Adding a fax cover page to a PDF document

🎞️ View video tutorial: Using a fax cover page

When you generate a PDF document within the TELUS Collaborative Health Record (CHR), you can choose to add a cover page.

Adding a cover page enables you to reply to information requests received via fax, provide additional details for a pharmacy request, or ask additional questions relating to an incoming referral in lieu of being able to annotate on the document itself.

You usually perform this step before you fax a document.

Steps

1. From the CHR, generate a PDF. The PDF Settings window appears.

2. Under Cover Page, select either None (no cover page) or a configured cover page template. See Creating cover page templates.

3. If you select a cover page template, the PDF Settings window expands.

Under cover page autofill templates, select from the following options:

Field	Description/ Action
Autofill templates	Patient Data is selected by default and automatically populates the cover page. If you have an autofill template configured and you want to use it, click +Select template and select one. 📌 Note: For more information, see Creating an autofill fax cover page template.
Location	Defaults to the location that is associated to the user. Click to set a different location for your cover page.
CHR User	Defaults to the user that is logged in. Click to set a different user.
Date	Default to today's date. Click to select a different date (from a calendar) for your cover page.
Appointment	If applicable, click to select from a list of appointments scheduled to autofill configured appointment data points in the cover page.
Recipient	Click to set the recipient for the cover page. Click on the Search field to search a contact or facility (click Facility), or Click the person icon to add a new contact/ facility. 📌 Note: If you added a recipient to the document you want to fax (e.g. letter), it appears in this field.
Referral	If applicable, click to select from a list of referrals to be used to autofill configured referral data points in the cover page.
CC Recipient	If applicable click to add a CC recipient. The Select Recipients window appears. To add the patient's referring provider and family practitioner, click Add Patient's Practitioners. To add a provider from your contacts, click +Add to search and add the contact. To add a new provider click +Add > click the person icon and enter the New Contact details. Once you have selected your CC Recipients, click Apply.

4. If you have more than one cover page template configured in your clinic domain and you want to save a specific cover page as your default one, select the Save as my default PDF settings checkbox.

5. To modify the cover page, click on the feather icon, under Cover Page.

6. The selected cover page template appears.

If blue text boxes are visible, click on them, type in the empty field box and click Apply.
📌 Note: The red text boxes are pre-configured text boxes. See Creating cover page templates.
To draw anything on your cover page, click Drawing Mode.
📌 Note: You can draw with Stroke, erase with the Eraser, select a Color and Size of the stroke and Clear all by using the drawing mode tools.
To change any text that have been auto-filled, click on the pre-configured text box, modify the text, and click Apply.

7. Once the cover page is complete, click Save. The CHR will generate a PDF (cover page and content), ready to be faxed.

Updated December 5, 2022