Faxes
Chart Faxes tracks this patient’s fax requests for Referrals, Medical Record, and Prior Authorization (inbound and outbound). It is separate from the main-menu Fax console and from Labs/Imaging result viewers. Outbound sends from the EHR often need RingCentral fax settings.
What Chart Faxes Is For
A list of fax packages tied to this patient: referral orders, medical record requests, and prior authorization requests. You can send new requests, review inbound items, download, or delete when permitted.
Where and When to Use It
Open chart → Faxes when sending or tracking a referral fax, medical record request, or prior auth fax for this patient. Use main-menu Fax for the practice IntelliMed fax console. Use Documents → Referrals when you only need to store a file without the fax-request workflow.
How It Works
Sub-tabs: Referrals, Medical Record, Prior Authorization (each may be hidden without permission). Filter All / Inbound / Outbound when shown. Inbound items often arrive from IntelliMed processing; outbound items are created when you Send from the chart.
How to Send or Change
Open the correct sub-tab → Send → choose recipient/provider, fax number, cover letter, attachments/notes → preview → send. View or download existing packages when allowed. Delete only with delete permission. You cannot “edit” a sent fax like a draft note—send a corrected package if needed. Fix RingCentral/clinic fax number issues in practice settings if send fails.
Common Issues
Tab or sub-tab missing: Patient Faxes permission. Send fails: RingCentral not configured or invalid fax number. Looking for lab results: use Labs/Imaging or Dashboard Results. Empty before patient is saved: fax management appears after the patient exists.