This article describes the various actions you can take on documents within the Fax Inbox.
 

Contents

• Overview
  • What type of actions can I take on documents within the Fax Inbox?
  • What are the benefits of actioning on documents within the Fax Inbox
• Workflow Instructions
  • Viewing documents in the Fax Inbox
  • Deleting document pages
  • Rotating document pages
  • Filing documents

 

Overview

What type of actions can I take on documents within the Fax Inbox?

You can take the following actions on documents within the Fax Inbox:

• If there are any pages within a document that you do not want to store in the patient’s chart (i.e. fax cover sheets, blank pages), you can delete those pages from the Fax Inbox before filing the remainder of the document to the patient’s chart.
• If any pages are not oriented properly, you can rotate those pages before filing the document to the patient’s chart. 
• If there are any faxes that are not associated to any patients (ie. supply order forms, medical newsletters), you can print those pages out for external use and then delete those documents from the Fax Inbox afterwards.
• If there are any faxes you do not need (ie. advertisements), you can delete those documents from the Fax Inbox.
• If the documents need to be stored in the patient’s chart, you can file them to the matching patient.

 

What are the benefits of actioning on documents within the Fax Inbox?

The Fax Inbox gives you the flexibility to ‘clean up’ patient documents before they are filed into the patient’s chart for permanent storage. 


 

Workflow Instructions

Viewing documents in the Fax Inbox

Each document is grouped into a listing if the document is from a single fax transmission or a single uploaded document file. To view documents in the listing, click on the document title to expand the listing

• You will see the images of the first 5 pages of the document in the expanded view (this is the default).
  • To see additional pages of the document, if the document is more than 5 pages, click the More button at the end of the listing. Each time you click More you will see the next 5 pages. 
• To zoom in on an image, double click on the page. A large version of the image, with a higher resolution, will appear on your screen.

 
 

Deleting document pages

To delete pages within a document:

1. Select the document page(s) you want to delete using one of the following methods:
   • To select specific pages within a document listing, click on each page individually.
   • To select all pages within a document list, click the Select All button at the top of the document listing. 
2. Click the Delete button to delete the selected pages.
3. Click Yes to confirm deletion.

Click here for instructions on how to restore documents deleted from the Fax Inbox.

 

Rotating document pages

To rotate pages within a document:

1. Select the document page(s) you want to delete using one of the following methods:
   • To select specific pages within a document listing, click on each page individually.
   • To select all pages within a document list, click the Select All button at the top of the document listing. 
2. Click one of the rotate buttons at the top of the document listing to rotate selected pages towards the desired direction.
   • Rotate Left
   • Rotate 180
   • Rotate Right 

 

Filing documents

Click here for detailed instructions on how to file documents from the Fax Inbox to a patient’s chart.


 

Related Articles

• Fax Inbox Introduction
• Fax Inbox Guide - Receiving faxes in your Elation Fax Inbox
• Fax Inbox Guide - Uploading documents to the Fax Inbox
• Fax Inbox Guide - Restoring documents deleted from the Fax Inbox
• Fax Inbox Guide - Filing documents from the Fax Inbox into a patient's chart
• Fax Inbox Guide - Managing fax settings & fax usage