The Fax Note action enables users to automatically fax patient data stored in the note field.
 
 
  - Follow the applicable steps in  General Trigger Setup.
 
  - Select the Fax Note action. 
   
    The Fax Note window opens.
   
 
  - Select the template field to fax the note file from.
 
  - To save the information and close the window, select OK. 
 
  - If necessary, set up a specific condition for the Fax Note action to be triggered. 
 
  - Select OK and save your template.