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.
