How to Send a Fax from a Clinical Form

Faxing remains essential for swiftly transmitting physical documents, ensuring legal compliance, maintaining security, and verifying signatures in industries like healthcare and finance. It offers a direct, reliable and secure means of communication.

💡Please Note: To use the fax function, the setup must first be completed. For setup information, see Services.

• This user manual will start on the Clinical screen, with an already completed form.

• For navigation, see Clinical Screen: Navigation and Use.

• Click on the Fax button.

• The Fax - Add/Edit Workflow Event screen will open.

• Complete the fields with the relevant information:
  
  
• Fax Number: The number receiving the fax.

• Alternatively, click Search Medibase and select a Practitioner from the list.
  • For navigation, see Medibase List Search.

• From: The number the fax will be sent from.

• Cover Page: The format of the cover page when the Fax is sent.

• Cover Page From: Includes details such as the sender's name or company name.

• Cover Page To: Includes the recipient's name or company name.

• Cover Page Subject: A brief description that helps the recipient understand the content or reason for receiving the fax.

• Cover Page Organisation: This field displays the sender's company name, which is particularly useful when sending a fax on behalf of an organisation.

• Coverpage Body: This body of the cover page allows the sender to include messages, instructions, reference numbers, or other details relevant to the fax transmission.

• Click on the Add Pages button.

• An Attention! pop-up appears, enabling you to add attachments.

• Add the debtor statement by ticking the checkbox.

• Click Choose Files to add an attachment.

• Click OK to attach the files. 

• Click on the Save button to send your fax.