NextGen Knowledge Center

Fax Patient Documents

Before you begin

To be able to fax patient documents, the access rights for Operations > Faxing > Documents must be enabled in the System Administrator application.
You can fax one or more patient documents directly to a selected destination.
  1. Generate a new patient document, or open an existing patient document.
  2. From the NextGen® Enterprise EHR Menu bar, select File and select Fax.
    1. If you have not previously saved your document, the Save Document window opens. Select OK.
      The Send Fax window opens.

  3. Select Destination criteria.
    The Send Fax window defaults the Destination criteria based on the last selection made for the type of the item being faxed. For example, if you last faxed a medication to a specific pharmacy, the next time you try to fax a medication, the Destination is automatically set to Pharmacy.

    The following criteria are available: Employer, Laboratory, Location, Patient Physicians, Performing Entity, Payer, Pharmacy, Physician, and Provider.

    1. If you select Patient Physicians, the list of providers associated with the selected patient appears. Select any of the providers you want to receive the fax.
  4. Enter the company.
    The Company box displays the last selected company and company information, if applicable. If the company information is not filled in or is incorrect, you can:
    • Do one of the following:
      • Enter the company information.
      • Select the Ellipsis button to display the Search window for the selected destination. The following example shows the Pharmacy Search window, which is similar to the Search window for other destinations.

    • Select Search to display a list of available companies, and then select the company you want.

      The Details and Contact information for that company fill in.

      • To clear your entries and perform a new search, select Clear.
      • To return to the Send Fax window without making a selection, select Cancel.
    • After you select a company, select OK to fill in company information on the Send Fax window.
  5. Do one of the following:
    • Select the Dial "1" for long distance check box.
    • Specify your own dialing rules.
  6. To include a cover page, select the Cover Page check box.
  7. Enter any additional information in the text box.
  8. Select Fax.
  9. To fax a group of patient documents, use the Custom Print\Fax function in NextGen® Enterprise EHR.
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