This article describes the Fax Inbox, located in your Practice Home, and all of its features. 
 

Contents

• Overview
  • What is the Fax Inbox?
  • What are the benefits of the Fax Inbox?
• Features
  • Fax Inbox Sections
  • Fax Inbox Layout
• Workflow Instructions
  • Managing documents in the Fax Inbox
  • Managing your Fax Settings
  • Managing your Fax Usage
• Frequently Asked Questions (FAQ)

 

Overview

What is the Fax Inbox?

The Fax Inbox is a repository of all of the following:

• all faxes received electronically through your assigned Elation fax number, which was provided when you first started using Elation EHR.
• any documents you manually upload to your Fax Inbox.
• any reports that are re-filed from a patient's chart in Elation.

 

What are the benefits of the Fax Inbox?

As a medical practice, you manage a large volume of patient reports and records. To assist with maintaining these records electronically, Elation assigns each customer a unique Elation fax number when they begin using Elation EHR. We recommend routing all your faxes to this number as a best practice. This will automatically convert faxes into electronic records, making it simple to file them into your patients' charts and reducing the need for physical paperwork.


 

Features

Fax Inbox Sections

The Fax Inbox is typically divided into two sections.

• Incoming Documents - stores all faxes received electronically through your Elation fax number.
• Unfiled Images - stores any reports that are re-filed from a patient's chart in Elation.

You can also manually upload documents from your computer into any of the two sections listed above.


 

Fax Inbox Layout

1. You will see toolbar at the top of each section of the Fax Inbox with the following options:
   • Newest - sort documents by the newest received documents first; the default is oldest first
   • Oldest - sort documents by the oldest received documents first; this is the default
   • Recently Deleted - see recently deleted faxes (and restore them if needed)
   • Upload Files - upload documents from your computer to this section of the Fax Inbox
2. Underneath the toolbar is your documents
   • Documents are grouped by either
     • each fax transmission 
     • the same uploaded report/record
   • The title of each listing is either 
     • the fax number or name of the sender (if available) for faxed documents 
     • the name of reports (as labeled on your computer)
   • The number of pages of each listing is visible to the right of the title.
   • The date and time the documents reached the Fax Inbox will be on the right. 
3. When you expand a document you will see the following:
   • A toolbar for you to take the following actions on the document:
     • Select All
     • Rotate Left
     • Rotate 180
     • Rotate Right
     • Add to Queue
     • Delete
   • The first 5 images of the document
     • If there are additional pages, click on the More button to see the next 5 images within that listing. 

Click here to learn more about actioning on documents within the Fax Inbox.

 

Workflow Instructions

Managing documents in the Fax Inbox

You can take the following actions in the Fax Inbox:

• Upload documents to the Fax Inbox
• Action on documents within the Fax Inbox
• Restore recently deleted documents
• File documents to the patient’s chart

 

Managing your Fax Settings

Click here to learn more about Fax Settings.

 

Managing your Fax Usage

Click here to learn more about Fax Usage and how to manage your Fax Usage in the EHR.

 

Frequently Asked Questions

Another office said they sent a fax to me but I do not see it in my Fax Inbox. Did something go wrong?

It can take up to 30 minutes for a fax to reach your Fax Inbox once it has been sent by the other office. This is due to the processing time and integration time that comes with using electronic faxing. If you do not see the fax after 30 minutes, ask the sender to send it again in case there were any sending issues. If the sender is not having any sending issues, reach out to the Support Team using the I need help -> Contact Elation Support button, provide us with the following information and we will gladly assist you with troubleshooting the issue:

1. The fax number the sender is using to fax to you.
2. The approximate date and time the fax attempt was made.
3. The number of pages of the fax transmission.
4. The number of fax attempts made.
5. Any error messages flagged by the sender's fax number or fax machine.

 

I accidentally deleted a document from my Fax Inbox, is there a way for me to retrieve it?

Click the Recently Deleted button at the top of the Fax Inbox to see all the recently (last 7 days) deleted faxes. Once you find the pages you want to restore, select all the pages and then click the Restore button at the top of the listing. Afterwards, click the Recently Deleted button again to return to the main Fax Inbox.


 

Related Articles

• Fax Inbox Guide - Receiving faxes in your Elation Fax Inbox
• Fax Inbox Guide - Uploading documents to the Fax Inbox
• Fax Inbox Guide - Actioning on documents within 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