How to Send Electronic Fax in DocVilla

Step 1: Log In to Your EHR Dashboard

• Open the EHR system and log in with your credentials.

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Step 2: Access the Fax Section

• Navigate to the Fax section within your EHR system.

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Step 3: Receive and Manage Faxes

• If you receive a fax, it will appear in your inbox with details.

• Click on the fax to view it.

Step 4: Associate Fax with Patient or Encounter

• Select Associate with Patient or Associate with Encounter.

• Search for the relevant patient by name or ID.

   

• You can also associate the fax with a specific chart or record in the patient’s profile.

Step 5: Make Fax Visible on Patient Portal (Optional)

• If required, enable the option to make the fax visible to the patient on the Patient Portal.

• Save the changes to finalize the association.

Step 6: Send a Fax

• To send a fax, upload the document, enter the recipient’s fax number, and click Send.

Step 1: Log In to Your EHR Dashboard

• Open your EHR system and log in with your credentials.

Step 2: Go to Consults

• Navigate to the Consults section in the EHR dashboard.

Step 3: Select Encounter

• Choose the specific Encounter you wish to send a fax for.

Step 4: Click on Actions

• In the selected encounter, locate the Actions button at the top-right corner and click on it.

Step 5: Select Print Forms

• From the dropdown menu under Actions, choose Print Forms to generate the necessary documentation for faxing.

Step 6: Configure the Summary

• In the Print Forms section:

  • Select the Type of Summary you wish to send.

  • Choose the Sections to include in the summary.

  • Add any Pictures you want to include in the fax summary.

  • Write a Description for additional context or details.

Step 7: Send Fax

• After configuring the summary, proceed to send the fax directly from the interface.

• No manual downloads or uploads required.

• Easy association with patient records and encounters.

• Visibility on the patient portal for seamless sharing.