Fax Clinical Reports at Sign Off

This article describes the set up and the process for faxing clinical documentation reports from Insight EMR.

Faxing Documentation at Sign Off

At sign off, choose your desired report format and select the Fax after Signing check box to fax the report immediately upon signing.

The referring physician will be selected in the Fax To field, as illustrated here.

To have the report faxed to a different physician than the referring physician, select the Show All check box and select a different contact from the Fax To list.

You may add additional recipients from the Additional Recipients list, as illustrated here. The system automatically includes anyone in the Sent Reports To list. Clear the check box to remove someone from the additional recipients list.

When sending letters to multiple recipients, cover letters are addressed to each individual person but the copy of the letter is addressed only to the person set in the Fax To field. For example, if you are faxing a letter to William Kildare and James Jones is listed as an additional recipient to receive the fax, James' letter will be addressed to him, but the letter itself will still be addressed to William.

Insight EMR includes a standard cover sheet. You may format a custom cover sheet if desired. See this article on Fax Cover Sheet Set Up for more information.

Include cover sheet comments as desired and click OK. The report to be faxed will be previewed. In the preview you can set page breaks as illustrated below to keep a group of items together.

After clicking OK, the report will be faxed automatically in the desired format to all recipients. In the event that the fax does not transmit successfully the first time, the system will automatically resend the fax for up to 5 times, approximately every 5 minutes. A log of all reports that have been faxed is available in the Daily Activity Group.

Faxes that have failed to transmit may be resent, as illustrated here.

If you are responsible for tracking faxes that have been sent, make sure that your security group has access to the Fax Log Reports.

A list of any failed faxes will also appear on the Clinical Issues list. To resent a Fax, double click it.

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