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In this tutorial, a training team member explains how to send a fax using the system. There are two methods to access the send fax tool: through the dock tab in the patient account or, if the dock tab is not available, by using the old medical records report found in the system's faxes section. To fax notes for individual claims, users should open the patient account and click on the dock tab. If the dock tab is not set up, they should contact their coach for assistance or use the medical records report. Once in the dock tab, users can select multiple notes to fax by clicking on a note, holding the shift key, and selecting another note to select all notes in between.
