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Non-patient Export from My Intake

How to download a non-patient fax from My Intake

Kristy Koyle avatar
Written by Kristy Koyle
Updated over 2 months ago

If you need to download a fax that is not patient related, you may use the Non-patient Export option if your admin as configured it as part of your Intake Download settings.

Here's how to use this feature:

  1. Open the fax message, triage message, or uploaded batch in My Intake.

  2. Select the far-right drop-down arrow to expand the menu.

  3. Select Non-Patient Export from the drop-down menu.

  4. A modal will appear:

    1. Click the checkbox to include the Message Body if desired.

    2. Include Selected Attachment(s) will be checked by default.

    3. You may mark the message as Processed so it only shows up under the Processed filter in My Intake.

  5. Click Download w/Consensus Desktop.

  6. A Download Task pop up will appear:

  7. The message and attachments will be downloaded based upon the settings configured in Intake Download for your organization.

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