Workflow Instructions

Adjusting your default for fax sorting

To specify how you'd like documents in your fax inbox to appear:

1. Go to Settings in Elation.
2. Go to the Fax Usage & Settings page.
3. Select the radio button for Default fax sorting for Newest or Oldest.

Adjusting your default for fax attachments

To specify that you want to always include attached documents with your outbound faxes:

1. Go to Settings in Elation.
2. Go to the Fax Usage & Settings page.
3. Adjust the toggle for Fax all attachments by default to Yes.

Monitoring fax usage

Click here for more information about fax usage and how to monitor it.

Related Articles

• Fax Inbox Introduction
• Fax Inbox Guide - Receiving faxes in your Elation Fax Inbox
• Fax Inbox Guide - Actioning on documents within the Fax Inbox .
• Fax Inbox Guide - Filing documents from the Fax Inbox into a patient's chart
• Letters & Referrals Introduction- Sharing clinical data outside of Elation
• Letters & Referrals Guide- Sending messages to patients & corresponding with third party professionals