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