SendBy via Email or Fax

Send a Fax cover sheet or a medication list via Email to a family member


FAQ: I need to send a medication list to the doctor via fax and an email to the family to give them a copy, how do I do that?

  1. Access the Resident Profile

    • Navigate to the resident profile in the platform.
    • Look for the "Print" and "Send-By" buttons, which are visible in both the profile and progress notes sections.
    • If the "Send-By" button is not visible, printing may not be available for that page.
  2. Click the Send-By Button

    • When you click "Send-By," you will see two options: email or fax.
    • The "Send-To" dropdown is connected to the contact list, so ensure your contacts are up-to-date.
  3. Send via Email

    • Select a contact from the dropdown, and their email will be automatically populated.
    • Optionally, you can add a mobile phone number for secure email access with a verification code.
    • If left blank, the recipient will still receive the email.
  4. Send via Fax

    • Select the contact (e.g., doctor or pharmacy) with an updated fax number.
    • Choose to send the fax cover sheet along with the printout or only the cover sheet.
    • Verify that the recipient's fax information is complete and accurate.
  5. Include Relevant Information

    • Start from the resident profile to ensure all necessary details (e.g., resident name) are included.
    • Add comments to explain the purpose of the message.
    • Once the message is ready, click "Send."
  6. Monitor Fax and Email History

    • Check the "Reports" section to view fax or email history.
    • For faxes, you can see the status (e.g., delivered or failed).
    • Common fax failures include "Receiver dropped the call prematurely." You can manually resend the fax, preview it, or download the PDF.
  7. Troubleshoot Issues

    • If failures occur beyond common errors (e.g., incorrect destination number), report the issue by clicking the "Help" button in the bottom-right corner of the platform.


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