Messages and faxes received into your account are handled from My Intake. From here, you will process the messages and associated attachments, and file to your patient record, either in paper charts or electronically.
This may include performing Triage, where attachments may be separated into individual documents prior to final processing of a message or fax.
If a reply or forward of a message is needed, this should be completed prior to marking a message as processed.
In the case where a message or fax is received, but not needed, it may be deleted.
IMPORTANT: Before you can begin to process messages from your Intake, you will need to install the Client, Client for Mac, or Desktop.
Your system administrator has configured the download settings for your instance.
If you are set up to print, please see Printing from My Intake.
If you are set up for electronic download, please see Downloading from My Intake.
If you are set to forward files to an EMR, please see the Forward to EMR from My Intake.
If your EMR is integrated with the system, please see Download to EMR from My Intake.
If you are set up for electronic download and non-patient level folder has been enabled, please see Non-Patient Export from My Intake.