Automatic eFaxing of Custom Forms Upon Note Signing

What’s New

• A new template-level checkbox: “Automatically Fax Custom Forms Upon Signing Note.”

• A practice-level setting that enables auto-faxing for all signed notes within the organization.

• A user-level dropdown to select the recipient type (Referring Provider, PCP, or Both).

• Automatic fax transmission of attached custom forms when a note is signed.

• Auto-fax operates independently from the existing Notes and Letters faxing functionality.

• Contextual prompts appear if fax numbers are missing for selected recipients.

• All auto-fax options are disabled by default.

• Auto-faxing is executed only when both practice-level and user-level settings are enabled.

How It Works 

• Go to Settings > EHR > Custom Forms > Templates.

• Open a custom form template and enable “Automatically Fax Custom Forms Upon Signing Note” to allow that form to be included in auto-fax.

• Navigate to 10g > Settings > Practice > My Practice Settings > EHR and enable automatic faxing for all notes at the practice level.

• Go to My Preferences > Patients and select the preferred recipient (Referring Provider, PCP, or Both).

• When a provider signs a note at Patient > Clinical > Provider Note, any attached custom form(s) configured for auto-fax are sent automatically in a standard report format with header and cover page.

• If required fax numbers are missing, the system presents prompts to allow users to resolve the issue before sending.

Benefits

• Reduces manual steps by automating document transmission during note signing.

• Ensures consistent and timely delivery of custom forms to designated recipients.

• Minimizes communication delays by standardizing the fax workflow.

• Improves operational efficiency by centralizing configuration at template, practice, and user levels.