Once a message is successfully sent to the intended recipient, users can generate a Delivery Summary (commonly used as a fax confirmation page) page to document the status of the delivered message.
Any message with a status of Delivered has the option to generate a Delivery Summary when the message is opened.
The Delivery Summary contains relevant information including:
Status of the delivery
Date/time stamp for that status in Coordinated Universal Time (UTC)
To (Destination)
From (Sender)
Patient name (If configured)
Patient ID
Subject
For faxes, the number of pages sent
The number of pages reflects the number of pages for the attachment as well as any relevant addendums, such as the cover page and message body.
Send Delivery Summary To Intake
By default, the Delivery Summary can be sent to My Intake following these steps:
Navigate to Release.
Select the drop-down menu to the left of the message for which you wish to obtain a Delivery Summary:
Alternatively, you may open the message and select the drop-down menu in the top right of the preview screen:
Click Send Delivery Summary To Intake.
A confirmation modal will appear; click Confirm.
A green pop-up will appear; you may now navigate to My Intake to view, print, or download the Delivery Summary.
Download Delivery Summary
If configured by the organization admin, users may also download a Delivery Summary to the local file location of their choice, such as the Downloads folder on their computer, following these steps:
Navigate to Release.
Select the drop-down menu to the left of the message for which you wish to obtain a Delivery Summary:
Alternatively, you may open the message and select the drop-down menu in the top right of the preview screen
Click Download Delivery Summary.
The Delivery Summary will be downloaded to your default download location.
Configuring Delivery Summary Options
The ability to download the Delivery Summary must be enabled by the organization admin in Settings > Organization > Settings.
Enable delivery summary downloads must be enabled by the organization admin to allow downloading of the Delivery Summary.
Include patient name in delivery summary must be enabled by the organization admin to include the patient's name as part of the Delivery Summary information.
