Users can also fax receipts to patients or other users from the Payment Receipt screen.
To fax a receipt:
1. | Select the check box next to the receipt you want to fax. |
Note: To select all receipts listed for faxing, click in the check box at the top of the column.
2. | Click the icon. This will open the Compose tab of the Fax queue. |
3. | Enter the fax number in the To field. |
Note: Click the
to select a fax number from the practice Address Book. For additional information, please reference Composing a New Fax.
4. | The Subject line of the fax is prepopulated (e.g., Payment Receipt of John Smith). The receipt will appear as a PDF Attachment. |
5. | Enter the recipient of the fax in the Attention To field. |
6. | Select whether to include a Confidentiality Notice by clicking in the check box. |
Note: This is configurable by practice and will appear at the bottom of the fax.
7. | Use the free-form text box to insert a Cover Page, if necessary. |
Note: This feature mirrors the functionality of Microsoft Office.
8. | Click Send. The fax is then sent. |
The faxed receipt will now reside in the Sent tab of the Fax queue. For additional information about Fax queue functionality, please reference Composing a New Fax.