Adding a Fax to a Patient’s Chart

You can save the fax to the patient's chart or note automatically by selecting the Save Fax... option when you you create the autoletter. If you missed the opportunity to save the autoletter when you created it, follow these steps:

1. Click the Document Management tab.

   The Document Management page opens.

2. Click Manage Auto Letters.

   The Fax Management page opens.

3. Select the Pending Approval or Sent tab, depending on the status of the fax.

   You cannot attach an autoletter to a patient's record once it has been archived.

4. Enter search criteria and click Apply Filters as needed to locate the specific autoletter.
5. Select the check box for the autoletter you want to add to a patient’s chart.
6. Click Save Fax into Patient Chart in the Action Bar.

   The message “Fax saved into patient chart(s)” appears. Autoletters are saved as outbound faxes, and the filename is based on the recipient's name and template used.