corner for each order received will show at the end of the "fax" description.

Select the Incoming tab (Incoming fax information displays for all faxes received within the last the last 30 days that you (or someone) needs to attach to a specific module)

VIEW / PRINT / SAVE FAX DOCUMENT TO A FILE <returntomenu>menu↑<returntomenu>

Select the link that appears within the Document Description column to display a document you received via fax (document displays on your screen)

You can print/save the document using your browser functions.

MOVING A FAX TO A SPECIFIC MODULE / QUEUE <returntomenu>menu↑<returntomenu>

Select the “Move To” option from the “Attach to” dropdown list (Attach Incoming Fax pop-up displays)

Select an option from the “Move To Queue” dropdown list and select the “Save” button. The Incoming tab displays showing the queue you assigned to the fax.

ATTACHING A FAX <returntomenu>menu↑<returntomenu>

You can attach a fax from the Incoming tab as follows:

1. Select and option from the “Attach to” dropdown list (i.e., Patient, Associate, Physician, Payer, Other, Move To, Split, etc.; Attach Incoming Fax pop-up displays)
2. Select an option from the “Document Type” dropdown list
3. Select an option from the individual/entity dropdown list (depending on the queue you selected, this can be Patients, Associates, Physicians, Payers, etc.)
4. Enter a description of the document
5. Select the “Save button”

You can see the fax you attached by changing the “Attached to” filter to “Faxes Assigned.   The fax also displays on the Docs tab based on the individual/module you assigned (i.e., Patient Encounter – Docs tab, Associate – Docs tab, Payer – Docs tab, etc.)